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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	Johnson Investment Counsel Cincinnati, Ohio	$47.2M	+$3.76M	1	1.58%	Increased
52	Legal & General Group London, United Kingdom	$46.9M	-$336K	3	0.06%	Reduced
53	UBS AM Chicago, Illinois	$43.7M	-$256K	3	0.04%	Reduced
54	Goldman Sachs New York	$43.1M	+$8.7M	3	0.01%	Increased
55	CIP Champlain Investment Partners Burlington, Vermont	$40.9M	-$9.41M	1	0.7%	Reduced
56	Millennium Management New York	$40.5M	-$12.6M	3	0.08%	Reduced
57	Credit Suisse Zurich, Switzerland	$38.3M	-$1.93M	3	0.04%	Reduced
58	Luther King Capital Management (LKCM) Fort Worth, Texas	$37.6M	-$2.59M	2	0.32%	Reduced
59	California Public Employees Retirement System Sacramento, California	$37.5M	$0	3	0.05%	Maintained
60	Charles Schwab San Francisco, California	$35.4M	+$1.93M	3	0.05%	Increased
61	Guggenheim Capital Chicago, Illinois	$35.4M	-$1.29M	2	0.08%	Reduced
62	BlackRock Investment Management Wilmington, Delaware	$33.5M	-$31.2M	3	0.04%	Reduced
63	New York State Common Retirement Fund Albany, New York	$33.2M	-$1.12M	2	0.05%	Reduced
64	WC Walthausen & Co Malta, New York	$32.3M	+$2.17M	2	2.36%	Increased
65	Morgan Stanley New York	$30.4M	+$2.6M	3	0.01%	Increased
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29.5M	+$3.23M	1	0.05%	Increased
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$29.2M	-$3.61M	3	0.03%	Reduced
68	GE General Electric Evendale, Ohio	$29M	-$58.7M	1	0.07%	Reduced
69	FAS Formuepleje A/S Aarhus C, Denmark	$28.9M	+$9.21M	1	3.41%	Increased
70	First Trust Advisors Wheaton, Illinois	$28.3M	+$6.92M	3	0.08%	Increased
71	AIM Allen Investment Management New York	$28.2M	+$177K	1	2.06%	Increased
72	ARC Absolute Return Capital Boston, Massachusetts	$26.6M	+$7.15M	1	0.7%	Increased
73	Eaton Vance Management Boston, Massachusetts	$26.4M	+$6.97K	1	0.08%	Increased
74	BlackRock Advisors Wilmington, Delaware	$26.1M	+$2.19M	3	0.03%	Increased
75	TIAA CREF Investment Management New York	$26.1M	-$7.38M	3	0.02%	Reduced