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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	BNP Paribas Financial Markets Paris, France	$26M	+$15.8M	3	0.08%	Increased
77	Diamond Hill Capital Management Columbus, Ohio	$25.8M	-$45.1K	1	0.14%	Reduced
78	LSV Asset Management Chicago, Illinois	$25.4M	+$259K	1	0.05%	Increased
79	Canada Life Winnipeg, Manitoba, Canada	$24.9M	-$368K	3	0.07%	Reduced
80	NFA Nationwide Fund Advisors Columbus, Ohio	$24.6M	+$976K	3	0.1%	Increased
81	PNC Financial Services Group Pittsburgh, Pennsylvania	$24.5M	-$720K	3	0.03%	Reduced
82	Teachers Advisors New York	$23.7M	-$26.5M	3	0.03%	Reduced
83	Thrivent Financial for Lutherans Minneapolis, Minnesota	$23.4M	+$13.2M	3	0.1%	Increased
84	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$22.7M	+$514K	1	2.92%	Increased
85	Royal Bank of Canada Toronto, Ontario, Canada	$22.4M	+$3.04M	3	0.01%	Increased
86	SAM Scopus Asset Management New York	$22.1M	+$18.1M	1	0.24%	Increased
87	Brown Advisory Baltimore, Maryland	$21.1M	-$1.49M	1	0.06%	Reduced
88	New York State Teachers Retirement System (NYSTRS) Albany, New York	$21.1M	-$532K	2	0.05%	Reduced
89	Prudential Financial Newark, New Jersey	$20.7M	-$846K	2	0.03%	Reduced
90	State Board of Administration of Florida Retirement System Tallahassee, Florida	$20.7M	+$206K	3	0.06%	Increased
91	DnB Asset Management Oslo, Norway	$20.6M	-$2.77M	2	0.3%	Reduced
92	UBS Group Zurich, Switzerland	$20.3M	+$3.39M	3	0.01%	Increased
93	Tocqueville Asset Management New York	$20.2M	-$839K	1	0.24%	Reduced
94	EARNEST Partners Atlanta, Georgia	$19.5M	-$855K	1	0.2%	Reduced
95	CM CS McKee Pittsburgh, Pennsylvania	$19.3M	-$243K	1	1.55%	Reduced
96	Janus Henderson Group London,	$19.2M	-$221K	2	0.01%	Reduced
97	Personal Capital Advisors Redwood City, California	$19.1M	-$1.7M	1	0.42%	Reduced
98	Royce & Associates New York	$18.8M	+$3.63M	2	0.12%	Increased
99	Asset Management One Tokyo, Japan	$18.8M	-$287K	1	0.05%	Reduced
100	NIM NXG Investment Management Dallas, Texas	$18.3M	-$1.97M	1	0.61%	Reduced