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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	FAS Formuepleje A/S Aarhus C, Denmark	$39M	+$630K	1	5.27%	Increased
52	Janus Henderson Investors US Denver, Colorado	$38.3M	-$46.3M	2	0.03%	Reduced
53	Swiss National Bank Zurich, Switzerland	$34.4M	-$449K	3	0.06%	Reduced
54	LHC Lodge Hill Capital New York	$34.2M	+$33.3M	1	4.18%	New
55	Parametric Portfolio Associates Seattle, Washington	$33.7M	+$1.77M	3	0.05%	Increased
56	UBS AM Chicago, Illinois	$33.3M	+$452K	3	0.04%	Increased
57	BlackRock Investment Management Wilmington, Delaware	$33.3M	+$49.5K	3	0.04%	Increased
58	CI Investments Inc Toronto, Ontario, Canada	$32.4M	+$6.56M	1	0.35%	Increased
59	Diamond Hill Capital Management Columbus, Ohio	$31.6M	+$1.15M	1	0.2%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$31.5M	+$269K	1	0.05%	Increased
61	Guggenheim Capital Chicago, Illinois	$30.7M	+$176K	2	0.1%	Increased
62	Eaton Vance Management Boston, Massachusetts	$29.5M	-$524K	1	0.08%	Reduced
63	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$28.5M	+$230K	3	0.06%	Increased
64	Macquarie Group Sydney, NSW 2000, Australia	$28.3M	+$1.35M	2	0.05%	Increased
65	New York State Common Retirement Fund Albany, New York	$27.5M	-$3.17M	3	0.04%	Reduced
66	Cincinnati Insurance Fairfield, Ohio	$27.2M	$0	1	0.88%	Maintained
67	Canada Life Winnipeg, Manitoba, Canada	$27.1M	-$96.3K	3	0.08%	Reduced
68	CM CS McKee Pittsburgh, Pennsylvania	$27.1M	-$17M	1	1.72%	Reduced
69	London Company of Virginia Richmond, Virginia	$26.4M	-$1.52M	1	0.2%	Reduced
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$26.2M	+$3.31M	1	0.05%	Increased
71	AQR Capital Management Greenwich, Connecticut	$26.1M	+$6.17M	3	0.04%	Increased
72	Principal Financial Group Des Moines, Iowa	$25.4M	+$601K	2	0.03%	Increased
73	Wellington Management Group Boston, Massachusetts	$25.2M	+$71.1K	2	0.01%	Increased
74	First Trust Advisors Wheaton, Illinois	$25M	-$1.82M	3	0.07%	Reduced
75	PNC Financial Services Group Pittsburgh, Pennsylvania	$24.2M	-$471K	2	0.03%	Reduced