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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	HSBC Holdings London, United Kingdom	$166M	+$48.1M	2	0.1%	Increased
52	AllianceBernstein Nashville, Tennessee	$165M	-$23M	4	0.05%	Reduced
53	Corient Private Wealth Miami, Florida	$162M	-$27.1M	4	0.22%	Reduced
54	Qube Research & Technologies (QRT) London, United Kingdom	$162M	+$42.1M	2	0.16%	Increased
55	Paradigm Capital Management Inc Albany, New York	$161M	-$1.25M	1	7.84%	Reduced
56	Artisan Partners Milwaukee, Wisconsin	$157M	+$1.98M	2	0.23%	Increased
57	Cincinnati Financial Corp Fairfield, Ohio	$155M	$0	1	3.28%	Maintained
58	Capital International Investors Los Angeles, California	$152M	+$34.7M	2	0.03%	Increased
59	Brown Advisory Baltimore, Maryland	$151M	+$18.1M	3	0.2%	Increased
60	Geneva Capital Management Milwaukee, Wisconsin	$150M	+$12.2M	1	2.52%	Increased
61	Johnson Investment Counsel Cincinnati, Ohio	$146M	+$2.19M	3	1.31%	Increased
62	CET Clean Energy Transition London, United Kingdom	$143M	-$18.9M	1	11.45%	Reduced
63	Conestoga Capital Advisors Wayne, Pennsylvania	$137M	-$2.62M	1	2.03%	Reduced
64	Fuller & Thaler Asset Management San Mateo, California	$135M	+$59.1M	2	0.49%	Increased
65	Woodline Partners San Francisco, California	$133M	+$50.7M	2	0.7%	Increased
66	Clark Capital Management Group Philadelphia, Pennsylvania	$131M	+$41.7M	2	0.91%	Increased
67	Robeco Schweiz Zurich, Switzerland	$130M	-$5.77M	2	3%	Reduced
68	Kayne Anderson Rudnick Investment Management Los Angeles, California	$121M	-$9.61M	3	0.29%	Reduced
69	Swiss National Bank Zurich, Switzerland	$118M	+$4.28M	4	0.07%	Increased
70	Amundi Paris, France	$118M	-$28.2M	2	0.04%	Reduced
71	GAMCO Investors Greenwich, Connecticut	$117M	+$262K	2	1.16%	Increased
72	Impax Asset Management Group London, United Kingdom	$116M	+$5.96M	3	0.67%	Increased
73	Barclays London, United Kingdom	$108M	+$12.5M	5	0.02%	Increased
74	Reinhart Partners Mequon, Wisconsin	$108M	+$19.3M	1	3.67%	Increased
75	Congress Asset Management Boston, Massachusetts	$106M	-$6.83M	2	0.73%	Reduced