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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	$46.4M	+$1.6M	1	5.1%	Increased
52	Fidelity Investments Boston, Massachusetts	$45.6M	-$10M	3	0.01%	Reduced
53	Frontier Capital Management Boston, Massachusetts	$45.3M	-$132K	1	0.37%	Reduced
54	New York State Common Retirement Fund Albany, New York	$44.7M	-$1.69M	4	0.06%	Reduced
55	Swiss National Bank Zurich, Switzerland	$44.4M	-$1.07M	4	0.06%	Reduced
56	Third Point New York	$43.6M	-$276M	1	0.67%	Reduced
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$42.9M	+$8.59M	1	0.05%	Increased
58	Ameriprise Minneapolis, Minnesota	$40.4M	-$1.97M	4	0.02%	Reduced
59	First Trust Advisors Wheaton, Illinois	$37.7M	-$20M	3	0.09%	Reduced
60	RhumbLine Advisers Boston, Massachusetts	$35.9M	+$4.08M	4	0.08%	Increased
61	First Eagle Investment Management New York	$35.2M	+$224K	1	0.1%	Increased
62	Millennium Management New York	$34M	-$34.4M	3	0.05%	Reduced
63	California Public Employees Retirement System Sacramento, California	$33.9M	-$6M	4	0.05%	Reduced
64	Principal Financial Group Des Moines, Iowa	$33M	-$776K	3	0.04%	Reduced
65	Ceredex Value Advisors Orlando, Florida	$32.8M	-$3.51M	1	0.44%	Reduced
66	Prudential Financial Newark, New Jersey	$32.6M	+$6.81M	4	0.06%	Increased
67	Alyeska Investment Group Chicago, Illinois	$32.4M	-$6.06M	1	0.47%	Reduced
68	US Bancorp Minneapolis, Minnesota	$32M	+$402K	3	0.1%	Increased
69	Barclays London, United Kingdom	$31.8M	-$4.7M	4	0.02%	Reduced
70	Janus Henderson Group London,	$31.8M	-$3.64M	3	0.02%	Reduced
71	ClearBridge Investments New York	$31.7M	-$145K	2	0.03%	Reduced
72	CC Carlson Capital Dallas, Texas	$31.6M	+$28.7M	2	0.49%	Increased
73	Primecap Management Pasadena, California	$31.3M	-$1.78M	1	0.03%	Reduced
74	LM Luminus Management Houston, Texas	$31.3M	+$26M	1	0.63%	Increased
75	Beck Mack & Oliver New York	$31.1M	-$2.81M	1	1.25%	Reduced