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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
101	Schroder Investment Management Group London, United Kingdom	$23.9M	-$4.95M	1	0.04%	Reduced
102	Russell Investments Group London, United Kingdom	$23.6M	+$1.41M	4	0.04%	Increased
103	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$23M	+$14.4M	1	0.04%	Increased
104	PFM Parsec Financial Management Asheville, North Carolina	$22.6M	+$284K	1	1.44%	Increased
105	LSV Asset Management Chicago, Illinois	$22.6M	-$44.9K	1	0.04%	Reduced
106	APG Asset Management Amsterdam, Netherlands	$22.1M	+$7.7M	2	0.04%	Increased
107	GAMCO Investors Greenwich, Connecticut	$21.9M	-$22.4K	1	0.17%	Reduced
108	Comerica Bank Dallas, Texas	$21.6M	-$1.06M	4	0.17%	Reduced
109	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21.5M	+$2.14M	4	0.02%	Increased
110	D.E. Shaw & Co New York	$21.3M	-$2.06M	4	0.03%	Reduced
111	Gotham Asset Management New York	$21.2M	-$7.17M	3	0.31%	Reduced
112	AQR Arbitrage Greenwich, Connecticut	$20.8M	+$216K	1	0.26%	Increased
113	EARNEST Partners Atlanta, Georgia	$20.6M	-$41.1K	1	0.2%	Reduced
114	MTC McDaniel Terry & Co Austin, Texas	$20.4M	-$151K	1	3.5%	Reduced
115	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$20.1M	+$763K	1	0.08%	Increased
116	LM Luminus Management Houston, Texas	$20M	-$16.7M	1	0.43%	Reduced
117	CIBC World Markets New York	$19M	+$15.3M	1	0.16%	Increased
118	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$18.8M	+$1.69M	1	1.8%	Increased
119	HSBC Holdings London, United Kingdom	$18.8M	-$1.92M	3	0.03%	Reduced
120	Creative Planning Overland Park, Kansas	$18.8M	-$15.8K	2	0.07%	Reduced
121	Stifel Financial St. Louis, Missouri	$18.7M	+$235K	4	0.05%	Increased
122	Retirement Systems of Alabama Montgomery, Alabama	$18.6M	-$312K	2	0.09%	Reduced
123	CM CS McKee Pittsburgh, Pennsylvania	$18.4M	-$25.9K	1	1.61%	Reduced
124	Two Sigma Investments New York	$18.1M	+$8.87M	3	0.06%	Increased
125	Korea Investment Corp Seoul, South Korea	$18.1M	+$11.3M	1	0.08%	Increased