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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$32.8M	-$1.58M	4	0.07%	Reduced
102	Amundi Asset Management US Boston, Massachusetts	$32.7M	-$61.3K	2	0.03%	Reduced
103	UBS Group Zurich, Switzerland	$32.3M	-$1.97M	4	0.01%	Reduced
104	Storebrand Asset Management Lysaker, Norway	$31.7M	+$226K	3	0.19%	Increased
105	Brown Advisory Baltimore, Maryland	$30.2M	+$205K	1	0.05%	Increased
106	Barclays London, United Kingdom	$29.9M	+$5.43M	4	0.02%	Increased
107	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$29M	+$897K	1	0.07%	Increased
108	River Road Asset Management Louisville, Kentucky	$28.2M	+$1.09M	1	0.4%	Increased
109	BOK Financial Tulsa, Oklahoma	$27.9M	+$72.6K	2	0.53%	Increased
110	Envestnet Asset Management Chicago, Illinois	$26.9M	+$1.54M	4	0.02%	Increased
111	SC Sasco Capital Fairfield, Connecticut	$26.9M	+$2.09M	1	3.81%	Increased
112	EARNEST Partners Atlanta, Georgia	$26.8M	-$1.69M	2	0.19%	Reduced
113	MTC McDaniel Terry & Co Austin, Texas	$26M	+$252K	1	3.3%	Increased
114	Creative Planning Overland Park, Kansas	$26M	+$372K	2	0.06%	Increased
115	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$25.8M	-$1.45M	4	0.02%	Reduced
116	Sessa Capital New York	$25.6M	+$2.11M	1	1.64%	Increased
117	Panagora Asset Management Boston, Massachusetts	$25.1M	+$18.2M	4	0.15%	Increased
118	ACM Atlanta Capital Management Atlanta, Georgia	$25M	-$925K	1	0.09%	Reduced
119	Crawford Investment Counsel Atlanta, Georgia	$24.3M	+$134K	2	0.6%	Increased
120	SGAM Smith Group Asset Management Dallas, Texas	$24.2M	-$1.42M	1	1.4%	Reduced
121	Federated Hermes Pittsburgh, Pennsylvania	$23.6M	-$1.98M	3	0.05%	Reduced
122	Beck Mack & Oliver New York	$22.7M	-$1.58M	1	0.75%	Reduced
123	VOYA Investment Management Atlanta, Georgia	$22.6M	+$7.54M	4	0.05%	Increased
124	Public Employees Retirement Association of Colorado Denver, Colorado	$22.4M	-$290K	4	0.11%	Reduced
125	Point72 Asset Management Stamford, Connecticut	$22.1M	-$9.36M	1	0.11%	Reduced