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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	Haverford Trust Company Radnor, Pennsylvania	$38.6M	+$329K	2	0.38%	Increased
152	PNC Financial Services Group Pittsburgh, Pennsylvania	$38.5M	+$258K	4	0.03%	Increased
153	PCM Portolan Capital Management Boston, Massachusetts	$38.1M	+$5.74M	1	2.56%	Increased
154	Citigroup New York	$37.5M	+$6.96M	6	0.02%	Increased
155	Bank of Montreal Toronto, Ontario, Canada	$36.1M	+$294K	4	0.02%	Increased
156	DekaBank Deutsche Girozentrale Frankfurt, Germany	$36.1M	$0	2	0.07%	Maintained
157	Gotham Asset Management New York	$35.7M	+$4.39M	3	0.34%	Increased
158	State of Wisconsin Investment Board Madison, Wisconsin	$35.4M	-$23.4M	4	0.09%	Reduced
159	Reinhart Partners Mequon, Wisconsin	$35.3M	-$111K	1	1.36%	Reduced
160	Schonfeld Strategic Advisors New York	$31.8M	+$5.3M	5	0.18%	Increased
161	AQR Capital Management Greenwich, Connecticut	$31.3M	-$4.96M	4	0.04%	Reduced
162	CF Corebridge Financial Houston, Texas	$31M	-$1.51M	4	0.17%	Reduced
163	Two Sigma Advisers New York	$31M	-$31.9M	3	0.07%	Reduced
164	DFO Duquesne Family Office New York	$30.7M	$0	1	0.83%	Maintained
165	Assenagon Asset Management Senningerberg, Luxembourg	$30.5M	+$7.38M	2	0.05%	Increased
166	Emerald Advisers Leola, Pennsylvania	$30.4M	-$323K	1	1.18%	Reduced
167	Welch & Forbes Boston, Massachusetts	$30.3M	-$259K	1	0.39%	Reduced
168	Point72 Asset Management Stamford, Connecticut	$30.2M	+$17M	1	0.07%	Increased
169	Storebrand Asset Management Lysaker, Norway	$29.5M	-$5.3M	4	0.09%	Reduced
170	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$28.8M	+$13.5M	1	0.06%	Increased
171	BNP Paribas Asset Management Paris, France	$28.6M	+$6.02M	1	0.07%	Increased
172	Canada Life Winnipeg, Manitoba, Canada	$27.6M	-$2.14M	3	0.05%	Reduced
173	Railway Pension Investments London, United Kingdom	$26.9M	$0	1	0.36%	Maintained
174	Copeland Capital Management Conshohocken, Pennsylvania	$26.9M	+$29.1M	1	0.5%	New
175	PM Pembroke Management Montreal, Quebec, Canada	$26.9M	+$7.6M	1	3.35%	Increased