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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
151	Waverton Investment Management London, United Kingdom	$23.9M	$0	1	0.69%	Maintained
152	Welch & Forbes Boston, Massachusetts	$23.4M	-$313K	1	0.39%	Reduced
153	Natixis Advisors Boston, Massachusetts	$23.3M	+$5.66M	3	0.07%	Increased
154	Citigroup New York	$23.2M	-$765K	4	0.02%	Reduced
155	Haverford Trust Company Radnor, Pennsylvania	$22M	+$879K	2	0.27%	Increased
156	Man Group London, United Kingdom	$20.9M	-$28.3M	0	–	Closed
157	AIG American International Group New York	$20.8M	-$903K	4	0.14%	Reduced
158	Vest Financial Mclean, Virginia	$20.8M	+$9.78M	1	1.14%	Increased
159	Allianz Asset Management Munich, Germany	$20.7M	-$14.9M	2	0.03%	Reduced
160	Walleye Capital New York	$20.1M	-$18.5M	2	0.05%	Reduced
161	Vaughan Nelson Investment Management Houston, Texas	$19.6M	+$155K	1	0.22%	Increased
162	State of New Jersey Common Pension Fund D Trenton, New Jersey	$19.3M	+$1.69M	4	0.07%	Increased
163	Canada Life Winnipeg, Manitoba, Canada	$19.3M	-$889K	3	0.05%	Reduced
164	Alyeska Investment Group Chicago, Illinois	$19.2M	-$80.1K	1	0.13%	Reduced
165	Aviva London, United Kingdom	$19.2M	-$647K	2	0.08%	Reduced
166	Axa Paris, France	$19.2M	-$592K	3	0.07%	Reduced
167	PR Payden & Rygel Los Angeles, California	$18.9M	-$318K	1	1.29%	Reduced
168	PRIG Payden & Rygel Investment Group Los Angeles, California	$18.9M	+$19.6M	1	1.29%	New
169	BNP Paribas Financial Markets Paris, France	$18.8M	+$4.48M	4	0.02%	Increased
170	Teacher Retirement System of Texas Austin, Texas	$18.6M	-$8.96M	4	0.12%	Reduced
171	Stifel Financial St. Louis, Missouri	$18.5M	+$456K	4	0.03%	Increased
172	Renaissance Technologies New York	$17.6M	-$18.9M	3	0.03%	Reduced
173	HC Henshaw Capital Woburn, Massachusetts	$17.3M	$0	1	1%	Maintained
174	Beck Mack & Oliver New York	$17.2M	-$1.52M	1	0.45%	Reduced
175	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$17.1M	+$15M	2	0.88%	Increased