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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	$60.7M	-$594K	1	5.4%	Reduced
52	New York State Common Retirement Fund Albany, New York	$60.7M	+$3.26M	4	0.08%	Increased
53	Lord, Abbett & Co Jersey City, New Jersey	$59.7M	+$23M	1	0.2%	Increased
54	Swiss National Bank Zurich, Switzerland	$59M	+$1.11M	4	0.06%	Increased
55	Principal Financial Group Des Moines, Iowa	$58.2M	+$13.8M	3	0.05%	Increased
56	Mairs & Power Inc St Paul, Minnesota	$58.1M	-$138K	1	0.71%	Reduced
57	Frontier Capital Management Boston, Massachusetts	$57.9M	-$258K	1	0.41%	Reduced
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$57.2M	-$389K	1	0.05%	Reduced
59	Morgan Stanley New York	$54.8M	-$24.3M	4	0.02%	Reduced
60	First Trust Advisors Wheaton, Illinois	$54.7M	+$4.63M	3	0.11%	Increased
61	Ameriprise Minneapolis, Minnesota	$51.9M	-$45.1K	4	0.02%	Reduced
62	Fidelity Investments Boston, Massachusetts	$47.7M	-$7.87M	3	0.01%	Reduced
63	RhumbLine Advisers Boston, Massachusetts	$44M	-$2.07M	4	0.09%	Reduced
64	Janus Henderson Group London,	$43.6M	+$1.67M	3	0.02%	Increased
65	California Public Employees Retirement System Sacramento, California	$41.3M	-$2.42M	4	0.05%	Reduced
66	Eaton Vance Management Boston, Massachusetts	$40.1M	+$347K	2	0.09%	Increased
67	ClearBridge Investments New York	$38.4M	+$188K	2	0.03%	Increased
68	First Eagle Investment Management New York	$37.9M	-$4.16M	1	0.1%	Reduced
69	Primecap Management Pasadena, California	$37.6M	$0	1	0.03%	Maintained
70	KBC Group Brussels, Belgium	$37.6M	+$5.39M	3	0.31%	Increased
71	US Bancorp Minneapolis, Minnesota	$37.2M	-$2.77M	3	0.11%	Reduced
72	AssetMark Inc Concord, California	$36.6M	+$3.03M	2	0.33%	Increased
73	O'Shaughnessy Asset Management Stamford, Connecticut	$35.8M	+$1.51M	1	0.85%	Increased
74	Credit Suisse Zurich, Switzerland	$35.7M	+$697K	4	0.03%	Increased
75	Cincinnati Insurance Fairfield, Ohio	$34.6M	$0	1	0.97%	Maintained