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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
226	D.E. Shaw & Co New York	$6.25M	+$607K	3	0.01%	Increased
227	ACP Ashfield Capital Partners San Francisco, California	$6.25M	$0	1	0.32%	Maintained
228	State of Michigan Retirement System Lansing, Michigan	$6.24M	-$8.59K	1	0.05%	Reduced
229	ACI AMP Capital Investors Sydney, Australia	$6.17M	+$1.13M	1	0.05%	Increased
230	CAM Capstone Asset Management Houston, Texas	$6.08M	-$221K	2	0.15%	Reduced
231	First National Bank of Omaha Omaha, Nebraska	$6M	-$5.76K	1	0.52%	Reduced
232	KIC Keating Investment Counselors Delray Beach, Florida	$5.99M	-$66.6K	1	3.34%	Reduced
233	Commerzbank Aktiengesellschaft Frankfurt, Germany	$5.87M	-$783K	1	0.03%	Reduced
234	SAM Scotia Asset Management Toronto, Ontario, Canada	$5.86M	-$51.6K	1	0.29%	Reduced
235	Amundi Asset Management US Boston, Massachusetts	$5.85M	+$5.6M	1	0.02%	New
236	Raymond James & Associates St Petersburg, Florida	$5.82M	+$2.02M	1	0.05%	Increased
237	GD Grandfield & Dodd New York	$5.74M	-$846K	1	1.02%	Reduced
238	TBA Train Babcock Advisors New York	$5.71M	-$1.97M	1	2.15%	Reduced
239	Kayne Anderson Rudnick Investment Management Los Angeles, California	$5.67M	-$14.5K	2	0.11%	Reduced
240	Andra AP-fonden Goteborg, Sweden	$5.43M	+$155K	1	0.14%	Increased
241	TAM THB Asset Management Norwalk, Connecticut	$5.41M	-$3.16M	1	0.34%	Reduced
242	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5.3M	+$49K	1	0.79%	Increased
243	TSU TD Securities (USA) New York	$5.25M	+$8.13K	1	0.1%	Increased
244	Asset Management One Tokyo, Japan	$5.23M	+$72.8K	1	0.08%	Increased
245	TCM Tributary Capital Management Omaha, Nebraska	$5.17M	-$1.67K	1	1.07%	Reduced
246	Arizona State Retirement System Phoenix, Arizona	$5.17M	+$38.1K	2	0.07%	Increased
247	BUB BBVA USA Bancshares Houston, Texas	$5.06M	+$8.36K	1	0.24%	Increased
248	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$5M	+$274K	1	0.41%	Increased
249	LBG Lloyds Banking Group London, United Kingdom	$4.95M	+$54.8K	1	0.05%	Increased
250	IA Icon Advisers Greenwood Village, Colorado	$4.92M	+$126K	1	0.37%	Increased