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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	Royal Bank of Canada Toronto, Ontario, Canada	$27.6M	+$2.02M	3	0.01%	Increased
77	Canada Life Winnipeg, Manitoba, Canada	$27.5M	-$426K	3	0.07%	Reduced
78	PGGM Investments Zeist, Netherlands	$27.5M	-$13.8M	1	0.14%	Reduced
79	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$27.4M	+$1.44M	1	3.17%	Increased
80	Thrivent Financial for Lutherans Minneapolis, Minnesota	$27M	+$375K	3	0.1%	Increased
81	Teachers Advisors New York	$26.8M	+$354K	3	0.04%	Increased
82	AQR Capital Management Greenwich, Connecticut	$26.4M	-$19M	3	0.03%	Reduced
83	HSBC Holdings London, United Kingdom	$26.4M	+$10.4M	2	0.04%	Increased
84	ACM Atlanta Capital Management Atlanta, Georgia	$24.8M	-$49.6K	1	0.14%	Reduced
85	Brown Advisory Baltimore, Maryland	$24M	-$21.7K	1	0.08%	Reduced
86	New York State Teachers Retirement System (NYSTRS) Albany, New York	$23.7M	-$112K	2	0.06%	Reduced
87	State Board of Administration of Florida Retirement System Tallahassee, Florida	$23.5M	+$150K	3	0.06%	Increased
88	Prudential Financial Newark, New Jersey	$23.2M	+$106K	2	0.03%	Increased
89	Stifel Financial St. Louis, Missouri	$22.9M	+$1.93M	2	0.08%	Increased
90	Royce & Associates New York	$22.4M	+$469K	2	0.15%	Increased
91	Magnetar Financial Evanston, Illinois	$22.1M	+$20.8M	1	0.4%	New
92	Renaissance Technologies New York	$21.9M	-$31M	2	0.03%	Reduced
93	CM CS McKee Pittsburgh, Pennsylvania	$21.8M	-$199K	1	1.69%	Reduced
94	EARNEST Partners Atlanta, Georgia	$21.7M	-$491K	1	0.22%	Reduced
95	Asset Management One Tokyo, Japan	$21.5M	+$140K	1	0.05%	Increased
96	D.E. Shaw & Co New York	$21.2M	-$20.2M	2	0.03%	Reduced
97	MTC McDaniel Terry & Co Austin, Texas	$20.1M	-$226K	1	3.81%	Reduced
98	Gabelli Funds Rye, New York	$20M	-$411K	1	0.11%	Reduced
99	QIM Quantitative Investment Management Charlottesville, Virginia	$19.5M	+$18.4M	1	0.22%	New
100	Welch & Forbes Boston, Massachusetts	$19.3M	+$126K	1	0.51%	Increased