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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	DZ Bank Frankfurt Am Main, Germany	$4.99M	+$422K	1	0.01%	Increased
227	First Manhattan New York	$4.94M	-$284K	2	0.03%	Reduced
228	QS Investors New York	$4.93M	-$320K	1	0.07%	Reduced
229	PGGM Investments Zeist, Netherlands	$4.64M	$0	1	0.03%	Maintained
230	State of Michigan Retirement System Lansing, Michigan	$4.62M	+$565K	2	0.04%	Increased
231	AAM Azzad Asset Management Falls Church, Virginia	$4.55M	+$648K	2	1.07%	Increased
232	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.54M	+$757K	1	2.74%	Increased
233	Fifth Third Bancorp Cincinnati, Ohio	$4.51M	+$27.7K	3	0.03%	Increased
234	ExodusPoint Capital Management New York	$4.51M	+$4.05M	3	0.12%	Increased
235	William Blair & Company Chicago, Illinois	$4.49M	+$664K	1	0.02%	Increased
236	Arizona State Retirement System Phoenix, Arizona	$4.44M	-$4.98M	3	0.06%	Reduced
237	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.42M	+$90.5K	3	0.09%	Increased
238	Daiwa Securities Group Tokyo, Japan	$4.29M	$0	2	0.09%	Maintained
239	Busey Bank Urbana, Illinois	$4.29M	+$79K	1	0.3%	Increased
240	Marshall Wace North America New York	$4.28M	-$1.9M	2	0.03%	Reduced
241	Engineers Gate Manager New York	$4.26M	+$1.43M	3	0.22%	Increased
242	GIA Granite Investment Advisors Concord, New Hampshire	$4.19M	+$88.1K	1	0.91%	Increased
243	TD Asset Management Toronto, Ontario, Canada	$4.17M	+$215K	1	0.01%	Increased
244	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.16M	-$157K	1	0.03%	Reduced
245	Fjarde Ap-fonden Stockholm, Sweden	$4.16M	+$1.57M	1	0.05%	Increased
246	DA Denali Advisors San Diego, California	$4.1M	-$1.52M	1	0.8%	Reduced
247	Tudor Investment Corp Stamford, Connecticut	$3.96M	+$3.36M	3	0.2%	Increased
248	Manning & Napier Group Fairport, New York	$3.9M	-$9.23K	1	0.04%	Reduced
249	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$3.88M	-$85.9K	1	0.04%	Reduced
250	LPL Financial San Diego, California	$3.87M	+$445K	3	0.01%	Increased