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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	Cincinnati Financial Corp Fairfield, Ohio	$162M	$0	1	3.49%	Maintained
52	CET Clean Energy Transition London, United Kingdom	$158M	+$56.2M	1	8.13%	Increased
53	Deutsche Bank Frankfurt Am Main Ge, Germany	$157M	+$16.5M	4	0.06%	Increased
54	First Trust Advisors Wheaton, Illinois	$151M	+$51M	4	0.14%	Increased
55	Clark Capital Management Group Philadelphia, Pennsylvania	$148M	+$28.7M	1	1.02%	Increased
56	William Blair & Company Chicago, Illinois	$137M	+$56.8M	3	0.4%	Increased
57	Congress Asset Management Boston, Massachusetts	$137M	-$20.3M	3	0.93%	Reduced
58	Brown Advisory Baltimore, Maryland	$135M	-$6.14M	2	0.17%	Reduced
59	Swedbank Stockholm, Sweden	$133M	+$111M	3	0.17%	Increased
60	Swiss National Bank Zurich, Switzerland	$128M	-$171K	4	0.08%	Reduced
61	Johnson Investment Counsel Cincinnati, Ohio	$128M	+$39.4M	3	1.26%	Increased
62	Envestnet Asset Management Chicago, Illinois	$120M	-$20.8M	4	0.04%	Reduced
63	UBS Group Zurich, Switzerland	$119M	-$1.33M	6	0.03%	Reduced
64	RhumbLine Advisers Boston, Massachusetts	$114M	-$4.44M	5	0.1%	Reduced
65	Amundi Paris, France	$114M	+$30.5M	3	0.04%	Increased
66	Qube Research & Technologies (QRT) London, United Kingdom	$110M	+$85.5M	3	0.16%	Increased
67	Fiduciary Management Inc Milwaukee, Wisconsin	$108M	-$216K	1	0.95%	Reduced
68	Royal Bank of Canada Toronto, Ontario, Canada	$108M	-$7.69M	4	0.02%	Reduced
69	Williams Jones Wealth Management New York	$107M	-$273K	1	1.26%	Reduced
70	Artisan Partners Milwaukee, Wisconsin	$106M	+$13.5M	2	0.16%	Increased
71	Frontier Capital Management Boston, Massachusetts	$105M	+$39.5M	1	0.98%	Increased
72	Schroder Investment Management Group London, United Kingdom	$105M	+$17.7M	3	0.11%	Increased
73	Barclays London, United Kingdom	$101M	+$27.9M	4	0.03%	Increased
74	IP Interval Partners New York	$99.5M	-$69.6M	2	2.23%	Reduced
75	Hennessy Advisors Inc Novato, California	$95.6M	+$9.9M	1	3.06%	Increased