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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	Vaughan Nelson Investment Management Houston, Texas	$39.7M	-$24.7M	1	0.4%	Reduced
102	Segall Bryant & Hamill Chicago, Illinois	$38.3M	+$36.8M	1	0.37%	Increased
103	M&T Bank Buffalo, New York	$37.9M	-$3.23M	3	0.17%	Reduced
104	SC Sasco Capital Fairfield, Connecticut	$37.7M	-$2.6M	1	4.45%	Reduced
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$37.3M	-$1.04M	4	0.07%	Reduced
106	Storebrand Asset Management Lysaker, Norway	$36.8M	-$489K	3	0.18%	Reduced
107	Barclays London, United Kingdom	$36.5M	+$7.78M	4	0.02%	Increased
108	Envestnet Asset Management Chicago, Illinois	$36.4M	+$3.33M	4	0.02%	Increased
109	Brown Advisory Baltimore, Maryland	$36M	+$16.1K	1	0.05%	Increased
110	Ceredex Value Advisors Orlando, Florida	$35.8M	-$58.1M	1	0.4%	Reduced
111	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$35.5M	+$346K	1	0.07%	Increased
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$35.4M	-$2.04M	3	0.07%	Reduced
113	Natixis Paris, France	$35.1M	-$22.4M	1	0.15%	Reduced
114	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$33.9M	-$1.14M	1	1.09%	Reduced
115	Pzena Investment Management New York	$33.7M	-$9.59M	1	0.13%	Reduced
116	NIG NFJ Investment Group Dallas, Texas	$33.6M	-$831K	1	0.64%	Reduced
117	PR Payden & Rygel Los Angeles, California	$33.4M	-$13.9M	1	1.59%	Reduced
118	AMF Tjänstepension Stockholm, Sweden	$32.6M	+$31.9M	1	0.22%	New
119	Crawford Investment Counsel Atlanta, Georgia	$32.3M	+$340K	2	0.65%	Increased
120	Comerica Bank Dallas, Texas	$31.8M	-$3.7M	4	0.19%	Reduced
121	EARNEST Partners Atlanta, Georgia	$31.6M	-$246K	2	0.19%	Reduced
122	MTC McDaniel Terry & Co Austin, Texas	$31.2M	-$4.57K	1	3.6%	Reduced
123	Robeco Schweiz Zurich, Switzerland	$31M	-$36M	1	0.43%	Reduced
124	Creative Planning Overland Park, Kansas	$30.9M	-$1.14M	2	0.05%	Reduced
125	LSV Asset Management Chicago, Illinois	$29.9M	+$711K	2	0.05%	Increased