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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	$43M	-$1.28M	3	0.04%	Reduced
52	Victory Capital Management San Antonio, Texas	$42.2M	+$3.57M	3	0.16%	Increased
53	California Public Employees Retirement System Sacramento, California	$41.6M	+$5M	3	0.06%	Increased
54	Millennium Management New York	$40.5M	-$48.6K	2	0.08%	Reduced
55	Royce & Associates New York	$38.4M	-$9.72M	2	0.16%	Reduced
56	Charles Schwab San Francisco, California	$37.2M	+$2.29M	3	0.05%	Increased
57	Credit Suisse Zurich, Switzerland	$37.2M	-$1.5M	3	0.04%	Reduced
58	BlackRock Investment Management Wilmington, Delaware	$36.8M	+$3.83M	3	0.05%	Increased
59	Gotham Asset Management New York	$36.8M	-$32.2M	2	0.31%	Reduced
60	Janus Henderson Group London,	$36.5M	+$14.2M	2	0.29%	Increased
61	Guggenheim Capital Chicago, Illinois	$33.3M	-$2.74M	2	0.08%	Reduced
62	PGGM Investments Zeist, Netherlands	$33.1M	+$15M	1	0.17%	Increased
63	First Trust Advisors Wheaton, Illinois	$30.5M	+$2.1M	3	0.08%	Increased
64	New York State Common Retirement Fund Albany, New York	$29.9M	-$3.81M	3	0.04%	Reduced
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29.4M	-$565K	1	0.05%	Reduced
66	GE General Electric Evendale, Ohio	$29.3M	-$146K	1	0.07%	Reduced
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$28.7M	-$961K	3	0.03%	Reduced
68	AIM Allen Investment Management New York	$28.4M	-$279K	1	2.69%	Reduced
69	TIAA CREF Investment Management New York	$27.7M	+$2.37M	3	0.02%	Increased
70	FAS Formuepleje A/S Aarhus C, Denmark	$27.2M	-$2.23M	1	3.2%	Reduced
71	UBS Group Zurich, Switzerland	$26.8M	+$670K	4	0.02%	Increased
72	Eaton Vance Management Boston, Massachusetts	$26.5M	-$327K	1	0.08%	Reduced
73	Winton Group London, United Kingdom	$25.3M	-$63.4M	1	0.23%	Reduced
74	Cincinnati Insurance Fairfield, Ohio	$24.8M	$0	1	0.91%	Maintained
75	Parametric Portfolio Associates Seattle, Washington	$24.3M	+$1.29M	3	0.05%	Increased