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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	Ariel Investments Chicago, Illinois	$66M	-$3.73M	1	0.67%	Reduced
102	Fred Alger Management New York	$65.8M	-$2.29M	2	0.32%	Reduced
103	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$65.1M	-$245K	1	3.28%	Reduced
104	Eagle Asset Management St Petersburg, Florida	$63.5M	-$20.3M	2	0.32%	Reduced
105	Two Sigma Advisers New York	$62.6M	-$4.67M	3	0.15%	Reduced
106	Raymond James & Associates St Petersburg, Florida	$62.6M	-$1.32M	4	0.04%	Reduced
107	Stephens Investment Management Group Houston, Texas	$61.3M	+$11.8M	1	0.84%	Increased
108	Gabelli Funds Rye, New York	$61M	-$7.85M	3	0.44%	Reduced
109	TAM Thematics Asset Management Paris, France	$60.8M	+$6.21M	1	2.4%	Increased
110	Primecap Management Pasadena, California	$60.4M	$0	1	0.04%	Maintained
111	Thrivent Financial for Lutherans Minneapolis, Minnesota	$59M	-$2.57M	4	0.11%	Reduced
112	State of Wisconsin Investment Board Madison, Wisconsin	$58.6M	-$9.26M	4	0.15%	Reduced
113	Alyeska Investment Group Chicago, Illinois	$56.4M	+$12.2M	1	0.29%	Increased
114	Loomis, Sayles & Company Boston, Massachusetts	$54.8M	+$3.22M	2	0.07%	Increased
115	National Bank of Canada Montreal, Quebec, Canada	$54.3M	+$42.5M	2	0.06%	Increased
116	Handelsbanken Fonder Stockholm, Sweden	$53.8M	+$3.31M	4	0.21%	Increased
117	Baird Financial Group Milwaukee, Wisconsin	$53.6M	+$28.1M	4	0.1%	Increased
118	Vest Financial Mclean, Virginia	$53.6M	+$4.74M	1	1.03%	Increased
119	Axa Paris, France	$53.1M	+$10.1M	2	0.16%	Increased
120	ClearBridge Investments New York	$52.1M	-$6.79M	1	0.04%	Reduced
121	STRS Ohio Columbus, Ohio	$51.1M	+$1.65M	4	0.2%	Increased
122	Creative Planning Overland Park, Kansas	$50.8M	+$1.09M	4	0.05%	Increased
123	Eventide Asset Management Boston, Massachusetts	$50.4M	-$256K	1	0.87%	Reduced
124	BNP Paribas Financial Markets Paris, France	$50.2M	+$5.88M	4	0.03%	Increased
125	Jane Street New York	$49.9M	-$64.4M	4	0.01%	Reduced