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Liquid Cooling

Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.

9 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Citadel Advisors Miami, Florida	$321M	+$70.3M	5	0.05%	Increased
27	Wasatch Advisors Salt Lake City, Utah	$315M	-$83.7M	2	1.87%	Reduced
28	Fisher Asset Management Camas, Washington	$314M	-$4.19M	1	0.11%	Reduced
29	Adage Capital Partners Boston, Massachusetts	$308M	-$104M	2	0.47%	Reduced
30	UBS AM Chicago, Illinois	$307M	-$18.9M	4	0.07%	Reduced
31	Pictet Asset Management Carouge, Switzerland	$300M	-$50.3M	4	0.29%	Reduced
32	Massachusetts Financial Services Boston, Massachusetts	$300M	-$51.2M	2	0.1%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$291M	+$60.5M	5	0.09%	Increased
34	Neuberger Berman Group New York	$291M	-$32.6M	4	0.22%	Reduced
35	Principal Financial Group Des Moines, Iowa	$272M	-$10.6M	4	0.14%	Reduced
36	Balyasny Asset Management Chicago, Illinois	$261M	+$112M	4	0.33%	Increased
37	Woodline Partners San Francisco, California	$244M	+$13.8M	2	0.95%	Increased
38	PointState Capital New York	$243M	-$9.71M	1	3.57%	Reduced
39	Amundi Paris, France	$237M	+$70M	4	0.06%	Increased
40	Legal & General Group London, United Kingdom	$226M	-$13.3M	7	0.05%	Reduced
41	Mairs & Power Inc St Paul, Minnesota	$215M	-$7.39M	1	2.07%	Reduced
42	Nomura Asset Management International Philadelphia, Pennsylvania	$214M	+$223M	4	0.32%	New
43	HSBC Holdings London, United Kingdom	$201M	-$38.6M	3	0.1%	Reduced
44	CIP Champlain Investment Partners Burlington, Vermont	$200M	-$253M	3	2.03%	Reduced
45	Capital Research Global Investors Los Angeles, California	$197M	-$353M	1	0.04%	Reduced
46	Paradigm Capital Management Inc Albany, New York	$197M	-$2.98M	1	8.3%	Reduced
47	Congress Asset Management Boston, Massachusetts	$194M	-$2.6M	2	1.36%	Reduced
48	William Blair Investment Management Chicago, Illinois	$192M	-$106M	3	0.54%	Reduced
49	ProShare Advisors Bethesda, Maryland	$192M	+$9.18M	4	0.34%	Increased
50	Artisan Partners Milwaukee, Wisconsin	$188M	-$27.9M	2	0.28%	Reduced