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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 Advisors Boston, Massachusetts	$61.9M	+$237K	2	0.24%	Increased
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$60.7M	-$762K	4	0.07%	Reduced
78	Commerce Bank Kansas City, Missouri	$57.5M	+$43.8M	2	0.38%	Increased
79	Rockefeller Capital Management New York	$57.4M	+$911K	3	0.27%	Increased
80	IP Interval Partners New York	$57.4M	-$7.37M	2	2.45%	Reduced
81	APG Asset Management Amsterdam, Netherlands	$57.2M	-$3.24M	1	0.1%	Reduced
82	AssetMark Inc Concord, California	$56.8M	+$1.48M	3	0.23%	Increased
83	Los Angeles Capital Management Los Angeles, California	$56.2M	+$22.2M	3	0.21%	Increased
84	Russell Investments Group London, United Kingdom	$55.5M	-$18.9M	4	0.09%	Reduced
85	PGGM Investments Zeist, Netherlands	$54.7M	-$4.89M	1	0.27%	Reduced
86	Envestnet Asset Management Chicago, Illinois	$53.1M	+$3.6M	5	0.03%	Increased
87	Panagora Asset Management Boston, Massachusetts	$52.5M	+$2.01M	4	0.28%	Increased
88	Raymond James & Associates St Petersburg, Florida	$51.1M	-$532K	3	0.04%	Reduced
89	US Bancorp Minneapolis, Minnesota	$49.9M	-$228K	4	0.08%	Reduced
90	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$49.5M	+$2.44M	1	3.45%	Increased
91	OP Oslo Pensjonsforsikring Oslo,	$49.4M	$0	1	5.98%	Maintained
92	New York State Common Retirement Fund Albany, New York	$49M	-$5.23M	4	0.05%	Reduced
93	Brown Advisory Baltimore, Maryland	$48.2M	+$4.98M	2	0.06%	Increased
94	D.E. Shaw & Co New York	$48.2M	-$25.9M	5	0.04%	Reduced
95	M&T Bank Buffalo, New York	$46.2M	+$83K	3	0.19%	Increased
96	Citadel Advisors Miami, Florida	$45.8M	+$8.29M	5	0.01%	Increased
97	New York State Teachers Retirement System (NYSTRS) Albany, New York	$44.7M	+$2.18M	3	0.09%	Increased
98	Prudential Financial Newark, New Jersey	$44.6M	-$8.13M	4	0.06%	Reduced
99	Storebrand Asset Management Lysaker, Norway	$43.9M	+$52.4K	3	0.2%	Increased
100	GF Greenhouse Funds Baltimore, Maryland	$43.2M	+$7.55M	1	4.04%	Increased