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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	BlackRock New York	$42.5M	-$3.83M	3	0.06%	Reduced
52	California Public Employees Retirement System Sacramento, California	$41.2M	-$2.99M	3	0.07%	Reduced
53	FAS Formuepleje A/S Aarhus C, Denmark	$40.7M	+$987K	1	5.35%	Increased
54	Point72 Asset Management Stamford, Connecticut	$39.3M	+$34.6M	1	0.27%	Increased
55	Parametric Portfolio Associates Seattle, Washington	$37.3M	+$2.27M	3	0.05%	Increased
56	Putnam Investments Boston, Massachusetts	$37.1M	+$34.5M	2	0.09%	Increased
57	BlackRock Investment Management Wilmington, Delaware	$37.1M	+$1.9M	3	0.04%	Increased
58	Swiss National Bank Zurich, Switzerland	$35.6M	+$74K	3	0.06%	Increased
59	Schroder Investment Management Group London, United Kingdom	$35.3M	-$11.7M	1	0.07%	Reduced
60	CI Investments Inc Toronto, Ontario, Canada	$33.1M	+$161K	1	0.36%	Increased
61	UBS AM Chicago, Illinois	$32.9M	-$1.07M	2	0.04%	Reduced
62	First Trust Advisors Wheaton, Illinois	$32.6M	+$6.6M	3	0.1%	Increased
63	Guggenheim Capital Chicago, Illinois	$32.5M	+$1.03M	2	0.09%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$31.5M	-$523K	1	0.05%	Reduced
65	Macquarie Group Sydney, NSW 2000, Australia	$30.3M	-$2.03M	2	0.06%	Reduced
66	Janus Henderson Investors US Denver, Colorado	$29.7M	-$9.41M	2	0.03%	Reduced
67	AC Ascend Capital Orinda, California	$29.1M	+$27.7M	1	1.45%	New
68	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$28.8M	-$701K	3	0.06%	Reduced
69	New York State Common Retirement Fund Albany, New York	$28.4M	+$133K	3	0.04%	Increased
70	Cincinnati Insurance Fairfield, Ohio	$27.6M	$0	1	0.9%	Maintained
71	Principal Financial Group Des Moines, Iowa	$27.2M	+$228K	2	0.03%	Increased
72	Canada Life Winnipeg, Manitoba, Canada	$26.7M	-$1.08M	3	0.08%	Reduced
73	ACM Atlanta Capital Management Atlanta, Georgia	$26.5M	-$468K	1	0.17%	Reduced
74	State of Wisconsin Investment Board Madison, Wisconsin	$26.1M	+$17.8M	2	0.11%	Increased
75	GAMCO Investors Greenwich, Connecticut	$25.7M	+$609K	2	0.16%	Increased