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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	IP Interval Partners New York	$195M	-$44.8M	3	3.18%	Reduced
52	Capital World Investors Los Angeles, California	$191M	+$43.4M	2	0.03%	Increased
53	Geneva Capital Management Milwaukee, Wisconsin	$189M	-$1.11M	1	3.24%	Reduced
54	Johnson Investment Counsel Cincinnati, Ohio	$186M	-$2.6M	3	1.55%	Reduced
55	CET Clean Energy Transition London, United Kingdom	$181M	-$10.2M	2	13.31%	Reduced
56	Clark Capital Management Group Philadelphia, Pennsylvania	$181M	+$3.57M	1	1.13%	Increased
57	Impax Asset Management Group London, United Kingdom	$174M	+$18.4M	3	1.02%	Increased
58	Boston Partners Boston, Massachusetts	$174M	+$7.63M	2	0.18%	Increased
59	Merewether Investment Management Dallas, Texas	$168M	+$54.9M	1	4.01%	Increased
60	Brown Advisory Baltimore, Maryland	$167M	-$15M	3	0.22%	Reduced
61	Robeco Schweiz Zurich, Switzerland	$166M	+$1.62M	2	3.73%	Increased
62	Amundi Paris, France	$164M	+$50.3M	4	0.05%	Increased
63	American Century Companies Kansas City, Missouri	$161M	-$71.8M	4	0.08%	Reduced
64	Holocene Advisors New York	$161M	+$136M	2	0.37%	Increased
65	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$159M	+$57.3M	1	32.63%	Increased
66	Conestoga Capital Advisors Wayne, Pennsylvania	$158M	-$13.7M	1	2.54%	Reduced
67	ProShare Advisors Bethesda, Maryland	$156M	-$10.1M	4	0.33%	Reduced
68	Balyasny Asset Management Chicago, Illinois	$149M	+$68.6M	4	0.19%	Increased
69	Corient Private Wealth Miami, Florida	$144M	-$6.7M	3	0.23%	Reduced
70	GAMCO Investors Greenwich, Connecticut	$142M	-$24.6M	2	1.37%	Reduced
71	Cincinnati Financial Corp Fairfield, Ohio	$141M	$0	1	2.79%	Maintained
72	Federated Hermes Pittsburgh, Pennsylvania	$140M	+$12.4M	3	0.25%	Increased
73	Capital International Investors Los Angeles, California	$138M	-$39.5M	1	0.02%	Reduced
74	Fuller & Thaler Asset Management San Mateo, California	$137M	-$38M	1	0.47%	Reduced
75	Kayne Anderson Rudnick Investment Management Los Angeles, California	$136M	-$14.4M	3	0.33%	Reduced