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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	Mairs & Power Inc St Paul, Minnesota	$56.1M	+$58.1M	1	0.7%	New
52	New York State Common Retirement Fund Albany, New York	$55.4M	+$16M	4	0.07%	Increased
53	Alyeska Investment Group Chicago, Illinois	$54M	+$56M	1	0.48%	New
54	Janus Henderson Group London,	$51.6M	-$398K	3	0.03%	Reduced
55	State of Wisconsin Investment Board Madison, Wisconsin	$51.3M	-$8.1M	3	0.15%	Reduced
56	Ceredex Value Advisors Orlando, Florida	$51.3M	+$10.1M	1	0.59%	Increased
57	Schroder Investment Management Group London, United Kingdom	$50.9M	+$16.8M	1	0.09%	Increased
58	Parametric Portfolio Associates Seattle, Washington	$49.5M	+$4.8M	4	0.05%	Increased
59	Swiss National Bank Zurich, Switzerland	$49M	-$448K	4	0.06%	Reduced
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$48.5M	-$85.8M	5	0.02%	Reduced
61	Teachers Advisors New York	$47.2M	+$6.55M	4	0.06%	Increased
62	California Public Employees Retirement System Sacramento, California	$47.1M	+$993K	4	0.07%	Increased
63	Ameriprise Minneapolis, Minnesota	$45.8M	+$14.4M	4	0.02%	Increased
64	First Trust Advisors Wheaton, Illinois	$43.9M	+$11.6M	3	0.09%	Increased
65	Laurion Capital Management New York	$43.4M	+$40.5M	3	0.35%	Increased
66	FAS Formuepleje A/S Aarhus C, Denmark	$43.3M	+$2.1M	1	4.58%	Increased
67	D.E. Shaw & Co New York	$42M	+$23.1M	2	0.05%	Increased
68	Principal Financial Group Des Moines, Iowa	$39.6M	+$966K	3	0.04%	Increased
69	First Eagle Investment Management New York	$39.1M	+$40.5M	1	0.1%	New
70	Beck Mack & Oliver New York	$38.3M	-$12.2M	1	1.29%	Reduced
71	Lord, Abbett & Co Jersey City, New Jersey	$38M	-$53M	2	0.11%	Reduced
72	TCW Group Los Angeles, California	$37.5M	+$35.8M	2	0.3%	Increased
73	SAM Scopus Asset Management New York	$37.2M	+$14.7M	2	0.35%	Increased
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$36.9M	-$11.6M	1	0.04%	Reduced
75	Primecap Management Pasadena, California	$36.8M	+$38.2M	1	0.03%	New