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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
51	Robeco Schweiz Zurich, Switzerland	$274M	+$3.13M	2	4.4%	Increased
52	William Blair & Company Chicago, Illinois	$269M	+$3.6M	4	0.7%	Increased
53	Johnson Investment Counsel Cincinnati, Ohio	$263M	-$19.8M	2	1.92%	Reduced
54	Jennison Associates New York	$260M	+$239M	2	0.16%	New
55	Balyasny Asset Management Chicago, Illinois	$257M	-$168M	4	0.32%	Reduced
56	William Blair Investment Management Chicago, Illinois	$256M	-$18.1M	3	0.77%	Reduced
57	Nomura Asset Management International Philadelphia, Pennsylvania	$234M	-$115M	4	0.35%	Reduced
58	Clark Capital Management Group Philadelphia, Pennsylvania	$234M	-$20M	2	1.28%	Reduced
59	Swedbank Stockholm, Sweden	$228M	+$47.5M	4	0.2%	Increased
60	Woodline Partners San Francisco, California	$227M	-$59.7M	2	0.7%	Reduced
61	HSBC Holdings London, United Kingdom	$223M	+$12.6M	4	0.09%	Increased
62	Boston Partners Boston, Massachusetts	$218M	+$37.5M	1	0.19%	Increased
63	AllianceBernstein Nashville, Tennessee	$216M	+$12.2M	6	0.07%	Increased
64	Alkeon Capital Management New York	$206M	+$190M	1	0.28%	New
65	Vontobel Holding Zurich, Switzerland	$195M	+$111M	3	0.62%	Increased
66	Cincinnati Financial Corp Fairfield, Ohio	$189M	$0	1	3.62%	Maintained
67	Royal Bank of Canada Toronto, Ontario, Canada	$189M	-$16M	7	0.03%	Reduced
68	SG Americas Securities New York	$188M	+$96.7M	6	0.11%	Increased
69	Envestnet Asset Management Chicago, Illinois	$186M	-$12.9M	4	0.04%	Reduced
70	Swiss National Bank Zurich, Switzerland	$185M	-$2.84M	4	0.1%	Reduced
71	Federated Hermes Pittsburgh, Pennsylvania	$181M	-$28.6M	4	0.26%	Reduced
72	Commerce Bank Kansas City, Missouri	$176M	-$22M	3	0.77%	Reduced
73	D.E. Shaw & Co New York	$174M	+$60.9M	4	0.08%	Increased
74	RhumbLine Advisers Boston, Massachusetts	$172M	-$3.53M	6	0.13%	Reduced
75	ProShare Advisors Bethesda, Maryland	$170M	-$14.9M	3	0.25%	Reduced