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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$23.7M	+$540K	1	0.05%	Increased
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$23.2M	-$1.14M	3	0.06%	Reduced
78	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.6M	-$16.3M	2	0.2%	Reduced
79	Prudential Financial Newark, New Jersey	$22M	+$352K	3	0.04%	Increased
80	Principal Financial Group Des Moines, Iowa	$21.8M	-$1.13M	3	0.03%	Reduced
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$21.8M	-$1.55M	2	0.06%	Reduced
82	WC Walthausen & Co Malta, New York	$21.2M	-$6.77M	2	1.55%	Reduced
83	Swiss National Bank Zurich, Switzerland	$20.1M	+$830K	3	0.05%	Increased
84	ACM Atlanta Capital Management Atlanta, Georgia	$19.7M	-$399K	1	0.13%	Reduced
85	Bank of Montreal Toronto, Ontario, Canada	$19.3M	+$349K	3	0.02%	Increased
86	BlackRock Advisors Wilmington, Delaware	$19.3M	-$7.49M	3	0.02%	Reduced
87	GAMCO Investors Greenwich, Connecticut	$19.1M	-$1.36M	1	0.1%	Reduced
88	ARC Absolute Return Capital Boston, Massachusetts	$19.1M	-$8.31M	1	0.76%	Reduced
89	Brown Advisory Baltimore, Maryland	$18.9M	-$282K	1	0.06%	Reduced
90	RhumbLine Advisers Boston, Massachusetts	$18.8M	-$1.4M	3	0.06%	Reduced
91	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.3M	$0	1	1.24%	Maintained
92	US Bancorp Minneapolis, Minnesota	$18M	-$556K	3	0.07%	Reduced
93	NFA Nationwide Fund Advisors Columbus, Ohio	$17.2M	+$42.8K	3	0.07%	Increased
94	RIM Ranger Investment Management Dallas, Texas	$17.1M	+$18.1M	1	0.83%	New
95	Macquarie Group Sydney, NSW 2000, Australia	$17.1M	+$2.06M	2	0.03%	Increased
96	PFM Parsec Financial Management Asheville, North Carolina	$16.7M	+$169K	1	1.68%	Increased
97	ProShare Advisors Bethesda, Maryland	$16.7M	+$77.2K	1	0.23%	Increased
98	Teachers Advisors New York	$16.4M	+$2.18M	3	0.03%	Increased
99	Royal Bank of Canada Toronto, Ontario, Canada	$16.4M	+$11.1M	3	0.01%	Increased
100	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$16.2M	-$323K	1	3.12%	Reduced