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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	$41.5M	+$3.51M	3	0.04%	Increased
52	Parametric Portfolio Associates Seattle, Washington	$41.3M	+$5.08M	3	0.05%	Increased
53	AQR Capital Management Greenwich, Connecticut	$41M	+$9.61M	3	0.05%	Increased
54	Wasatch Advisors Salt Lake City, Utah	$37.8M	+$4.34M	1	0.53%	Increased
55	D.E. Shaw & Co New York	$37.4M	+$20.8M	2	0.06%	Increased
56	PGGM Investments Zeist, Netherlands	$37M	-$6.04M	1	0.19%	Reduced
57	Point72 Asset Management Stamford, Connecticut	$36.6M	+$11.6M	1	0.21%	Increased
58	First Trust Advisors Wheaton, Illinois	$36.5M	-$3.18M	3	0.1%	Reduced
59	Millennium Management New York	$35.7M	-$45.6M	2	0.06%	Reduced
60	New York State Common Retirement Fund Albany, New York	$35.4M	+$4.42M	3	0.05%	Increased
61	Macquarie Group Sydney, NSW 2000, Australia	$34.9M	-$2M	2	0.06%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$34.9M	+$1.14M	1	0.05%	Increased
63	Credit Suisse Zurich, Switzerland	$32.9M	-$48.1M	3	0.03%	Reduced
64	Principal Financial Group Des Moines, Iowa	$32.5M	+$2.13M	2	0.03%	Increased
65	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$32.1M	+$26.5M	1	0.07%	Increased
66	Kayne Anderson Rudnick Investment Management Los Angeles, California	$32M	+$5.8M	2	0.32%	Increased
67	Guggenheim Capital Chicago, Illinois	$31.6M	-$5.81M	2	0.08%	Reduced
68	Cincinnati Insurance Fairfield, Ohio	$29.6M	$0	1	0.92%	Maintained
69	Victory Capital Management San Antonio, Texas	$29.4M	+$3.24M	3	0.07%	Increased
70	GAMCO Investors Greenwich, Connecticut	$29.3M	-$852K	1	0.19%	Reduced
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$27.8M	-$1.86M	3	0.06%	Reduced
72	RhumbLine Advisers Boston, Massachusetts	$27.4M	+$763K	3	0.06%	Increased
73	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$27.1M	-$7.37K	1	0.05%	Reduced
74	London Company of Virginia Richmond, Virginia	$27.1M	+$117K	1	0.18%	Increased
75	ACM Atlanta Capital Management Atlanta, Georgia	$26.6M	-$372K	1	0.16%	Reduced