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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	Victory Capital Management San Antonio, Texas	$65M	-$20.4M	4	0.06%	Reduced
102	Public Employees Retirement Association of Colorado Denver, Colorado	$65M	-$1.84M	4	0.26%	Reduced
103	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$64.5M	-$719K	4	0.08%	Reduced
104	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$63.9M	+$149K	1	3.18%	Increased
105	Allspring Global Investments Charlotte, North Carolina	$60.8M	-$35.5M	4	0.1%	Reduced
106	HM Payson & Co Portland, Maine	$59.5M	+$12.7M	3	1.01%	Increased
107	Primecap Management Pasadena, California	$58.5M	$0	1	0.05%	Maintained
108	Vest Financial Mclean, Virginia	$57.6M	+$5.43M	1	1.02%	Increased
109	Fred Alger Management New York	$56.5M	-$5.65M	2	0.27%	Reduced
110	Jane Street New York	$56.4M	+$6.32M	4	0.01%	Increased
111	Qube Research & Technologies (QRT) London, United Kingdom	$56.1M	-$53.8M	5	0.07%	Reduced
112	BNP Paribas Financial Markets Paris, France	$56.1M	+$7.41M	4	0.03%	Increased
113	STRS Ohio Columbus, Ohio	$55M	+$5.37M	4	0.22%	Increased
114	Ariel Investments Chicago, Illinois	$53.4M	-$11.5M	1	0.57%	Reduced
115	Creative Planning Overland Park, Kansas	$52.6M	+$2.91M	4	0.05%	Increased
116	Artemis Investment Management Edinburgh, United Kingdom	$52M	+$39.5M	1	0.74%	Increased
117	Gabelli Funds Rye, New York	$51.2M	-$2.96M	3	0.38%	Reduced
118	Silvercrest Asset Management New York	$51.2M	+$13.8M	3	0.34%	Increased
119	Axa Paris, France	$49.2M	-$2.8M	1	0.15%	Reduced
120	Segall Bryant & Hamill Chicago, Illinois	$48.4M	+$3.37M	4	0.67%	Increased
121	TAM Thematics Asset Management Paris, France	$48.3M	-$11.5M	1	2.11%	Reduced
122	Nomura Asset Management Tokyo, Japan	$47.6M	+$2.27M	2	0.14%	Increased
123	LPL Financial San Diego, California	$47.5M	+$2.82M	4	0.02%	Increased
124	Mitsubishi UFJ Asset Management Tokyo, Japan	$47.2M	+$3.97M	4	0.05%	Increased
125	Loomis, Sayles & Company Boston, Massachusetts	$46.4M	-$1.58M	1	0.06%	Reduced