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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	$129M	+$19.2M	4	0.05%	Increased
52	Paradigm Capital Management Inc Albany, New York	$126M	-$78.8K	1	7.02%	Reduced
53	Brown Advisory Baltimore, Maryland	$125M	+$48.7M	3	0.18%	Increased
54	Jane Street New York	$125M	+$95M	4	0.03%	Increased
55	Mairs & Power Inc St Paul, Minnesota	$123M	-$569K	1	1.28%	Reduced
56	CET Clean Energy Transition London, United Kingdom	$118M	+$9.13M	1	14.66%	Increased
57	Artisan Partners Milwaukee, Wisconsin	$117M	+$50M	2	0.19%	Increased
58	Fiduciary Management Inc Milwaukee, Wisconsin	$111M	+$37M	1	1.07%	Increased
59	Qube Research & Technologies (QRT) London, United Kingdom	$111M	+$71.1M	5	0.13%	Increased
60	HSBC Holdings London, United Kingdom	$110M	+$51.2M	2	0.07%	Increased
61	CIP Champlain Investment Partners Burlington, Vermont	$110M	+$53.6M	2	0.8%	Increased
62	Balyasny Asset Management Chicago, Illinois	$109M	-$45.6M	4	0.18%	Reduced
63	Capital International Investors Los Angeles, California	$107M	-$1.71M	2	0.02%	Reduced
64	Johnson Investment Counsel Cincinnati, Ohio	$107M	+$7.76M	3	1.03%	Increased
65	Robeco Schweiz Zurich, Switzerland	$104M	-$5.54M	2	2.55%	Reduced
66	Raymond James Financial St Petersburg, Florida	$103M	+$1.42M	4	0.04%	Increased
67	Swiss National Bank Zurich, Switzerland	$103M	-$1.01M	4	0.07%	Reduced
68	Royal Bank of Canada Toronto, Ontario, Canada	$97.2M	-$13.2M	5	0.02%	Reduced
69	Federated Hermes Pittsburgh, Pennsylvania	$95.9M	+$36.4M	3	0.21%	Increased
70	Massachusetts Financial Services Boston, Massachusetts	$95.7M	+$2.53M	2	0.03%	Increased
71	Williams Jones Wealth Management New York	$94.9M	-$2.58M	1	1.21%	Reduced
72	Janus Henderson Group London,	$94.2M	+$18.1M	4	0.05%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$93.2M	+$2.66M	5	0.09%	Increased
74	Impax Asset Management Group London, United Kingdom	$92.5M	+$76.5M	3	0.56%	Increased
75	GAMCO Investors Greenwich, Connecticut	$91M	-$1.82M	1	1%	Reduced