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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	KLP Kapitalforvaltning Oslo, Norway	$17.8M	+$18.7M	4	0.08%	New
227	Yousif Capital Management Bloomfield Hills, Michigan	$17.7M	-$538K	3	0.2%	Reduced
228	Korea Investment Corp Seoul, South Korea	$17.7M	+$7.37M	1	0.04%	Increased
229	NCGI Next Century Growth Investors Plymouth, Minnesota	$17.6M	+$3.86M	1	1.32%	Increased
230	Modera Wealth Management Westwood, New Jersey	$17.6M	-$306K	1	0.21%	Reduced
231	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$17.5M	+$3.32M	2	1.13%	Increased
232	QRG Capital Management Chicago, Illinois	$17.1M	+$6.86M	2	0.18%	Increased
233	CCC Cincinnati Casualty Company Fairfield, Ohio	$16.9M	$0	1	9.46%	Maintained
234	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.8M	-$207K	3	0.53%	Reduced
235	GW&K Investment Management Boston, Massachusetts	$16.8M	+$875K	2	0.14%	Increased
236	Wedge Capital Management Charlotte, North Carolina	$16.7M	-$655K	1	0.3%	Reduced
237	Trillium Asset Management Boston, Massachusetts	$16.7M	+$1.92M	1	0.43%	Increased
238	KBC Group Brussels, Belgium	$16.5M	+$1.93M	4	0.05%	Increased
239	1832 Asset Management Toronto, Ontario, Canada	$16.4M	-$214K	2	0.01%	Reduced
240	UBV United Bank (Virginia) Vienna, Virginia	$16.3M	+$140K	1	1.95%	Increased
241	Aviva London, United Kingdom	$16.1M	-$17M	2	0.04%	Reduced
242	Walleye Capital New York	$15.9M	+$16.5M	2	0.04%	Increased
243	Douglass Winthrop Advisors New York	$15.7M	+$383K	1	0.3%	Increased
244	SFM Stack Financial Management Whitefish, Montana	$15.6M	-$110K	1	1.43%	Reduced
245	OCM Osterweis Capital Management San Francisco, California	$15.5M	+$3.15M	1	0.72%	Increased
246	ZP Zimmer Partners New York	$15.3M	-$1.11M	1	0.26%	Reduced
247	Man Group London, United Kingdom	$15.2M	-$4.36M	3	0.04%	Reduced
248	Arizona State Retirement System Phoenix, Arizona	$14.8M	+$176K	4	0.09%	Increased
249	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$14.7M	+$774K	1	0.03%	Increased
250	Mercer Global Advisors Denver, Colorado	$14.7M	+$1.43M	4	0.04%	Increased