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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	Williams Jones Wealth Management New York	$89.4M	+$87.8K	1	1.34%	Increased
52	Credit Suisse Zurich, Switzerland	$88.6M	-$8.49M	4	0.09%	Reduced
53	Adage Capital Partners Boston, Massachusetts	$87.2M	-$132M	2	0.19%	Reduced
54	Millennium Management New York	$84.6M	+$18.7M	4	0.04%	Increased
55	RhumbLine Advisers Boston, Massachusetts	$82.2M	-$338K	5	0.09%	Reduced
56	Brown Advisory Baltimore, Maryland	$81.2M	-$2.63M	2	0.13%	Reduced
57	Royal Bank of Canada Toronto, Ontario, Canada	$79.9M	+$6.94M	4	0.02%	Increased
58	Prudential Financial Newark, New Jersey	$78.9M	+$2.87M	4	0.11%	Increased
59	Paradigm Capital Management Inc Albany, New York	$78.5M	+$205K	1	4.49%	Increased
60	Robeco Schweiz Zurich, Switzerland	$77M	+$1.46M	2	1.15%	Increased
61	AMF Tjänstepension Stockholm, Sweden	$74.4M	-$14M	1	0.69%	Reduced
62	Amundi Paris, France	$74M	-$13.8M	3	0.04%	Reduced
63	IP Interval Partners New York	$70.7M	+$21.7M	1	2.55%	Increased
64	Victory Capital Management San Antonio, Texas	$68.8M	-$28M	4	0.08%	Reduced
65	Artisan Partners Milwaukee, Wisconsin	$68.6M	-$2.71M	1	0.11%	Reduced
66	Qube Research & Technologies (QRT) London, United Kingdom	$66.9M	+$51.4M	3	0.24%	Increased
67	First Trust Advisors Wheaton, Illinois	$66.2M	+$6.05M	4	0.08%	Increased
68	UBS Group Zurich, Switzerland	$65.7M	+$16.6M	4	0.02%	Increased
69	AQR Capital Management Greenwich, Connecticut	$63M	+$1M	4	0.13%	Increased
70	M&T Bank Buffalo, New York	$62.2M	-$203K	3	0.23%	Reduced
71	Wasatch Advisors Salt Lake City, Utah	$61.7M	-$15.5M	1	0.37%	Reduced
72	Nordea Investment Management Stockholm, Sweden	$59M	+$52.4M	3	0.08%	Increased
73	Arrowstreet Capital Boston, Massachusetts	$58.4M	-$20.6M	2	0.07%	Reduced
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$56.5M	-$7.19M	2	0.04%	Reduced
75	California Public Employees Retirement System Sacramento, California	$55.7M	-$2.43M	2	0.05%	Reduced