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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	Gotham Asset Management New York	$59.4M	-$2.06M	3	0.26%	Reduced
127	Frontier Capital Management Boston, Massachusetts	$59.4M	-$54.7K	1	0.53%	Reduced
128	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$58.2M	-$1.04M	1	2.74%	Reduced
129	Primecap Management Pasadena, California	$56.6M	-$2.27M	1	0.04%	Reduced
130	Gabelli Funds Rye, New York	$56.6M	-$11.8M	3	0.38%	Reduced
131	Emerald Advisers Leola, Pennsylvania	$55.7M	+$8.8M	1	1.79%	Increased
132	Vontobel Holding Zurich, Switzerland	$55M	-$1.26M	3	0.17%	Reduced
133	Voloridge Investment Management Jupiter, Florida	$54.6M	+$46.5M	1	0.18%	Increased
134	Stephens Investment Management Group Houston, Texas	$54.1M	-$2.32M	1	0.7%	Reduced
135	Osaic Holdings Scottsdale, Arizona	$53.4M	+$29.7M	5	0.07%	Increased
136	Eventide Asset Management Boston, Massachusetts	$53.3M	+$878K	1	0.88%	Increased
137	Creative Planning Overland Park, Kansas	$51.7M	+$1.68M	5	0.04%	Increased
138	TAM Thematics Asset Management Paris, France	$51.4M	-$16M	2	2.33%	Reduced
139	Fidelity International Hamilton, Bermuda	$51.3M	-$19.2M	2	0.04%	Reduced
140	Janus Henderson Group London,	$51.2M	-$18.2M	4	0.02%	Reduced
141	Mitsubishi UFJ Asset Management Tokyo, Japan	$50.6M	+$795K	4	0.04%	Increased
142	PNC Financial Services Group Pittsburgh, Pennsylvania	$50.6M	-$240K	5	0.03%	Reduced
143	Fiduciary Management Inc Milwaukee, Wisconsin	$49.5M	-$166M	1	0.5%	Reduced
144	VARA Value Aligned Research Advisors Princeton, New Jersey	$49.3M	+$15.8M	1	0.6%	Increased
145	Rockefeller Capital Management New York	$49.2M	+$4.1M	4	0.1%	Increased
146	CastleKnight Management New York	$48.7M	+$7.51M	3	0.96%	Increased
147	BNP Paribas Financial Markets Paris, France	$47.8M	-$20.5M	6	0.03%	Reduced
148	Schroder Investment Management Group London, United Kingdom	$47.6M	+$2.46M	3	0.04%	Increased
149	Prudential Financial Newark, New Jersey	$47M	-$26.9M	4	0.06%	Reduced
150	STRS Ohio Columbus, Ohio	$46.2M	+$2.66M	4	0.17%	Increased