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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	Brown Advisory Baltimore, Maryland	$29.4M	+$207K	1	0.06%	Increased
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$28.7M	+$204K	4	0.07%	Increased
103	Jupiter Asset Management London, United Kingdom	$28.7M	+$3.06M	2	0.44%	Increased
104	Primecap Management Pasadena, California	$28M	$0	1	0.03%	Maintained
105	Public Employees Retirement Association of Colorado Denver, Colorado	$28M	$0	4	0.16%	Maintained
106	Prudential Financial Newark, New Jersey	$27.8M	-$4.04M	4	0.05%	Reduced
107	Eventide Asset Management Boston, Massachusetts	$27.6M	+$471K	1	0.54%	Increased
108	Comerica Bank Dallas, Texas	$27.5M	-$1M	4	0.23%	Reduced
109	OP Oslo Pensjonsforsikring Oslo,	$27.5M	$0	1	6.41%	Maintained
110	EARNEST Partners Atlanta, Georgia	$26.7M	-$166K	2	0.18%	Reduced
111	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$26M	-$157K	1	0.05%	Reduced
112	BOK Financial Tulsa, Oklahoma	$25.6M	-$168K	2	0.52%	Reduced
113	MTC McDaniel Terry & Co Austin, Texas	$24.8M	+$232K	1	3.22%	Increased
114	Creative Planning Overland Park, Kansas	$24.5M	+$278K	3	0.04%	Increased
115	Barclays London, United Kingdom	$23.9M	+$9M	4	0.03%	Increased
116	Storebrand Asset Management Lysaker, Norway	$23.2M	+$157K	3	0.14%	Increased
117	ClearBridge Investments New York	$23.2M	$0	1	0.02%	Maintained
118	UBS Group Zurich, Switzerland	$22.8M	-$17.9M	6	0.01%	Reduced
119	INTECH Investment Management West Palm Beach, Florida	$22.8M	-$3.91M	1	0.17%	Reduced
120	EIP Easterly Investment Partners Beverly, Massachusetts	$22.7M	+$3.49M	2	2.17%	Increased
121	Renaissance Technologies New York	$21.6M	-$19M	4	0.03%	Reduced
122	Mitsubishi UFJ Asset Management Tokyo, Japan	$21.6M	+$4.84M	3	0.07%	Increased
123	Alyeska Investment Group Chicago, Illinois	$21.3M	+$23.3M	1	0.25%	New
124	SC Sasco Capital Fairfield, Connecticut	$21.1M	$0	1	3.15%	Maintained
125	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$21M	-$5.08M	1	1.01%	Reduced