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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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$48.4M	+$9.79M	1	1.75%	Increased
52	Conestoga Capital Advisors Wayne, Pennsylvania	$47.4M	-$1.31M	1	3.3%	Reduced
53	BOK Financial Tulsa, Oklahoma	$47.2M	+$2.29K	1	1.63%	Increased
54	Capital Advisors Inc Tulsa, Oklahoma	$46.2M	$0	1	8.55%	Maintained
55	UBS AM Chicago, Illinois	$45.5M	+$877K	3	0.04%	Increased
56	Johnson Investment Counsel Cincinnati, Ohio	$45.2M	+$688K	1	1.49%	Increased
57	Victory Capital Management San Antonio, Texas	$44.5M	-$5.42M	1	0.16%	Reduced
58	Prudential Financial Newark, New Jersey	$42.9M	+$3.49M	2	0.08%	Increased
59	Winton Group London, United Kingdom	$41.8M	-$7.93M	1	0.52%	Reduced
60	Credit Suisse Zurich, Switzerland	$41.7M	-$3.58M	3	0.04%	Reduced
61	Luther King Capital Management (LKCM) Fort Worth, Texas	$41.5M	-$1.82M	2	0.33%	Reduced
62	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$38.1M	+$40.8M	1	7.95%	New
63	Guggenheim Capital Chicago, Illinois	$38M	+$8.84M	1	0.1%	Increased
64	California Public Employees Retirement System Sacramento, California	$37.5M	-$1.14M	3	0.05%	Reduced
65	AQR Capital Management Greenwich, Connecticut	$35.9M	-$10.1M	3	0.08%	Reduced
66	Goldman Sachs New York	$35.9M	+$1.27M	3	0.01%	Increased
67	Renaissance Technologies New York	$35.6M	+$23.9M	3	0.09%	Increased
68	New York State Common Retirement Fund Albany, New York	$35.3M	-$2.93M	2	0.05%	Reduced
69	Charles Schwab San Francisco, California	$34.3M	+$1.64M	3	0.05%	Increased
70	TIAA CREF Investment Management New York	$34M	-$19.6M	3	0.02%	Reduced
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$33.9M	-$479K	3	0.04%	Reduced
72	AIM Allen Investment Management New York	$29.1M	+$7.25M	1	2.19%	Increased
73	WC Walthausen & Co Malta, New York	$28.8M	+$2.83M	2	2.22%	Increased
74	Morgan Stanley New York	$28.4M	+$2.37M	3	0.01%	Increased
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$28M	-$791K	1	0.05%	Reduced