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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	Victory Capital Management San Antonio, Texas	$53.5M	+$50.7M	2	0.38%	New
52	California Public Employees Retirement System Sacramento, California	$53.3M	+$1.14M	3	0.1%	Increased
53	UBS AM Chicago, Illinois	$52.8M	+$1.41M	3	0.07%	Increased
54	Bahl & Gaynor Cincinnati, Ohio	$51.4M	-$154K	1	0.92%	Reduced
55	Fidelity Investments Boston, Massachusetts	$51.3M	-$73.5M	1	0.01%	Reduced
56	BlackRock New York	$50.8M	+$2.18M	3	0.1%	Increased
57	Managed Account Advisors Jersey City, New Jersey	$50.2M	+$3.71M	3	0.07%	Increased
58	CIP Champlain Investment Partners Burlington, Vermont	$49.2M	+$2.29M	1	0.94%	Increased
59	WCMNY Westchester Capital Management (New York) Valhalla, New York	$49M	-$24.3M	1	0.88%	Reduced
60	New York State Common Retirement Fund Albany, New York	$46.9M	-$6.17M	2	0.08%	Reduced
61	Frontier Capital Management Boston, Massachusetts	$46.5M	+$2.54M	1	0.36%	Increased
62	Bank of Montreal Toronto, Ontario, Canada	$45.9M	+$34.1M	3	0.07%	Increased
63	PNC Financial Services Group Pittsburgh, Pennsylvania	$45.5M	-$3.54M	2	0.07%	Reduced
64	GA Geneva Advisors Chicago, Illinois	$45.3M	+$23.9M	1	0.94%	Increased
65	Lord, Abbett & Co Jersey City, New Jersey	$44.9M	-$14.3M	1	0.1%	Reduced
66	Johnson Investment Counsel Cincinnati, Ohio	$44.8M	+$2.54M	1	1.78%	Increased
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$41.8M	-$5.01M	1	0.09%	Reduced
68	PGGM Investments Zeist, Netherlands	$41.7M	-$17.6M	1	0.24%	Reduced
69	Morgan Stanley New York	$41.1M	+$7M	3	0.02%	Increased
70	Rockefeller Financial Services New York	$41M	-$5.81M	1	0.95%	Reduced
71	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$38.1M	-$1.95M	2	0.35%	Reduced
72	Credit Suisse Zurich, Switzerland	$37.4M	-$6.62M	3	0.04%	Reduced
73	Capital Advisors Inc Tulsa, Oklahoma	$36.6M	-$16.8M	1	8.77%	Reduced
74	US Bancorp Minneapolis, Minnesota	$36.6M	+$346K	2	0.16%	Increased
75	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$36.5M	-$23.6M	3	0.06%	Reduced