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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	Storebrand Asset Management Lysaker, Norway	$35.3M	+$15.6K	4	0.11%	Increased
152	Emerald Advisers Leola, Pennsylvania	$35.1M	+$464K	1	1.36%	Increased
153	Zurich Cantonal Bank Zurich, Switzerland	$35.1M	-$49.9M	4	0.1%	Reduced
154	Royce & Associates New York	$35M	-$7.33M	2	0.32%	Reduced
155	Voloridge Investment Management Jupiter, Florida	$34.2M	+$10.2M	2	0.12%	Increased
156	Comerica Bank Dallas, Texas	$33.9M	+$1M	3	0.13%	Increased
157	Aviva London, United Kingdom	$33M	+$582K	2	0.09%	Increased
158	CF Corebridge Financial Houston, Texas	$32.7M	-$1.75M	4	0.17%	Reduced
159	Gotham Asset Management New York	$32.6M	+$11M	3	0.34%	Increased
160	RIM Ranger Investment Management Dallas, Texas	$32.4M	+$14M	1	2.08%	Increased
161	Citigroup New York	$32.4M	-$13.6M	5	0.02%	Reduced
162	Summit Partners Public Asset Management Boston, Massachusetts	$32M	+$15.1M	1	0.99%	Increased
163	DFO Duquesne Family Office New York	$31.7M	+$31.1M	1	1.07%	New
164	Welch & Forbes Boston, Massachusetts	$31.2M	-$227K	1	0.4%	Reduced
165	Renaissance Technologies New York	$30M	+$25.8M	3	0.05%	Increased
166	Canada Life Winnipeg, Manitoba, Canada	$29.8M	+$979K	3	0.05%	Increased
167	Prudential Financial Newark, New Jersey	$28.8M	+$5.19M	4	0.04%	Increased
168	Danske Bank Copenhagen K, Denmark	$28.6M	+$10.6M	4	0.1%	Increased
169	Raymond James Financial Services Advisors St. Petersburg, Florida	$28.5M	+$628K	4	0.04%	Increased
170	SAM Scopus Asset Management New York	$28.2M	-$6.87M	2	0.5%	Reduced
171	Allianz Asset Management Munich, Germany	$28.1M	+$2.94M	3	0.04%	Increased
172	OP Oslo Pensjonsforsikring Oslo,	$27.9M	$0	2	3.36%	Maintained
173	Railway Pension Investments London, United Kingdom	$27.8M	+$15.8M	1	0.33%	Increased
174	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$27.8M	+$6.5M	4	0.12%	Increased
175	Janney Montgomery Scott Philadelphia, Pennsylvania	$27.6M	-$443K	4	0.08%	Reduced