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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	AssetMark Inc Concord, California	$57.7M	+$3.19M	1	0.44%	Increased
52	Janus Henderson Group London,	$56.4M	-$4.27M	2	0.03%	Reduced
53	State of Wisconsin Investment Board Madison, Wisconsin	$56.3M	-$18.2M	3	0.14%	Reduced
54	New York State Common Retirement Fund Albany, New York	$55.1M	-$4.95M	4	0.07%	Reduced
55	California Public Employees Retirement System Sacramento, California	$54.8M	+$1.16M	4	0.05%	Increased
56	D.E. Shaw & Co New York	$53.8M	+$10.7M	3	0.06%	Increased
57	Prudential Financial Newark, New Jersey	$52.4M	-$21.5M	4	0.08%	Reduced
58	SAM Scopus Asset Management New York	$52.1M	-$12.3M	1	1.7%	Reduced
59	RhumbLine Advisers Boston, Massachusetts	$50.5M	+$102K	4	0.08%	Increased
60	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$49M	-$2.5M	1	1.39%	Reduced
61	Eaton Vance Management Boston, Massachusetts	$48.6M	+$618	2	0.1%	Increased
62	Raymond James & Associates St Petersburg, Florida	$46.2M	+$6.8M	3	0.06%	Increased
63	Robeco Institutional Asset Management Rotterdam, Netherlands	$45.5M	-$1.68M	1	0.15%	Reduced
64	River Road Asset Management Louisville, Kentucky	$45M	+$12.2M	2	0.71%	Increased
65	Arrowstreet Capital Boston, Massachusetts	$44.6M	+$6.83M	2	0.1%	Increased
66	Royal Bank of Canada Toronto, Ontario, Canada	$43.3M	+$1.41M	4	0.02%	Increased
67	Cincinnati Insurance Fairfield, Ohio	$42.5M	$0	1	1.05%	Maintained
68	US Bancorp Minneapolis, Minnesota	$42.1M	-$2.38M	4	0.11%	Reduced
69	Russell Investments Group London, United Kingdom	$41.5M	+$4.19M	4	0.08%	Increased
70	UBS Group Zurich, Switzerland	$41.3M	-$6.28M	5	0.01%	Reduced
71	Panagora Asset Management Boston, Massachusetts	$40.4M	+$27.7M	3	0.18%	Increased
72	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$40.4M	-$44.4K	2	3.78%	Reduced
73	Bank of Montreal Toronto, Ontario, Canada	$39.9M	+$2.6M	4	0.03%	Increased
74	Balyasny Asset Management Chicago, Illinois	$39.3M	-$11.4M	2	0.23%	Reduced
75	Man Group London, United Kingdom	$38.7M	+$29.1M	2	0.13%	Increased