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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	EARNEST Partners Atlanta, Georgia	$20.2M	-$1.75M	1	0.19%	Reduced
102	Weiss Multi-Strategy Advisers New York	$20.1M	-$790K	1	0.58%	Reduced
103	MTC McDaniel Terry & Co Austin, Texas	$19.8M	-$525K	1	3.02%	Reduced
104	Creative Planning Overland Park, Kansas	$19.5M	-$36K	2	0.06%	Reduced
105	SC Sasco Capital Fairfield, Connecticut	$19.1M	+$11.3K	1	3%	Increased
106	Federated Hermes Pittsburgh, Pennsylvania	$19M	-$306K	3	0.05%	Reduced
107	Public Employees Retirement Association of Colorado Denver, Colorado	$18.8M	+$2.91M	4	0.11%	Increased
108	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.8M	-$1.3M	4	0.02%	Reduced
109	TCW Group Los Angeles, California	$18.6M	-$5.8M	2	0.22%	Reduced
110	Beck Mack & Oliver New York	$18.5M	-$1.86M	1	0.69%	Reduced
111	Panagora Asset Management Boston, Massachusetts	$18.3M	+$2.19M	4	0.12%	Increased
112	APG Asset Management Amsterdam, Netherlands	$18M	-$5.05M	1	0.03%	Reduced
113	Envestnet Asset Management Chicago, Illinois	$18M	+$1.56M	4	0.02%	Increased
114	Employees Retirement System of Texas Austin, Texas	$17.4M	+$8.6M	2	0.26%	Increased
115	UBS Group Zurich, Switzerland	$17.2M	-$2.87M	5	0.01%	Reduced
116	Amundi Asset Management US Boston, Massachusetts	$17.2M	+$195K	2	0.02%	Increased
117	Primecap Management Pasadena, California	$17.1M	$0	1	0.01%	Maintained
118	Barclays London, United Kingdom	$16.8M	+$3.87M	4	0.01%	Increased
119	Citigroup New York	$16.8M	+$8.15M	4	0.01%	Increased
120	CIBC World Markets New York	$16.6M	+$14.9M	1	0.18%	Increased
121	Teacher Retirement System of Texas Austin, Texas	$16.4M	-$6.19M	1	0.13%	Reduced
122	Frontier Capital Management Boston, Massachusetts	$16.3M	-$3.66M	1	0.14%	Reduced
123	NIMC NWQ Investment Management Company Los Angeles, California	$16.2M	+$1.2M	1	0.54%	Increased
124	Welch & Forbes Boston, Massachusetts	$16.1M	-$109K	1	0.38%	Reduced
125	Canada Life Winnipeg, Manitoba, Canada	$16M	-$768K	2	0.04%	Reduced