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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	UBS AM Chicago, Illinois	$61.1M	+$4.12M	3	0.07%	Increased
52	Morgan Stanley New York	$59.8M	+$15M	3	0.03%	Increased
53	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$58.4M	-$398K	1	2.24%	Reduced
54	Guggenheim Capital Chicago, Illinois	$56.6M	+$31.3M	3	0.17%	Increased
55	USSCPF United States Steel & Carnegie Pension Fund New York	$56.3M	-$22.8M	1	1.27%	Reduced
56	BlackRock New York	$56.3M	+$1.62M	3	0.09%	Increased
57	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$56.1M	-$42.5M	2	1.2%	Reduced
58	Managed Account Advisors Jersey City, New Jersey	$54.3M	-$29.6K	3	0.07%	Reduced
59	AllianceBernstein Nashville, Tennessee	$51.4M	-$7.92M	3	0.05%	Reduced
60	Victory Capital Management San Antonio, Texas	$51.3M	-$4.07M	2	0.36%	Reduced
61	California Public Employees Retirement System Sacramento, California	$50.3M	-$6.24M	3	0.07%	Reduced
62	GA Geneva Advisors Chicago, Illinois	$50.2M	+$1.42M	1	0.93%	Increased
63	Eagle Asset Management St Petersburg, Florida	$50.1M	+$11.1M	1	0.28%	Increased
64	New York State Common Retirement Fund Albany, New York	$50M	-$538K	2	0.08%	Reduced
65	Prudential Financial Newark, New Jersey	$48.9M	+$12.7M	3	0.1%	Increased
66	Johnson Investment Counsel Cincinnati, Ohio	$48.3M	+$235K	1	1.78%	Increased
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$47.6M	-$1.19M	1	0.06%	Reduced
68	CIP Champlain Investment Partners Burlington, Vermont	$47.3M	-$5.29M	1	0.83%	Reduced
69	Nordea Investment Management Stockholm, Sweden	$47M	+$11M	1	0.23%	Increased
70	PGGM Investments Zeist, Netherlands	$44.8M	$0	1	0.25%	Maintained
71	Frontier Capital Management Boston, Massachusetts	$44.6M	+$4.08M	1	0.33%	Increased
72	Credit Suisse Zurich, Switzerland	$44.2M	+$4.21M	3	0.04%	Increased
73	Capital Advisors Inc Tulsa, Oklahoma	$43.9M	-$99.9K	1	9.67%	Reduced
74	Rockefeller Financial Services New York	$43.4M	-$668K	1	0.94%	Reduced
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$42.6M	-$2.13M	1	0.09%	Reduced