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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	KBC Group Brussels, Belgium	$58.6M	+$8.71M	2	0.21%	Increased
77	UBS Group Zurich, Switzerland	$58.4M	+$16.1M	6	0.02%	Increased
78	Royce & Associates New York	$56.1M	+$2.81M	2	0.39%	Increased
79	Wasatch Advisors Salt Lake City, Utah	$55.6M	-$380K	1	0.23%	Reduced
80	Cincinnati Insurance Fairfield, Ohio	$55.5M	$0	1	1.12%	Maintained
81	Natixis Advisors Boston, Massachusetts	$53.1M	+$507K	2	0.25%	Increased
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$51.9M	-$1.8M	4	0.07%	Reduced
83	Frontier Capital Management Boston, Massachusetts	$51.8M	+$11.8M	1	0.38%	Increased
84	New York State Common Retirement Fund Albany, New York	$50.1M	-$5.36M	4	0.05%	Reduced
85	APG Asset Management Amsterdam, Netherlands	$49.6M	-$2.41M	1	0.08%	Reduced
86	Amundi Paris, France	$49.6M	+$48.6M	2	0.03%	New
87	Credit Suisse Zurich, Switzerland	$49.4M	+$5.15M	4	0.03%	Increased
88	IP Interval Partners New York	$49.4M	+$10.1M	2	2.04%	Increased
89	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$48.6M	-$1.13M	1	3.76%	Reduced
90	PGGM Investments Zeist, Netherlands	$47.7M	+$148	1	0.2%	Increased
91	Axa Paris, France	$45.2M	+$26.7M	3	0.13%	Increased
92	AssetMark Inc Concord, California	$45.2M	+$1.04M	3	0.21%	Increased
93	GAMCO Investors Greenwich, Connecticut	$45.1M	+$332K	1	0.38%	Increased
94	Massachusetts Financial Services Boston, Massachusetts	$44.7M	+$20.8M	2	0.01%	Increased
95	Rockefeller Capital Management New York	$44M	+$1.92M	3	0.25%	Increased
96	Citigroup New York	$43.7M	+$16.6M	4	0.03%	Increased
97	Panagora Asset Management Boston, Massachusetts	$43.4M	+$37M	4	0.23%	Increased
98	US Bancorp Minneapolis, Minnesota	$41.7M	-$1.33M	3	0.08%	Reduced
99	OP Oslo Pensjonsforsikring Oslo,	$40.6M	+$4.62M	1	5.35%	Increased
100	Raymond James & Associates St Petersburg, Florida	$40.3M	-$504K	3	0.04%	Reduced