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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	RHFI Reilly Herbert Faulkner III	$2.61M	-$2.32K	1	1.92%	Reduced
227	Twin Tree Management Dallas, Texas	$2.6M	+$2.5M	1	0.04%	New
228	ACP Ashfield Capital Partners San Francisco, California	$2.59M	-$1.33M	1	0.21%	Reduced
229	CCMH Cornerstone Capital Management Holdings New York	$2.58M	-$5.27M	2	0.02%	Reduced
230	ECM Estabrook Capital Management New York	$2.55M	$0	1	0.38%	Maintained
231	CAM ClariVest Asset Management San Diego, California	$2.49M	+$1.34M	1	0.07%	Increased
232	TIAA CREF Trust St Louis, Missouri	$2.47M	+$484K	1	0.02%	Increased
233	Allianz Asset Management Munich, Germany	$2.46M	+$1.14M	2	0%	Increased
234	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.46M	+$165K	2	0.02%	Increased
235	STRS Ohio Columbus, Ohio	$2.45M	+$234K	3	0.01%	Increased
236	Fjarde Ap-fonden Stockholm, Sweden	$2.44M	-$21.5K	1	0.06%	Reduced
237	EverPoint Asset Management Stamford, Connecticut	$2.43M	+$2.34M	1	0.05%	New
238	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.39M	+$36.2K	1	0.05%	Increased
239	PP Paloma Partners Greenwich, Connecticut	$2.37M	+$711K	1	0.03%	Increased
240	Winton Group London, United Kingdom	$2.33M	-$19M	1	0.04%	Reduced
241	Asset Management One Tokyo, Japan	$2.23M	-$1.31M	1	0.03%	Reduced
242	Hennessy Advisors Inc Novato, California	$2.21M	$0	1	0.07%	Maintained
243	Andra AP-fonden Goteborg, Sweden	$2.2M	-$133K	1	0.06%	Reduced
244	BUB BBVA USA Bancshares Houston, Texas	$2.19M	-$943K	1	0.16%	Reduced
245	KCM Kempner Capital Management Galveston, Texas	$2.12M	$0	1	1.36%	Maintained
246	SCM Southport Capital Management Chattanooga, Tennessee	$2.12M	-$174K	1	1.18%	Reduced
247	Fifth Third Bancorp Cincinnati, Ohio	$2.09M	-$8.95K	2	0.02%	Reduced
248	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.09M	-$2.78M	1	0.02%	Reduced
249	Eagle Asset Management St Petersburg, Florida	$2.08M	+$240K	1	0.01%	Increased
250	EA Euclid Advisors Hartford, Connecticut	$2.08M	-$573K	1	0.09%	Reduced