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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	Frontier Capital Management Boston, Massachusetts	$35.5M	-$8.92M	1	0.27%	Reduced
102	Bank of Montreal Toronto, Ontario, Canada	$35.4M	-$1.68M	4	0.02%	Reduced
103	IP Interval Partners New York	$35.3M	+$13.1M	2	1.36%	Increased
104	Arrowstreet Capital Boston, Massachusetts	$35.2M	-$31.5M	3	0.05%	Reduced
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$35M	-$1.35M	4	0.07%	Reduced
106	Storebrand Asset Management Lysaker, Norway	$34.4M	-$28.1K	3	0.18%	Reduced
107	Comerica Bank Dallas, Texas	$34.4M	-$1.94M	4	0.21%	Reduced
108	New York State Teachers Retirement System (NYSTRS) Albany, New York	$34.2M	-$1.84M	4	0.07%	Reduced
109	Holocene Advisors New York	$34M	-$25.4M	2	0.21%	Reduced
110	Brown Advisory Baltimore, Maryland	$32.7M	-$41.1K	1	0.06%	Reduced
111	OP Oslo Pensjonsforsikring Oslo,	$32.1M	+$29.5M	1	4.71%	New
112	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$32M	+$451K	1	0.07%	Increased
113	NIG NFJ Investment Group Dallas, Texas	$31.4M	+$29.1M	1	0.63%	New
114	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$31.3M	+$9.08M	1	1.04%	Increased
115	SAM Scopus Asset Management New York	$31.3M	-$8.91M	1	0.39%	Reduced
116	Sessa Capital New York	$30.7M	$0	1	1.18%	Maintained
117	Envestnet Asset Management Chicago, Illinois	$30.4M	+$967K	4	0.02%	Increased
118	BOK Financial Tulsa, Oklahoma	$30.2M	+$834K	2	0.55%	Increased
119	Creative Planning Overland Park, Kansas	$29.3M	+$981K	2	0.06%	Increased
120	EARNEST Partners Atlanta, Georgia	$29M	-$141K	2	0.17%	Reduced
121	Crawford Investment Counsel Atlanta, Georgia	$28.6M	-$483K	2	0.64%	Reduced
122	MTC McDaniel Terry & Co Austin, Texas	$28.4M	+$150K	1	3.48%	Increased
123	Federated Hermes Pittsburgh, Pennsylvania	$28.2M	+$138K	3	0.05%	Increased
124	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$26.6M	-$1.82M	4	0.02%	Reduced
125	Barclays London, United Kingdom	$26.5M	-$5.39M	4	0.01%	Reduced