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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	AAM Azzad Asset Management Falls Church, Virginia	$4.04M	-$286K	3	1.36%	Reduced
227	SLG Stanley-Laman Group Berwyn, Pennsylvania	$4.01M	+$4.62M	1	1.11%	New
228	RBA Richard Bernstein Advisors New York	$4M	$0	1	0.15%	Maintained
229	KA KLCM Advisors Milwaukee, Wisconsin	$3.96M	-$488K	1	1.16%	Reduced
230	MetLife Investment Management Whippany, New Jersey	$3.89M	-$91.3K	3	0.05%	Reduced
231	WP WealthPLAN Partners Omaha, Nebraska	$3.87M	+$587K	1	0.62%	Increased
232	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.85M	+$794K	1	0.38%	Increased
233	Aberdeen Group Edinburgh, United Kingdom	$3.83M	-$445K	2	0.01%	Reduced
234	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.83M	+$53.3K	3	0.09%	Increased
235	KeyBank National Association Cleveland, Ohio	$3.83M	-$387K	1	0.03%	Reduced
236	State of Alaska Department of Revenue Juneau, Alaska	$3.78M	+$107K	3	0.07%	Increased
237	RHFI Reilly Herbert Faulkner III	$3.65M	+$36.1K	1	1.98%	Increased
238	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.58M	-$123K	2	0.18%	Reduced
239	Nomura Asset Management Tokyo, Japan	$3.53M	+$480K	1	0.04%	Increased
240	Guggenheim Capital Chicago, Illinois	$3.36M	-$1.04M	1	0.03%	Reduced
241	Kennedy Capital Management St Louis, Missouri	$3.36M	+$3.31M	1	0.08%	Increased
242	RHJA Rice Hall James & Associates San Diego, California	$3.31M	+$683K	2	0.12%	Increased
243	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.29M	+$1.84M	1	0.01%	Increased
244	Public Employees Retirement Association of Colorado Denver, Colorado	$3.28M	-$6.63K	4	0.02%	Reduced
245	Zurich Cantonal Bank Zurich, Switzerland	$3.24M	-$620K	4	0.03%	Reduced
246	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.23M	-$1.01M	1	1.17%	Reduced
247	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.18M	+$569K	3	0.05%	Increased
248	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$3.17M	-$457K	1	0.03%	Reduced
249	SCM Snow Capital Management Sewickley, Pennsylvania	$3.17M	+$2.82M	1	0.21%	Increased
250	Xact Kapitalforvaltning Stockholm, Sweden	$3.14M	$0	3	0.08%	Maintained