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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	Amundi Paris, France	$85.5M	+$11.4M	3	0.05%	Increased
52	Frontier Capital Management Boston, Massachusetts	$82.9M	+$6.27M	1	0.86%	Increased
53	RhumbLine Advisers Boston, Massachusetts	$79M	-$1.46M	4	0.1%	Reduced
54	Wasatch Advisors Salt Lake City, Utah	$78.7M	+$7.35M	1	0.49%	Increased
55	Citadel Advisors Miami, Florida	$78.3M	+$19.6M	5	0.02%	Increased
56	Robeco Schweiz Zurich, Switzerland	$77.5M	-$33.5K	1	1.25%	Reduced
57	AMF Tjänstepension Stockholm, Sweden	$75.4M	+$3.81M	1	0.77%	Increased
58	Segall Bryant & Hamill Chicago, Illinois	$74.3M	-$9.02M	2	0.8%	Reduced
59	Brown Advisory Baltimore, Maryland	$71.3M	+$33M	2	0.12%	Increased
60	Natixis Advisors Boston, Massachusetts	$70M	+$1.47M	2	0.24%	Increased
61	Royal Bank of Canada Toronto, Ontario, Canada	$67.8M	+$6.72M	4	0.02%	Increased
62	Massachusetts Financial Services Boston, Massachusetts	$67.1M	-$7.29M	2	0.02%	Reduced
63	Arrowstreet Capital Boston, Massachusetts	$66.8M	+$9.35M	3	0.09%	Increased
64	GAMCO Investors Greenwich, Connecticut	$65.9M	-$5.09M	1	0.71%	Reduced
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$65.7M	-$4.43M	1	0.05%	Reduced
66	Voloridge Investment Management Jupiter, Florida	$63.9M	-$843K	4	0.32%	Reduced
67	Prudential Financial Newark, New Jersey	$63.5M	+$30.1M	4	0.1%	Increased
68	Millennium Management New York	$59.7M	-$92.7M	4	0.03%	Reduced
69	Artisan Partners Milwaukee, Wisconsin	$59.7M	-$17.4M	1	0.1%	Reduced
70	Wedge Capital Management Charlotte, North Carolina	$58.6M	-$6.5M	2	0.99%	Reduced
71	M&T Bank Buffalo, New York	$56.9M	-$8.87M	3	0.22%	Reduced
72	California Public Employees Retirement System Sacramento, California	$56.4M	-$8.31M	2	0.05%	Reduced
73	Cincinnati Insurance Fairfield, Ohio	$56M	$0	1	1.12%	Maintained
74	AQR Capital Management Greenwich, Connecticut	$55.2M	-$4.57M	4	0.12%	Reduced
75	Paradigm Capital Management Inc Albany, New York	$54.6M	-$1.74M	1	3.62%	Reduced