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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	Principal Financial Group Des Moines, Iowa	$61.7M	-$475K	3	0.06%	Reduced
52	Mairs & Power Inc St Paul, Minnesota	$61.6M	+$8.47M	1	0.74%	Increased
53	Swiss National Bank Zurich, Switzerland	$60M	-$1.74M	4	0.06%	Reduced
54	Panagora Asset Management Boston, Massachusetts	$59.6M	-$7.58M	3	0.27%	Reduced
55	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$57.8M	-$3.22M	1	0.05%	Reduced
56	Janus Henderson Group London,	$55.7M	+$8.06M	2	0.03%	Increased
57	SAM Scopus Asset Management New York	$54.9M	-$20.2M	2	1.57%	Reduced
58	Frontier Capital Management Boston, Massachusetts	$54.6M	-$5.05M	1	0.41%	Reduced
59	Ameriprise Minneapolis, Minnesota	$50.7M	-$2.98M	4	0.02%	Reduced
60	FAS Formuepleje A/S Aarhus C, Denmark	$50M	-$14.1M	1	3.89%	Reduced
61	Balyasny Asset Management Chicago, Illinois	$48.7M	+$24.4M	3	0.31%	Increased
62	Renaissance Technologies New York	$48.3M	+$19.9M	4	0.04%	Increased
63	Arrowstreet Capital Boston, Massachusetts	$47.4M	+$30.2M	3	0.11%	Increased
64	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$47.2M	-$22.1M	1	1.29%	Reduced
65	RhumbLine Advisers Boston, Massachusetts	$45.8M	+$211K	4	0.09%	Increased
66	Fidelity Investments Boston, Massachusetts	$45.2M	-$961K	3	0.01%	Reduced
67	O'Shaughnessy Asset Management Stamford, Connecticut	$43.9M	+$5.36M	1	1.03%	Increased
68	TCW Group Los Angeles, California	$43.7M	-$16.4M	2	0.46%	Reduced
69	AssetMark Inc Concord, California	$43.4M	+$4.1M	2	0.35%	Increased
70	Robeco Institutional Asset Management Rotterdam, Netherlands	$42.7M	+$9.75M	2	0.15%	Increased
71	Eaton Vance Management Boston, Massachusetts	$42.4M	-$121K	2	0.09%	Reduced
72	Royal Bank of Canada Toronto, Ontario, Canada	$41.5M	+$7.18M	4	0.02%	Increased
73	First Trust Advisors Wheaton, Illinois	$41.5M	-$15.5M	3	0.08%	Reduced
74	Credit Suisse Zurich, Switzerland	$41M	+$3.51M	4	0.04%	Increased
75	California Public Employees Retirement System Sacramento, California	$39.2M	-$3.7M	4	0.05%	Reduced