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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	Frontier Capital Management Boston, Massachusetts	$93.9M	+$2.88M	1	0.89%	Increased
77	Schroder Investment Management Group London, United Kingdom	$92.7M	-$8.82M	4	0.09%	Reduced
78	ClearBridge Investments New York	$91.8M	+$44.4M	3	0.07%	Increased
79	Clark Capital Management Group Philadelphia, Pennsylvania	$89.3M	-$59M	1	0.62%	Reduced
80	California Public Employees Retirement System Sacramento, California	$88.6M	-$884K	4	0.06%	Reduced
81	Woodline Partners San Francisco, California	$87.9M	+$75.6M	2	0.59%	Increased
82	Federated Hermes Pittsburgh, Pennsylvania	$87.5M	+$7.89M	3	0.19%	Increased
83	CIP Champlain Investment Partners Burlington, Vermont	$86.7M	+$93.8M	1	0.55%	New
84	BOK Financial Tulsa, Oklahoma	$84.7M	+$19.5K	3	1.43%	Increased
85	Lord, Abbett & Co Jersey City, New Jersey	$83.9M	+$5.52M	2	0.27%	Increased
86	Alyeska Investment Group Chicago, Illinois	$82.8M	+$29.9M	2	0.31%	Increased
87	EARNEST Partners Atlanta, Georgia	$78.7M	-$740K	1	0.35%	Reduced
88	Ceredex Value Advisors Orlando, Florida	$77.3M	-$10.9M	2	1.56%	Reduced
89	M&T Bank Buffalo, New York	$77M	+$1.04M	3	0.26%	Increased
90	Fuller & Thaler Asset Management San Mateo, California	$76.7M	+$6.48M	2	0.29%	Increased
91	SEI Investments Oaks, Pennsylvania	$75.4M	+$10.6M	4	0.1%	Increased
92	Baird Financial Group Milwaukee, Wisconsin	$75.4M	+$19.2M	3	0.14%	Increased
93	Stephens Investment Management Group Houston, Texas	$71.4M	+$4.77M	1	0.96%	Increased
94	Cincinnati Insurance Fairfield, Ohio	$69.2M	$0	1	1.22%	Maintained
95	HSBC Holdings London, United Kingdom	$68.6M	-$14.3M	4	0.04%	Reduced
96	Capital World Investors Los Angeles, California	$68.5M	+$5.76M	1	0.01%	Increased
97	Commerce Bank Kansas City, Missouri	$67.2M	+$60.9K	2	0.41%	Increased
98	Teacher Retirement System of Texas Austin, Texas	$65.9M	+$224K	3	0.24%	Increased
99	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$65.6M	+$419K	1	0.04%	Increased
100	New York State Common Retirement Fund Albany, New York	$65.2M	+$988K	4	0.09%	Increased