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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	TA Teton Advisors Rye, New York	$5.55M	$0	1	0.55%	Maintained
227	EULAV Asset Management Sarasota, Florida	$5.5M	$0	1	0.23%	Maintained
228	Voloridge Investment Management Jupiter, Florida	$5.48M	+$4.43M	2	0.17%	Increased
229	State of Michigan Retirement System Lansing, Michigan	$5.47M	-$26.6K	2	0.04%	Reduced
230	SCM Stevens Capital Management Radnor, Pennsylvania	$5.41M	-$9.98M	2	0.23%	Reduced
231	Moore Capital Management New York	$5.4M	+$5.13M	1	0.17%	New
232	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.27M	-$38.4K	1	1.28%	Reduced
233	Credit Agricole Montrouge Cedex, France	$5.23M	+$1.46M	1	0.29%	Increased
234	Virginia Retirement Systems Richmond, Virginia	$5.23M	+$1.1M	2	0.06%	Increased
235	PIA Piedmont Investment Advisors Durham, North Carolina	$5.12M	+$1.82M	2	0.21%	Increased
236	RHFI Reilly Herbert Faulkner III	$5.04M	+$190K	1	2.3%	Increased
237	Marshall Wace Asia Central, Hong Kong	$5.01M	+$4.62M	1	0.15%	New
238	State of Alaska Department of Revenue Juneau, Alaska	$5.01M	+$51.4K	3	0.09%	Increased
239	KA KLCM Advisors Milwaukee, Wisconsin	$4.98M	-$109K	1	1.22%	Reduced
240	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.88M	+$4.49M	1	0.37%	New
241	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.86M	+$25.9K	3	0.1%	Increased
242	Nomura Asset Management Tokyo, Japan	$4.78M	+$106K	1	0.05%	Increased
243	PAA Peregrine Asset Advisers Portland, Oregon	$4.76M	+$4.39M	1	2.75%	New
244	Atria Investments Charlotte, North Carolina	$4.73M	+$3.22M	2	0.2%	Increased
245	KeyBank National Association Cleveland, Ohio	$4.62M	-$400K	1	0.03%	Reduced
246	Xact Kapitalforvaltning Stockholm, Sweden	$4.42M	+$301K	3	0.1%	Increased
247	STRS Ohio Columbus, Ohio	$4.38M	+$350K	3	0.02%	Increased
248	WP WealthPLAN Partners Omaha, Nebraska	$4.33M	+$216K	1	0.68%	Increased
249	British Columbia Investment Management Victoria, British Columbia, Canada	$4.32M	-$5.3M	1	0.04%	Reduced
250	Mather Group Chicago, Illinois	$4.31M	+$3.97M	1	0.36%	New