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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	IRF IBM Retirement Fund Armonk, New York	$2.41M	+$142K	1	0.05%	Increased
227	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.33M	-$486K	1	0%	Reduced
228	Raymond James & Associates St Petersburg, Florida	$2.32M	+$36.7K	1	0.01%	Increased
229	BNP Paribas Asset Management Paris, France	$2.31M	+$369K	1	0.02%	Increased
230	RHFI Reilly Herbert Faulkner III	$2.29M	+$16.4K	1	1.93%	Increased
231	ECM Estabrook Capital Management New York	$2.28M	-$12.6K	1	0.33%	Reduced
232	RCMC RK Capital Management (Colorado) Denver, Colorado	$2.26M	-$5.94M	1	0.4%	Reduced
233	NFG NewFocus Financial Group Vancouver, Washington	$2.26M	+$79.1K	1	1.57%	Increased
234	SAMNY Samsung Asset Management (New York) New York	$2.24M	-$328K	1	0.89%	Reduced
235	Nuveen Charlotte, North Carolina	$2.23M	+$1.56M	1	0.01%	Increased
236	DCM Dupont Capital Management Wilmington, Delaware	$2.19M	+$2.24M	1	0.05%	New
237	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.17M	-$108K	2	0.17%	Reduced
238	RCM Riverhead Capital Management Wilmington, Delaware	$2.15M	-$628K	1	0.03%	Reduced
239	ExxonMobil Investment Management Irving, Texas	$2.13M	-$74.3K	1	0.05%	Reduced
240	Millennium Management New York	$2.13M	-$832K	2	0%	Reduced
241	Fifth Third Bancorp Cincinnati, Ohio	$2.12M	-$2.34M	2	0.02%	Reduced
242	Asset Management One Tokyo, Japan	$2.11M	+$1.37K	1	0.03%	Increased
243	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.1M	$0	1	0.07%	Maintained
244	Silvercrest Asset Management New York	$2.1M	+$276K	1	0.03%	Increased
245	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.09M	+$572K	2	0.01%	Increased
246	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.06M	+$2.11M	1	0.03%	New
247	Fjarde Ap-fonden Stockholm, Sweden	$2.03M	+$107K	1	0.05%	Increased
248	SCM Southport Capital Management Chattanooga, Tennessee	$2.02M	-$31.5K	1	1.3%	Reduced
249	Whitebox Advisors Minneapolis, Minnesota	$1.99M	-$375K	1	0.05%	Reduced
250	QS Investors New York	$1.98M	+$1.82K	3	0.02%	Increased