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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	$15.6M	-$1.23M	1	1.93%	Reduced
227	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$15.6M	+$2.15M	2	0.74%	Increased
228	Busey Bank Urbana, Illinois	$15.6M	-$8.46M	1	0.53%	Reduced
229	CIBC World Market Toronto, Ontario, Canada	$15.5M	-$1.83M	3	0.04%	Reduced
230	Douglass Winthrop Advisors New York	$15.3M	+$4.12K	1	0.31%	Increased
231	Burney Company Reston, Virginia	$15.3M	+$259K	2	0.58%	Increased
232	Nisa Investment Advisors St. Louis, Missouri	$15.1M	+$797K	4	0.1%	Increased
233	SFM Stack Financial Management Whitefish, Montana	$15.1M	-$4.48K	1	1.39%	Reduced
234	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$14.9M	-$4.85M	1	1.08%	Reduced
235	Amalgamated Bank New York	$14.7M	-$235K	4	0.13%	Reduced
236	WCM Investment Management Laguna Beach, California	$14.6M	-$3.96M	1	0.03%	Reduced
237	Cresset Asset Management Chicago, Illinois	$14.6M	+$1.46M	3	0.06%	Increased
238	Great Lakes Advisors Chicago, Illinois	$14.5M	-$602K	1	0.13%	Reduced
239	Varma Mutual Pension Insurance Co Helsinki, Finland	$14.3M	-$3.35M	1	0.12%	Reduced
240	BPIM Brant Point Investment Management New York	$14.3M	-$1.96M	2	1.29%	Reduced
241	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$14.1M	-$1.09M	2	0.03%	Reduced
242	VanEck Associates New York	$14.1M	+$1.18M	4	0.02%	Increased
243	Chevy Chase Trust Bethesda, Maryland	$14.1M	-$436K	1	0.04%	Reduced
244	Osaic Holdings Scottsdale, Arizona	$14M	-$3.59M	4	0.03%	Reduced
245	Daiwa Securities Group Tokyo, Japan	$13.9M	+$4.82M	3	0.07%	Increased
246	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$13.8M	+$14M	1	1.1%	New
247	TD Asset Management Toronto, Ontario, Canada	$13.8M	+$790K	3	0.01%	Increased
248	BCP Bayberry Capital Partners New York	$13.7M	+$13.9M	1	2.75%	New
249	State of Tennessee, Department of Treasury Nashville, Tennessee	$13.7M	-$10.1M	3	0.05%	Reduced
250	SG Americas Securities New York	$13.7M	+$4.12M	4	0.08%	Increased