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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	Commerce Bank Kansas City, Missouri	$53.6M	+$264K	2	0.34%	Increased
102	TC TwinBeech Capital Purchase, New York	$51M	+$52.8M	3	0.93%	Increased
103	New York State Common Retirement Fund Albany, New York	$50.9M	+$2.42M	4	0.07%	Increased
104	Swedbank Stockholm, Sweden	$50.4M	-$56.7M	3	0.07%	Reduced
105	LPL Financial San Diego, California	$50.3M	+$11.5M	4	0.02%	Increased
106	HM Payson & Co Portland, Maine	$49.9M	+$1.4M	3	0.88%	Increased
107	BNP Paribas Financial Markets Paris, France	$49.1M	-$2.51M	4	0.03%	Reduced
108	Prudential Financial Newark, New Jersey	$48.8M	+$30.6M	4	0.07%	Increased
109	Vest Financial Mclean, Virginia	$48.7M	-$5.79M	1	0.76%	Reduced
110	SCM Spyglass Capital Management San Francisco, California	$48.5M	+$64M	1	3.33%	New
111	Creative Planning Overland Park, Kansas	$48.4M	+$802K	4	0.05%	Increased
112	Vaughan Nelson Investment Management Houston, Texas	$48.3M	-$20.8M	2	0.48%	Reduced
113	Citigroup New York	$48.1M	+$22.1M	6	0.02%	Increased
114	Stephens Investment Management Group Houston, Texas	$47.1M	-$428K	1	0.68%	Reduced
115	ClearBridge Investments New York	$47M	-$25.4M	2	0.04%	Reduced
116	Mitsubishi UFJ Asset Management Tokyo, Japan	$46.7M	+$2.89M	4	0.04%	Increased
117	STRS Ohio Columbus, Ohio	$45.7M	-$4.24M	3	0.19%	Reduced
118	Silvercrest Asset Management New York	$45.3M	+$8.43M	4	0.32%	Increased
119	Primecap Management Pasadena, California	$45M	$0	1	0.04%	Maintained
120	Mawer Investment Management Calgary, Alberta, Canada	$44.2M	+$58.4M	1	0.21%	New
121	Schonfeld Strategic Advisors New York	$42.3M	+$18.2M	4	0.26%	Increased
122	Baird Financial Group Milwaukee, Wisconsin	$42.2M	-$15.2M	3	0.08%	Reduced
123	Russell Investments Group London, United Kingdom	$41.8M	+$7.75M	4	0.06%	Increased
124	Ariel Investments Chicago, Illinois	$41.8M	+$855K	1	0.49%	Increased
125	Handelsbanken Fonder Stockholm, Sweden	$41.2M	+$8.49M	4	0.17%	Increased