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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	Millennium Management New York	$25.6M	-$24.9M	4	0.06%	Reduced
77	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$25.6M	-$12.8M	1	1.2%	Reduced
78	Pzena Investment Management New York	$24.5M	-$4.13K	1	0.19%	Reduced
79	Los Angeles Capital Management Los Angeles, California	$24.3M	-$2.62M	3	0.15%	Reduced
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$23.3M	+$10.2K	4	0.07%	Increased
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$22.4M	-$1.31M	3	0.07%	Reduced
82	APG Asset Management Amsterdam, Netherlands	$22.2M	-$34.7M	1	0.04%	Reduced
83	Russell Investments Group London, United Kingdom	$22.1M	-$8.85M	4	0.06%	Reduced
84	TCW Group Los Angeles, California	$22.1M	-$3.24M	2	0.31%	Reduced
85	Bank of Montreal Toronto, Ontario, Canada	$21.1M	-$8.72M	4	0.02%	Reduced
86	PNC Financial Services Group Pittsburgh, Pennsylvania	$21M	-$496K	4	0.03%	Reduced
87	Arrowstreet Capital Boston, Massachusetts	$20.6M	-$11.5M	3	0.06%	Reduced
88	Teacher Retirement System of Texas Austin, Texas	$19.9M	+$4.9M	1	0.21%	Increased
89	Brown Advisory Baltimore, Maryland	$19.7M	+$39.3K	1	0.06%	Increased
90	STRS Ohio Columbus, Ohio	$19.6M	+$21.1M	4	0.1%	Increased
91	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$19.4M	$0	1	0.07%	Maintained
92	SGAM Smith Group Asset Management Dallas, Texas	$19.4M	-$2.6M	1	1.06%	Reduced
93	EARNEST Partners Atlanta, Georgia	$19.2M	+$79.5K	1	0.22%	Increased
94	BOK Financial Tulsa, Oklahoma	$19.1M	-$5.18M	1	0.55%	Reduced
95	Weiss Multi-Strategy Advisers New York	$18.3M	+$9.81M	2	0.71%	Increased
96	Storebrand Asset Management Lysaker, Norway	$18.1M	+$22.9M	2	0.19%	New
97	Comerica Bank Dallas, Texas	$18M	+$1.66M	4	0.16%	Increased
98	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.9M	+$3.16M	4	0.02%	Increased
99	Beck Mack & Oliver New York	$17.8M	-$1.34M	1	0.79%	Reduced
100	KBC Group Brussels, Belgium	$17.8M	+$5.51M	2	0.15%	Increased