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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	Russell Investments Group London, United Kingdom	$62.5M	-$4.13M	6	0.07%	Reduced
127	Blackstone Inc New York	$62.2M	+$63.3M	1	0.2%	New
128	Mitsubishi UFJ Asset Management Tokyo, Japan	$62.1M	+$2.67M	4	0.04%	Increased
129	Silvercrest Asset Management New York	$62.1M	-$5.48M	4	0.43%	Reduced
130	Royce & Associates New York	$61.4M	-$10.4M	2	0.62%	Reduced
131	Public Employees Retirement Association of Colorado Denver, Colorado	$61.4M	-$3.12M	4	0.23%	Reduced
132	Creative Planning Overland Park, Kansas	$61M	+$3.23M	5	0.04%	Increased
133	Retirement Systems of Alabama Montgomery, Alabama	$60.6M	-$167K	3	0.2%	Reduced
134	Primecap Management Pasadena, California	$58.5M	$0	1	0.04%	Maintained
135	Mawer Investment Management Calgary, Alberta, Canada	$58.4M	-$2.13M	1	0.33%	Reduced
136	Van Berkom & Associates Montreal, Quebec, Canada	$58.2M	+$63M	1	1.68%	Increased
137	Lord, Abbett & Co Jersey City, New Jersey	$57.4M	+$15.7M	1	0.18%	Increased
138	BAMCO Inc New York	$56.3M	+$1.03M	1	0.15%	Increased
139	Squarepoint New York	$56.2M	+$11.2M	3	0.06%	Increased
140	STRS Ohio Columbus, Ohio	$55.2M	+$1.38M	5	0.21%	Increased
141	Rockefeller Capital Management New York	$54.3M	+$7.25M	4	0.1%	Increased
142	BOK Financial Tulsa, Oklahoma	$53.5M	-$33.5K	2	0.82%	Reduced
143	Walleye Capital New York	$53M	+$7.9M	3	0.16%	Increased
144	Thrivent Financial for Lutherans Minneapolis, Minnesota	$52.7M	-$32.6M	4	0.09%	Reduced
145	Eventide Asset Management Boston, Massachusetts	$52.6M	-$2.75M	1	0.82%	Reduced
146	Emerald Advisers Leola, Pennsylvania	$52.1M	-$266K	1	1.6%	Reduced
147	Nomura Asset Management Tokyo, Japan	$51.6M	+$1.87M	3	0.13%	Increased
148	Ilex Capital Partners London, United Kingdom	$51.3M	+$52.2M	1	1.45%	New
149	PNC Financial Services Group Pittsburgh, Pennsylvania	$50.2M	-$232K	6	0.03%	Reduced
150	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$50M	+$1.86M	1	0.04%	Increased