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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	Natixis Paris, France	$52.8M	+$38.3M	1	0.17%	Increased
77	New York State Common Retirement Fund Albany, New York	$50.8M	-$5.47M	4	0.06%	Reduced
78	Cincinnati Insurance Fairfield, Ohio	$50.6M	$0	1	1.07%	Maintained
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$49.5M	+$543K	4	0.07%	Increased
80	Natixis Advisors Boston, Massachusetts	$47.8M	+$1.79M	2	0.25%	Increased
81	RP RR Partners New York	$47.7M	+$44.3M	1	5.79%	New
82	APG Asset Management Amsterdam, Netherlands	$47.5M	+$44.6M	1	0.08%	Increased
83	Royce & Associates New York	$47.5M	+$23.4M	2	0.32%	Increased
84	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$45.3M	-$594K	1	3.79%	Reduced
85	KBC Group Brussels, Belgium	$45.2M	-$8.58M	2	0.18%	Reduced
86	Royal Bank of Canada Toronto, Ontario, Canada	$44.4M	+$4.66M	4	0.01%	Increased
87	PGGM Investments Zeist, Netherlands	$43.5M	+$5.49M	1	0.19%	Increased
88	PR Payden & Rygel Los Angeles, California	$43.4M	+$6.65M	1	2.02%	Increased
89	Rockefeller Capital Management New York	$43M	-$5.74M	3	0.29%	Reduced
90	Los Angeles Capital Management Los Angeles, California	$42.6M	-$8.25M	3	0.19%	Reduced
91	Credit Suisse Zurich, Switzerland	$42.1M	+$996K	3	0.02%	Increased
92	AssetMark Inc Concord, California	$40.2M	+$59.8K	3	0.21%	Increased
93	GAMCO Investors Greenwich, Connecticut	$39.9M	-$1.09M	1	0.35%	Reduced
94	Pzena Investment Management New York	$39.6M	$0	1	0.16%	Maintained
95	US Bancorp Minneapolis, Minnesota	$39.5M	-$359K	4	0.08%	Reduced
96	Amundi Asset Management US Boston, Massachusetts	$39M	+$3.26M	2	0.03%	Increased
97	UBS Group Zurich, Switzerland	$38.2M	+$2.62M	5	0.01%	Increased
98	M&T Bank Buffalo, New York	$37.4M	+$14.9M	3	0.16%	Increased
99	Raymond James & Associates St Petersburg, Florida	$37.4M	-$12.5M	3	0.04%	Reduced
100	SC Sasco Capital Fairfield, Connecticut	$36M	+$3.49M	1	4.5%	Increased