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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
126	Nomura Asset Management Tokyo, Japan	$48.6M	+$5.72M	3	0.13%	Increased
127	PCM Portolan Capital Management Boston, Massachusetts	$48.5M	-$112K	1	3.04%	Reduced
128	Public Employees Retirement Association of Colorado Denver, Colorado	$47.8M	-$96.1K	4	0.18%	Reduced
129	Marshall Wace London, United Kingdom	$47.3M	+$10.4M	4	0.05%	Increased
130	STRS Ohio Columbus, Ohio	$47.2M	-$1.71M	4	0.18%	Reduced
131	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$47.1M	+$23.8M	2	0.14%	Increased
132	Ceredex Value Advisors Orlando, Florida	$46.6M	-$98.6K	2	1%	Reduced
133	Artemis Investment Management Edinburgh, United Kingdom	$45.5M	-$27.3M	1	0.58%	Reduced
134	Stephens Investment Management Group Houston, Texas	$44.8M	+$404K	1	0.59%	Increased
135	Chilton Capital Management Houston, Texas	$44.4M	+$19M	1	1.62%	Increased
136	Primecap Management Pasadena, California	$44M	-$15.9M	1	0.03%	Reduced
137	Allspring Global Investments Charlotte, North Carolina	$43.7M	-$20.4M	4	0.07%	Reduced
138	Russell Investments Group London, United Kingdom	$43.7M	-$3.45M	4	0.06%	Reduced
139	Schroder Investment Management Group London, United Kingdom	$43.6M	-$34.9M	2	0.04%	Reduced
140	Victory Capital Management San Antonio, Texas	$43.6M	+$12.2M	4	0.03%	Increased
141	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$43.1M	+$267K	1	0.04%	Increased
142	JGC J. Goldman & Co New York	$43M	+$16.5M	2	1.03%	Increased
143	Vontobel Holding Zurich, Switzerland	$42.6M	+$6.99M	3	0.14%	Increased
144	Acadian Asset Management Boston, Massachusetts	$42.3M	+$34.2M	1	0.09%	Increased
145	State Board of Administration of Florida Retirement System Tallahassee, Florida	$41.4M	+$471K	4	0.07%	Increased
146	Frontier Capital Management Boston, Massachusetts	$41.2M	-$1.03M	1	0.38%	Reduced
147	ClearBridge Investments New York	$40.7M	-$10.7M	2	0.03%	Reduced
148	MTC McDaniel Terry & Co Austin, Texas	$40.3M	-$89.4K	1	3.3%	Reduced
149	Rockefeller Capital Management New York	$40.2M	+$1.53M	3	0.09%	Increased
150	Citigroup New York	$39.9M	-$14.9M	5	0.02%	Reduced