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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	Millennium Management New York	$86.1M	+$26.4M	4	0.05%	Increased
52	Johnson Investment Counsel Cincinnati, Ohio	$86.1M	+$1.6M	2	1.19%	Increased
53	Deutsche Bank Frankfurt Am Main Ge, Germany	$81.9M	-$2.56M	5	0.04%	Reduced
54	Arrowstreet Capital Boston, Massachusetts	$81.7M	+$43.6M	4	0.1%	Increased
55	Wellington Management Group Boston, Massachusetts	$81.6M	+$12.5M	3	0.01%	Increased
56	Eaton Vance Management Boston, Massachusetts	$79.7M	+$7.25M	3	0.11%	Increased
57	Goldman Sachs New York	$79.4M	+$6.91M	4	0.02%	Increased
58	Clark Capital Management Group Philadelphia, Pennsylvania	$76.8M	+$5.22M	1	1.08%	Increased
59	Russell Investments Group London, United Kingdom	$73.6M	-$30.6M	4	0.12%	Reduced
60	Nordea Investment Management Stockholm, Sweden	$72.7M	+$1.19M	1	0.1%	Increased
61	Adage Capital Partners Boston, Massachusetts	$72.6M	-$27.9M	1	0.14%	Reduced
62	Capital Advisors Inc Tulsa, Oklahoma	$68.7M	-$26.4K	1	2.06%	Reduced
63	Fidelity Investments Boston, Massachusetts	$68.6M	-$17.4M	3	0.01%	Reduced
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$68.2M	-$3.6M	1	0.04%	Reduced
65	Royal Bank of Canada Toronto, Ontario, Canada	$68M	+$19.7M	4	0.02%	Increased
66	STRS Ohio Columbus, Ohio	$64.7M	+$397K	3	0.23%	Increased
67	Bank of Montreal Toronto, Ontario, Canada	$64.5M	+$26.3M	4	0.03%	Increased
68	T. Rowe Price Associates Baltimore, Maryland	$64.4M	-$3.46M	4	0.01%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$62.5M	-$3.1M	4	0.08%	Reduced
70	Geneva Capital Management Milwaukee, Wisconsin	$62.3M	-$880K	1	1.01%	Reduced
71	California Public Employees Retirement System Sacramento, California	$61.7M	-$6.09M	3	0.05%	Reduced
72	Victory Capital Management San Antonio, Texas	$60.6M	-$1.06M	4	0.06%	Reduced
73	Robeco Institutional Asset Management Rotterdam, Netherlands	$60.4M	-$37M	1	0.13%	Reduced
74	FAS Formuepleje A/S Aarhus C, Denmark	$59.6M	-$8.31M	1	2.31%	Reduced
75	Prudential Financial Newark, New Jersey	$59.3M	+$497K	4	0.08%	Increased