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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	Fidelity Investments Boston, Massachusetts	$56.5M	+$2.99M	1	0.01%	Increased
52	UBS AM Chicago, Illinois	$56.2M	-$280K	3	0.06%	Reduced
53	Goldman Sachs New York	$55.7M	-$6.94M	3	0.02%	Reduced
54	Victory Capital Management San Antonio, Texas	$53M	-$3.95M	2	0.36%	Reduced
55	BlackRock New York	$52.1M	-$2.7M	3	0.08%	Reduced
56	AQR Capital Management Greenwich, Connecticut	$51.5M	+$6.66M	3	0.14%	Increased
57	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$50.9M	-$6.04M	1	1.81%	Reduced
58	ARC Absolute Return Capital Boston, Massachusetts	$50.5M	+$44.4M	1	0.59%	Increased
59	GA Geneva Advisors Chicago, Illinois	$50.2M	+$2.02M	1	0.91%	Increased
60	New York State Common Retirement Fund Albany, New York	$49.5M	-$2.02M	3	0.07%	Reduced
61	Johnson Investment Counsel Cincinnati, Ohio	$48.9M	+$284K	1	1.75%	Increased
62	Conestoga Capital Advisors Wayne, Pennsylvania	$48.7M	-$288K	1	3.27%	Reduced
63	Managed Account Advisors Jersey City, New Jersey	$47.9M	-$1.83M	3	0.06%	Reduced
64	California Public Employees Retirement System Sacramento, California	$47.9M	+$2.01M	3	0.07%	Increased
65	Credit Suisse Zurich, Switzerland	$47.1M	+$13.1M	3	0.04%	Increased
66	Capital Advisors Inc Tulsa, Oklahoma	$46.1M	+$20.7M	1	8.93%	Increased
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$40.9M	-$2.04M	3	0.05%	Reduced
68	Rockefeller Financial Services New York	$40.2M	-$1.04M	1	0.9%	Reduced
69	Charles Schwab San Francisco, California	$39.2M	+$733K	3	0.07%	Increased
70	Bahl & Gaynor Cincinnati, Ohio	$38.8M	-$186K	1	0.59%	Reduced
71	Luther King Capital Management (LKCM) Fort Worth, Texas	$38M	+$4.05M	1	0.3%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$37.9M	-$773K	1	0.08%	Reduced
73	Prudential Financial Newark, New Jersey	$36.5M	+$6.64M	3	0.06%	Increased
74	Morgan Stanley New York	$35.6M	+$294K	3	0.01%	Increased
75	Eaton Vance Management Boston, Massachusetts	$35M	-$263K	1	0.1%	Reduced