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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	Mairs & Power Inc St Paul, Minnesota	$161M	-$1.7M	1	1.56%	Reduced
52	Cincinnati Financial Corp Fairfield, Ohio	$158M	$0	1	3.47%	Maintained
53	William Blair & Company Chicago, Illinois	$156M	+$8.74M	4	0.45%	Increased
54	CET Clean Energy Transition London, United Kingdom	$144M	-$10.2M	1	5.4%	Reduced
55	GAMCO Investors Greenwich, Connecticut	$140M	-$9.52M	1	1.46%	Reduced
56	Raymond James Financial St Petersburg, Florida	$137M	+$145M	4	0.05%	New
57	Robeco Schweiz Zurich, Switzerland	$135M	-$28.1M	2	2.88%	Reduced
58	Amundi Paris, France	$132M	+$19M	4	0.05%	Increased
59	Royal Bank of Canada Toronto, Ontario, Canada	$131M	+$27.2M	5	0.03%	Increased
60	Swedbank Stockholm, Sweden	$128M	-$3.16M	3	0.16%	Reduced
61	Johnson Investment Counsel Cincinnati, Ohio	$126M	+$2.81M	3	1.23%	Increased
62	Massachusetts Financial Services Boston, Massachusetts	$125M	-$103M	2	0.04%	Reduced
63	IP Interval Partners New York	$125M	+$29.7M	2	2.46%	Increased
64	Swiss National Bank Zurich, Switzerland	$122M	-$3.37M	4	0.08%	Reduced
65	Congress Asset Management Boston, Massachusetts	$121M	-$11.8M	4	0.82%	Reduced
66	Pictet Asset Management Carouge, Switzerland	$116M	+$49.7M	4	0.12%	Increased
67	Brown Advisory Baltimore, Maryland	$113M	-$10.9M	2	0.14%	Reduced
68	Envestnet Asset Management Chicago, Illinois	$113M	-$8.04M	4	0.04%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$112M	-$726K	5	0.1%	Reduced
70	Artisan Partners Milwaukee, Wisconsin	$110M	+$13.7M	2	0.16%	Increased
71	Fiduciary Management Inc Milwaukee, Wisconsin	$105M	-$491K	1	0.98%	Reduced
72	Williams Jones Wealth Management New York	$104M	-$1.07M	1	1.25%	Reduced
73	Barclays London, United Kingdom	$102M	+$4.98M	5	0.03%	Increased
74	Janus Henderson Group London,	$102M	-$83.8M	4	0.05%	Reduced
75	Vaughan Nelson Investment Management Houston, Texas	$95.5M	-$101M	2	0.89%	Reduced