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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	Royce & Associates New York	$21.2M	-$4.81M	2	0.13%	Reduced
77	Macquarie Group Sydney, NSW 2000, Australia	$20.8M	-$3.26M	2	0.04%	Reduced
78	Canada Life Winnipeg, Manitoba, Canada	$20.6M	+$13.1M	3	0.07%	Increased
79	Winton Group London, United Kingdom	$20.5M	-$11.9M	1	0.22%	Reduced
80	Point72 Asset Management Stamford, Connecticut	$20.3M	+$19M	1	0.16%	New
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$20M	+$104K	1	0.04%	Increased
82	New York State Teachers Retirement System (NYSTRS) Albany, New York	$19.9M	-$4.35K	2	0.05%	Reduced
83	Teachers Advisors New York	$19.6M	+$2.76M	3	0.04%	Increased
84	Prudential Financial Newark, New Jersey	$19.3M	+$23.2K	3	0.03%	Increased
85	First Trust Advisors Wheaton, Illinois	$19.2M	-$4.54M	3	0.06%	Reduced
86	GAMCO Investors Greenwich, Connecticut	$18.7M	-$166K	1	0.12%	Reduced
87	Johnson Investment Counsel Cincinnati, Ohio	$18.1M	-$10.5M	1	0.63%	Reduced
88	Brown Advisory Baltimore, Maryland	$17.9M	-$120K	1	0.06%	Reduced
89	AQR Capital Management Greenwich, Connecticut	$17.7M	-$6.7M	3	0.03%	Reduced
90	NFA Nationwide Fund Advisors Columbus, Ohio	$17.6M	+$291K	3	0.08%	Increased
91	RIM Ranger Investment Management Dallas, Texas	$16.8M	-$2.17M	1	1.03%	Reduced
92	O'Shaughnessy Asset Management Stamford, Connecticut	$16.8M	+$12.2M	2	0.42%	Increased
93	SIC Schwartz Investment Counsel Plymouth, Michigan	$16.8M	$0	1	1.26%	Maintained
94	RhumbLine Advisers Boston, Massachusetts	$16.7M	-$1.05M	3	0.05%	Reduced
95	AIG American International Group New York	$16.6M	-$2.26M	3	0.07%	Reduced
96	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$16.1M	+$532K	1	2.66%	Increased
97	MTB Mizuho Trust & Banking Tokyo, Japan	$15.8M	+$417K	1	0.05%	Increased
98	UBS Group Zurich, Switzerland	$15.8M	-$5.33M	4	0.01%	Reduced
99	Axa Paris, France	$15.8M	-$27.9M	1	0.07%	Reduced
100	DnB Asset Management Oslo, Norway	$15.4M	+$2.79M	2	0.32%	Increased