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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	EARNEST Partners Atlanta, Georgia	$78.2M	-$282K	1	0.34%	Reduced
102	LPL Financial San Diego, California	$77.8M	+$6.37M	5	0.02%	Increased
103	Crawford Investment Counsel Atlanta, Georgia	$77.4M	+$46.1M	2	1.29%	Increased
104	VOYA Investment Management Atlanta, Georgia	$77.3M	-$16M	4	0.08%	Reduced
105	Allianz Asset Management Munich, Germany	$77.2M	-$11.9M	2	0.08%	Reduced
106	M&T Bank Buffalo, New York	$74.9M	-$499K	4	0.24%	Reduced
107	Schonfeld Strategic Advisors New York	$74.2M	-$23.1M	3	0.33%	Reduced
108	ACG Aventail Capital Group New York	$73.7M	+$72.9M	3	4.25%	Increased
109	Man Group London, United Kingdom	$72.8M	+$29.8M	3	0.12%	Increased
110	Cincinnati Insurance Fairfield, Ohio	$72M	$0	1	1.1%	Maintained
111	PCM Portolan Capital Management Boston, Massachusetts	$71.6M	-$9.91M	1	3.83%	Reduced
112	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$71.2M	-$218K	7	0.07%	Reduced
113	Handelsbanken Fonder Stockholm, Sweden	$71.1M	-$44K	4	0.21%	Reduced
114	Jain Global New York	$71.1M	+$31.7M	3	0.34%	Increased
115	Gotham Asset Management New York	$70.6M	+$8.33M	3	0.26%	Increased
116	PM Pembroke Management Montreal, Quebec, Canada	$69.9M	-$1.06M	2	7.22%	Reduced
117	Driehaus Capital Management Chicago, Illinois	$69.4M	-$35.4M	2	0.47%	Reduced
118	WAM WT Asset Management Hong Kong	$69.3M	+$77.3M	1	2.75%	New
119	Hood River Capital Management Palm Beach Gardens, Florida	$69M	-$2.32M	1	0.76%	Reduced
120	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$68.4M	-$2.54M	2	0.04%	Reduced
121	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$68M	-$95.1K	1	3.24%	Reduced
122	Haverford Trust Company Radnor, Pennsylvania	$66.8M	-$5.06M	2	0.6%	Reduced
123	SG Americas Securities New York	$65.7M	+$66M	5	0.08%	Increased
124	Allspring Global Investments Charlotte, North Carolina	$63.7M	+$2.92M	4	0.1%	Increased
125	Ariel Investments Chicago, Illinois	$62.5M	-$25.7M	1	0.68%	Reduced