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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$64.7M	+$8.03M	5	0.03%	Increased
52	State of Wisconsin Investment Board Madison, Wisconsin	$63.1M	+$1.84M	3	0.17%	Increased
53	Frontier Capital Management Boston, Massachusetts	$62.6M	+$4.03M	1	0.4%	Increased
54	AQR Capital Management Greenwich, Connecticut	$62.1M	+$23.4M	4	0.06%	Increased
55	Parametric Portfolio Associates Seattle, Washington	$59M	+$1.29M	4	0.05%	Increased
56	Mairs & Power Inc St Paul, Minnesota	$58.7M	-$1.98M	1	0.68%	Reduced
57	New York State Common Retirement Fund Albany, New York	$57M	-$5.36M	4	0.07%	Reduced
58	FAS Formuepleje A/S Aarhus C, Denmark	$56.1M	+$3.46M	1	5.39%	Increased
59	Swiss National Bank Zurich, Switzerland	$56M	-$1.39M	4	0.06%	Reduced
60	Teachers Advisors New York	$54.6M	-$761K	4	0.07%	Reduced
61	ACM Argent Capital Management St Louis, Missouri	$52.9M	+$37.4M	1	1.81%	Increased
62	Balyasny Asset Management Chicago, Illinois	$52.1M	+$18.2M	2	0.24%	Increased
63	Ameriprise Minneapolis, Minnesota	$50.4M	+$1.34M	4	0.02%	Increased
64	California Public Employees Retirement System Sacramento, California	$48.1M	-$6.33M	4	0.06%	Reduced
65	TCW Group Los Angeles, California	$46.7M	+$5.84M	2	0.38%	Increased
66	Alyeska Investment Group Chicago, Illinois	$46M	-$12.5M	1	0.5%	Reduced
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$45.1M	+$435K	1	0.05%	Increased
68	Ceredex Value Advisors Orlando, Florida	$44.8M	-$16.1M	1	0.5%	Reduced
69	Barclays London, United Kingdom	$44.5M	+$19.3M	4	0.03%	Increased
70	AC Ashler Capital Chicago, Illinois	$44.1M	+$41.1M	1	2.5%	Increased
71	First Eagle Investment Management New York	$42.3M	$0	1	0.11%	Maintained
72	Beck Mack & Oliver New York	$41.8M	-$4.21M	1	1.33%	Reduced
73	Principal Financial Group Des Moines, Iowa	$40.8M	-$2.26M	3	0.04%	Reduced
74	Eaton Vance Management Boston, Massachusetts	$40.1M	-$1.12M	2	0.09%	Reduced
75	Primecap Management Pasadena, California	$39.9M	$0	1	0.03%	Maintained