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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	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.27M	+$4.44M	2	0.56%	New
227	RHJA Rice Hall James & Associates San Diego, California	$4.26M	-$1.06M	2	0.17%	Reduced
228	QIM Quantitative Investment Management Charlottesville, Virginia	$4.25M	+$2.08M	1	0.07%	Increased
229	NI Nuance Investments Kansas City, Missouri	$4.22M	+$248K	1	0.29%	Increased
230	Xact Kapitalforvaltning Stockholm, Sweden	$4.21M	+$249K	2	0.1%	Increased
231	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.09M	+$4.4M	1	0.2%	New
232	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.08M	+$2.51M	1	0.02%	Increased
233	Teacher Retirement System of Texas Austin, Texas	$4.07M	-$1.05M	3	0.03%	Reduced
234	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$4.06M	-$14.5K	2	0.19%	Reduced
235	Manning & Napier Group Fairport, New York	$3.98M	+$943K	1	0.04%	Increased
236	Fifth Third Bancorp Cincinnati, Ohio	$3.94M	+$136K	2	0.03%	Increased
237	Paradigm Capital Management Inc Albany, New York	$3.87M	+$1.25M	1	0.33%	Increased
238	DIA Dean Investment Associates Beavercreek, Ohio	$3.87M	-$122K	1	0.57%	Reduced
239	NFG NewFocus Financial Group Vancouver, Washington	$3.85M	+$4.26K	1	2.42%	Increased
240	BlueCrest Capital Management St Helier, Jersey	$3.75M	+$3.91M	2	0.12%	New
241	Public Employees Retirement Association of Colorado Denver, Colorado	$3.66M	-$248K	3	0.02%	Reduced
242	LI Lafayette Investments Ashton, Maryland	$3.66M	-$139K	1	1.37%	Reduced
243	LBC Lowe Brockenbrough & Co Richmond, Virginia	$3.65M	$0	1	0.54%	Maintained
244	Marshall Wace London, United Kingdom	$3.57M	+$3.69M	1	0.15%	New
245	ECM Estabrook Capital Management New York	$3.53M	+$93.3K	1	0.55%	Increased
246	Tocqueville Asset Management New York	$3.46M	-$2.41M	1	0.04%	Reduced
247	GD Grandfield & Dodd New York	$3.43M	-$223K	1	0.38%	Reduced
248	MLICM Metropolitan Life Insurance Company (MetLife) New York	$3.28M	+$11K	3	0.05%	Increased
249	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.27M	-$62.7K	2	0.04%	Reduced
250	CIBC Private Wealth Group Atlanta, Georgia	$3.27M	+$1.79M	2	0.01%	Increased