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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	Janus Henderson Group London,	$55.2M	+$2.93M	2	0.03%	Increased
52	Lord, Abbett & Co Jersey City, New Jersey	$53.5M	-$63.1M	1	0.18%	Reduced
53	New York State Common Retirement Fund Albany, New York	$52.8M	-$6.37M	4	0.07%	Reduced
54	Principal Financial Group Des Moines, Iowa	$49.1M	-$8.71M	4	0.04%	Reduced
55	Ameriprise Minneapolis, Minnesota	$48.3M	+$1.87M	4	0.02%	Increased
56	Balyasny Asset Management Chicago, Illinois	$47.2M	-$2.56M	1	0.32%	Reduced
57	California Public Employees Retirement System Sacramento, California	$47.1M	+$9.19M	4	0.05%	Increased
58	AssetMark Inc Concord, California	$46.9M	+$3.63M	2	0.39%	Increased
59	AAA Adams Asset Advisors Dallas, Texas	$45.9M	+$48.4M	1	7.48%	New
60	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$44.6M	-$2.15M	1	1.26%	Reduced
61	FAS Formuepleje A/S Aarhus C, Denmark	$44.5M	-$5.03M	1	3.27%	Reduced
62	RhumbLine Advisers Boston, Massachusetts	$44.3M	+$582K	4	0.08%	Increased
63	UBS Group Zurich, Switzerland	$42M	+$20.5M	5	0.02%	Increased
64	Eaton Vance Management Boston, Massachusetts	$42M	-$23.9K	2	0.09%	Reduced
65	IAM Iridian Asset Management Westport, Connecticut	$41.4M	-$46.7M	1	0.65%	Reduced
66	Robeco Institutional Asset Management Rotterdam, Netherlands	$40.9M	-$1.59M	1	0.14%	Reduced
67	D.E. Shaw & Co New York	$39.5M	+$8.55M	4	0.05%	Increased
68	Loomis, Sayles & Company Boston, Massachusetts	$38.9M	+$3.77M	2	0.07%	Increased
69	US Bancorp Minneapolis, Minnesota	$38.7M	+$3.29M	3	0.11%	Increased
70	TCW Group Los Angeles, California	$36.8M	-$2.42M	2	0.42%	Reduced
71	Cincinnati Insurance Fairfield, Ohio	$36.7M	$0	1	0.97%	Maintained
72	Royal Bank of Canada Toronto, Ontario, Canada	$36.6M	-$3.26M	4	0.01%	Reduced
73	Frontier Capital Management Boston, Massachusetts	$35.5M	-$8.22M	1	0.28%	Reduced
74	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$34.9M	-$6.52K	1	3.55%	Reduced
75	Russell Investments Group London, United Kingdom	$34.7M	+$12.4M	4	0.07%	Increased