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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	UBV United Bank (Virginia) Vienna, Virginia	$16.5M	-$1.6M	1	1.97%	Reduced
227	Candriam SCA Strassen, Luxembourg, Luxembourg	$16.4M	-$242K	1	0.11%	Reduced
228	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$16.4M	+$4.23M	1	0.17%	Increased
229	Hantz Financial Services Southfield, Michigan	$16.4M	-$909K	2	0.32%	Reduced
230	Mutual of America Capital Management New York	$16.1M	+$391K	3	0.17%	Increased
231	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16M	-$39K	3	0.54%	Reduced
232	CCC Cincinnati Casualty Company Fairfield, Ohio	$15.9M	$0	1	8.72%	Maintained
233	BPIM Brant Point Investment Management New York	$15.8M	-$498K	2	1.31%	Reduced
234	Assenagon Asset Management Senningerberg, Luxembourg	$15.8M	+$8.85M	2	0.04%	Increased
235	OAM Ophir Asset Management Sydney, Australia	$15.5M	-$25.5M	1	2.71%	Reduced
236	PAA Peregrine Asset Advisers Portland, Oregon	$15.1M	+$7.19M	2	6.02%	Increased
237	Douglass Winthrop Advisors New York	$15M	-$16.1K	1	0.31%	Reduced
238	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$15M	-$535K	2	0.03%	Reduced
239	Great Lakes Advisors Chicago, Illinois	$14.9M	+$12.7M	1	0.13%	New
240	SFM Stack Financial Management Whitefish, Montana	$14.8M	-$125K	1	1.36%	Reduced
241	Burney Company Reston, Virginia	$14.8M	+$205K	2	0.56%	Increased
242	Amalgamated Bank New York	$14.7M	-$2.92M	4	0.13%	Reduced
243	Chevy Chase Trust Bethesda, Maryland	$14.2M	-$107K	1	0.05%	Reduced
244	Nisa Investment Advisors St. Louis, Missouri	$14.1M	+$21.7K	4	0.09%	Increased
245	ACM Arosa Capital Management Miami Beach, Florida	$14.1M	-$719K	1	8.3%	Reduced
246	Gotham Asset Management New York	$14M	+$1.49M	3	0.21%	Increased
247	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$14M	+$265K	1	0.02%	Increased
248	William Blair & Company Chicago, Illinois	$13.8M	+$264K	2	0.04%	Increased
249	LI Leeward Investments Boston, Massachusetts	$13.8M	-$4.25M	1	0.61%	Reduced
250	GC Globeflex Capital San Diego, California	$13.5M	-$534K	2	1.31%	Reduced