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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	RhumbLine Advisers Boston, Massachusetts	$39.3M	-$1.27M	4	0.08%	Reduced
77	ClearBridge Investments New York	$38.8M	+$16.6M	2	0.03%	Increased
78	Janus Henderson Group London,	$38.8M	-$20.2M	3	0.02%	Reduced
79	US Bancorp Minneapolis, Minnesota	$38.5M	+$1.6M	3	0.11%	Increased
80	D.E. Shaw & Co New York	$38.2M	-$4.48M	3	0.05%	Reduced
81	Royal Bank of Canada Toronto, Ontario, Canada	$35.8M	+$1.18M	4	0.02%	Increased
82	SAM Scopus Asset Management New York	$33.7M	-$10.1M	2	0.45%	Reduced
83	Amundi Asset Management US Boston, Massachusetts	$33.6M	-$763K	2	0.04%	Reduced
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$32.9M	-$916K	4	0.06%	Reduced
85	Prudential Financial Newark, New Jersey	$32.7M	+$960K	4	0.05%	Increased
86	Cincinnati Insurance Fairfield, Ohio	$32.6M	$0	1	0.91%	Maintained
87	UBS Group Zurich, Switzerland	$32.2M	+$9.84M	5	0.01%	Increased
88	Westwood Holdings Group Dallas, Texas	$32M	-$3.87M	1	0.28%	Reduced
89	KBC Group Brussels, Belgium	$31.6M	-$4.68M	2	0.24%	Reduced
90	Point72 Asset Management Stamford, Connecticut	$31.5M	+$24.3M	2	0.13%	Increased
91	Axa Paris, France	$30.3M	+$23.4M	3	0.11%	Increased
92	Schroder Investment Management Group London, United Kingdom	$29.5M	-$30.2M	1	0.05%	Reduced
93	State Board of Administration of Florida Retirement System Tallahassee, Florida	$28.4M	-$805K	4	0.07%	Reduced
94	New York State Teachers Retirement System (NYSTRS) Albany, New York	$27.7M	-$1.93M	3	0.07%	Reduced
95	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$27.2M	+$518K	1	2.81%	Increased
96	PNC Financial Services Group Pittsburgh, Pennsylvania	$27.2M	-$842K	4	0.03%	Reduced
97	Credit Suisse Zurich, Switzerland	$25.9M	+$4.85M	4	0.02%	Increased
98	Brown Advisory Baltimore, Maryland	$25.5M	-$153K	2	0.07%	Reduced
99	Gates Capital Management New York	$25.3M	-$138M	1	0.64%	Reduced
100	Gotham Asset Management New York	$24.2M	+$630K	2	0.33%	Increased