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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	AIM Allen Investment Management New York	$23.8M	-$1.12M	1	1.65%	Reduced
77	ACM Atlanta Capital Management Atlanta, Georgia	$23.5M	+$525K	1	0.16%	Increased
78	SAM Scopus Asset Management New York	$23.5M	+$22.7M	1	0.31%	New
79	Principal Financial Group Des Moines, Iowa	$23.5M	+$267K	2	0.03%	Increased
80	PNC Financial Services Group Pittsburgh, Pennsylvania	$23.3M	-$1.42M	3	0.03%	Reduced
81	Prudential Financial Newark, New Jersey	$21.7M	+$1.61M	3	0.04%	Increased
82	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$21.5M	-$22.6K	1	0.05%	Reduced
83	Tocqueville Asset Management New York	$21.3M	-$4.75M	1	0.25%	Reduced
84	New York State Teachers Retirement System (NYSTRS) Albany, New York	$20.9M	-$392K	2	0.06%	Reduced
85	Renaissance Technologies New York	$20.9M	+$6.5M	2	0.04%	Increased
86	Teachers Advisors New York	$20.8M	+$214K	3	0.04%	Increased
87	Citigroup New York	$20.6M	+$13.9M	3	0.02%	Increased
88	O'Shaughnessy Asset Management Stamford, Connecticut	$19.6M	+$3.04M	2	0.51%	Increased
89	Brown Advisory Baltimore, Maryland	$19.4M	+$82.8K	1	0.07%	Increased
90	Johnson Investment Counsel Cincinnati, Ohio	$18.4M	-$1.03M	1	0.61%	Reduced
91	RhumbLine Advisers Boston, Massachusetts	$18.3M	+$587K	3	0.05%	Increased
92	AQR Capital Management Greenwich, Connecticut	$18.2M	-$351K	3	0.03%	Reduced
93	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.1M	$0	1	1.31%	Maintained
94	State Board of Administration of Florida Retirement System Tallahassee, Florida	$18M	+$2.85M	3	0.06%	Increased
95	NFA Nationwide Fund Advisors Columbus, Ohio	$17.7M	-$218K	3	0.08%	Reduced
96	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$17.3M	-$5.61K	1	2.68%	Reduced
97	MTB Mizuho Trust & Banking Tokyo, Japan	$16.9M	-$135K	1	0.05%	Reduced
98	UBS Group Zurich, Switzerland	$16.8M	-$263K	4	0.01%	Reduced
99	BlackRock Advisors Wilmington, Delaware	$16M	+$590K	3	0.02%	Increased
100	KLC Knowledge Leaders Capital Denver, Colorado	$15.8M	+$1.53M	1	4.87%	Increased