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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	Fidelity Investments Boston, Massachusetts	$45.9M	+$9.05M	3	0%	Increased
77	Raymond James & Associates St Petersburg, Florida	$45.7M	-$1.24M	3	0.05%	Reduced
78	FAS Formuepleje A/S Aarhus C, Denmark	$45.3M	-$12.1M	1	1.92%	Reduced
79	Rockefeller Capital Management New York	$45.2M	+$824K	3	0.34%	Increased
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$44.5M	+$4.79K	4	0.06%	Increased
81	Vaughan Nelson Investment Management Houston, Texas	$43.8M	-$905K	1	0.51%	Reduced
82	Allianz Asset Management Munich, Germany	$43.5M	+$3.89M	1	0.04%	Increased
83	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$42.3M	+$769K	1	3.77%	Increased
84	Natixis Advisors Boston, Massachusetts	$41.8M	+$4.9M	2	0.24%	Increased
85	STRS Ohio Columbus, Ohio	$41M	-$454K	4	0.16%	Reduced
86	Two Sigma Advisers New York	$39.7M	+$12.3M	3	0.11%	Increased
87	Frontier Capital Management Boston, Massachusetts	$38M	+$529K	1	0.28%	Increased
88	Credit Suisse Zurich, Switzerland	$37.7M	+$3.37M	4	0.02%	Increased
89	SAM Scopus Asset Management New York	$37.6M	+$950K	1	0.6%	Increased
90	AssetMark Inc Concord, California	$37M	+$3.29M	3	0.21%	Increased
91	Pzena Investment Management New York	$36.5M	-$39.2K	1	0.17%	Reduced
92	Royal Bank of Canada Toronto, Ontario, Canada	$35.8M	-$880K	4	0.01%	Reduced
93	US Bancorp Minneapolis, Minnesota	$35.4M	-$5.28M	3	0.08%	Reduced
94	GAMCO Investors Greenwich, Connecticut	$34.9M	+$5.3M	1	0.33%	Increased
95	Bank of Montreal Toronto, Ontario, Canada	$34.6M	+$8.55M	4	0.02%	Increased
96	PGGM Investments Zeist, Netherlands	$34.6M	+$26.8M	1	0.16%	Increased
97	Two Sigma Investments New York	$34M	+$13.2M	3	0.1%	Increased
98	PR Payden & Rygel Los Angeles, California	$33.3M	+$3.85M	1	1.71%	Increased
99	Comerica Bank Dallas, Texas	$33.1M	+$578K	4	0.21%	Increased
100	State Board of Administration of Florida Retirement System Tallahassee, Florida	$33M	-$572K	4	0.07%	Reduced