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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
76	Eaton Vance Management Boston, Massachusetts	$30M	+$28.9M	1	0.09%	New
77	Charles Schwab San Francisco, California	$29.5M	+$28.1M	3	0.07%	New
78	Morgan Stanley New York	$28.9M	+$27.6M	3	0.01%	New
79	Cincinnati Insurance Fairfield, Ohio	$27.4M	+$26.4M	1	1.13%	New
80	Foresters Investment Management New York	$27.1M	+$26.1M	1	0.82%	New
81	Susquehanna International Group Bala Cynwyd, Pennsylvania	$26.6M	+$25.5M	2	0.02%	New
82	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$26.4M	+$25.4M	1	0.07%	New
83	State Board of Administration of Florida Retirement System Tallahassee, Florida	$26.3M	+$25.2M	3	0.09%	New
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$25.1M	+$24.1M	3	0.08%	New
85	Parametric Portfolio Associates Seattle, Washington	$25M	+$23.9M	3	0.07%	New
86	Nuveen Charlotte, North Carolina	$24.6M	+$23.6M	1	0.17%	New
87	RhumbLine Advisers Boston, Massachusetts	$24.4M	+$23.4M	3	0.08%	New
88	Prudential Financial Newark, New Jersey	$23.5M	+$22.5M	2	0.05%	New
89	WC Walthausen & Co Malta, New York	$22.6M	+$20.3M	2	2.28%	New
90	Jennison Associates New York	$22.5M	+$21.7M	1	0.03%	New
91	Brown Advisory Baltimore, Maryland	$22.1M	+$21.3M	1	0.09%	New
92	Winton Capital Management London, United Kingdom	$22M	+$21.2M	1	0.27%	New
93	Eagle Asset Management St Petersburg, Florida	$21.8M	+$21M	1	0.14%	New
94	SM Seminole Management New York	$21.7M	+$20.9M	1	1.23%	New
95	UBS Zurich, Switzerland	$21.7M	+$20.9M	3	0.03%	New
96	Principal Financial Group Des Moines, Iowa	$21.6M	+$20.6M	3	0.05%	New
97	GAMCO Investors Greenwich, Connecticut	$21.6M	+$19.1M	1	0.14%	New
98	ACM Atlanta Capital Management Atlanta, Georgia	$20.7M	+$18.9M	1	0.16%	New
99	BlackRock Advisors Wilmington, Delaware	$20.2M	+$19.4M	3	0.02%	New
100	Nordea Investment Management Stockholm, Sweden	$19.9M	+$19.2M	1	0.12%	New