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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	State Board of Administration of Florida Retirement System Tallahassee, Florida	$43.2M	-$475K	4	0.08%	Reduced
102	Robeco Schweiz Zurich, Switzerland	$42.6M	+$2.38M	1	0.55%	Increased
103	Barclays London, United Kingdom	$42.2M	-$10.4M	4	0.02%	Reduced
104	SEI Investments Oaks, Pennsylvania	$41.9M	+$2.41M	3	0.08%	Increased
105	Royce & Associates New York	$40M	-$4.32M	2	0.3%	Reduced
106	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$39.3M	-$2.88M	1	0.07%	Reduced
107	Ceredex Value Advisors Orlando, Florida	$39.1M	-$5.35M	1	0.42%	Reduced
108	BOK Financial Tulsa, Oklahoma	$38.9M	-$3.39M	2	0.6%	Reduced
109	MTC McDaniel Terry & Co Austin, Texas	$38.3M	+$564K	1	3.84%	Increased
110	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.3M	-$858K	1	1.23%	Reduced
111	Creative Planning Overland Park, Kansas	$37.8M	+$342K	3	0.06%	Increased
112	Woodline Partners San Francisco, California	$37.5M	+$35M	2	0.54%	New
113	First Trust Advisors Wheaton, Illinois	$37.1M	+$7.64M	3	0.04%	Increased
114	SAM Scopus Asset Management New York	$35.6M	-$1.92M	2	0.76%	Reduced
115	Frontier Capital Management Boston, Massachusetts	$35.1M	+$167K	1	0.28%	Increased
116	Public Employees Retirement Association of Colorado Denver, Colorado	$34.6M	$0	4	0.14%	Maintained
117	Crawford Investment Counsel Atlanta, Georgia	$34.2M	-$4.36M	2	0.65%	Reduced
118	EARNEST Partners Atlanta, Georgia	$33.8M	-$670K	2	0.2%	Reduced
119	Primecap Management Pasadena, California	$33.7M	$0	1	0.02%	Maintained
120	Canada Life Winnipeg, Manitoba, Canada	$33.5M	+$959K	3	0.07%	Increased
121	Allianz Asset Management Munich, Germany	$33.4M	+$18.6M	2	0.02%	Increased
122	Federated Hermes Pittsburgh, Pennsylvania	$32.7M	-$830K	3	0.06%	Reduced
123	Eventide Asset Management Boston, Massachusetts	$31.6M	+$2.14M	1	0.4%	Increased
124	GAMCO Investors Greenwich, Connecticut	$31.1M	+$498K	1	0.27%	Increased
125	Teacher Retirement System of Texas Austin, Texas	$31M	+$5.48M	4	0.14%	Increased