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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	CET Clean Energy Transition London, United Kingdom	$68.8M	-$12.1M	1	13.32%	Reduced
52	Congress Asset Management Boston, Massachusetts	$66.2M	-$7.7M	1	0.63%	Reduced
53	Ceredex Value Advisors Orlando, Florida	$65.2M	-$9.07M	2	0.97%	Reduced
54	Janus Henderson Group London,	$64.8M	-$40.5M	4	0.04%	Reduced
55	Bessemer Group Woodbridge, New Jersey	$63.1M	-$67.3M	3	0.16%	Reduced
56	VOYA Investment Management Atlanta, Georgia	$62.1M	-$12.5M	4	0.16%	Reduced
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$60.3M	+$5.82M	1	0.05%	Increased
58	Capital Advisors Inc Tulsa, Oklahoma	$60.2M	+$2.42K	1	1.8%	Increased
59	Massachusetts Financial Services Boston, Massachusetts	$60M	-$15.4M	2	0.02%	Reduced
60	Voloridge Investment Management Jupiter, Florida	$59.9M	+$55.1M	1	0.31%	Increased
61	Geneva Capital Management Milwaukee, Wisconsin	$58.5M	-$258K	1	1.35%	Reduced
62	Wedge Capital Management Charlotte, North Carolina	$57.4M	+$2.05M	2	0.91%	Increased
63	RhumbLine Advisers Boston, Massachusetts	$55.1M	+$4.21M	4	0.08%	Increased
64	IP Interval Partners New York	$54.5M	-$3.84M	2	2.82%	Reduced
65	Segall Bryant & Hamill Chicago, Illinois	$53.2M	-$3.11M	2	0.6%	Reduced
66	D.E. Shaw & Co New York	$50.1M	+$14.6M	4	0.06%	Increased
67	Amundi Paris, France	$49.1M	+$12.3M	2	0.04%	Increased
68	Commerce Bank Kansas City, Missouri	$48.4M	-$1.19M	2	0.39%	Reduced
69	Woodline Partners San Francisco, California	$45.2M	+$9.4M	2	0.7%	Increased
70	Natixis Advisors Boston, Massachusetts	$45.1M	+$2.01M	2	0.2%	Increased
71	Cincinnati Insurance Fairfield, Ohio	$44.7M	$0	1	0.95%	Maintained
72	Rockefeller Capital Management New York	$43.3M	-$490K	3	0.23%	Reduced
73	California Public Employees Retirement System Sacramento, California	$43.1M	-$3.98M	2	0.04%	Reduced
74	M&T Bank Buffalo, New York	$42M	+$13.4M	3	0.2%	Increased
75	Millennium Management New York	$41.9M	-$70M	3	0.03%	Reduced