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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	XN LP New York	$140M	+$122M	1	5.15%	New
77	RhumbLine Advisers Boston, Massachusetts	$137M	+$1.55M	6	0.12%	Increased
78	Reinhart Partners Mequon, Wisconsin	$130M	-$11.5M	1	3.75%	Reduced
79	Janus Henderson Group London,	$130M	+$66.8M	4	0.06%	Increased
80	BNP Paribas Asset Management Paris, France	$129M	+$94.4M	4	0.15%	Increased
81	Swedbank Stockholm, Sweden	$123M	+$22.8M	3	0.13%	Increased
82	New York State Common Retirement Fund Albany, New York	$121M	+$4.86M	6	0.17%	Increased
83	GAMCO Investors Greenwich, Connecticut	$121M	-$52.6M	2	1.19%	Reduced
84	Artemis Investment Management Edinburgh, United Kingdom	$119M	-$39.2M	1	1.27%	Reduced
85	SEI Investments Oaks, Pennsylvania	$114M	-$8.99M	5	0.11%	Reduced
86	California Public Employees Retirement System Sacramento, California	$113M	-$1.52M	4	0.07%	Reduced
87	Merewether Investment Management Dallas, Texas	$112M	-$43.7M	1	2.18%	Reduced
88	Brown Advisory Baltimore, Maryland	$112M	-$29.8M	3	0.18%	Reduced
89	Williams Jones Wealth Management New York	$110M	-$1.61M	3	1.35%	Reduced
90	VOYA Investment Management Atlanta, Georgia	$110M	+$6.75M	4	0.11%	Increased
91	BNP Paribas Financial Markets Paris, France	$109M	-$47.7M	6	0.05%	Reduced
92	Schroder Investment Management Group London, United Kingdom	$109M	-$4.66M	3	0.09%	Reduced
93	Barclays London, United Kingdom	$108M	-$19.5M	7	0.03%	Reduced
94	Driehaus Capital Management Chicago, Illinois	$107M	-$2.55M	1	0.79%	Reduced
95	Conestoga Capital Advisors Wayne, Pennsylvania	$105M	-$46M	1	2.1%	Reduced
96	Copeland Capital Management Conshohocken, Pennsylvania	$97.7M	-$1.94M	2	2.17%	Reduced
97	Bank of Montreal Toronto, Ontario, Canada	$97.3M	+$8.47M	4	0.04%	Increased
98	Qube Research & Technologies (QRT) London, United Kingdom	$95.2M	-$63.5M	2	0.11%	Reduced
99	Thrivent Financial for Lutherans Minneapolis, Minnesota	$94.6M	+$11M	4	0.18%	Increased
100	LPL Financial San Diego, California	$94.1M	+$4.26M	5	0.03%	Increased