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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	Arrowstreet Capital Boston, Massachusetts	$22.2M	+$18.6M	1	0.01%	Increased
227	KI KTF Investments Seal Beach, California	$22.1M	+$24.7M	1	3.64%	New
228	Cetera Investment Advisers Schaumburg, Illinois	$22M	+$1.6M	4	0.02%	Increased
229	Peregrine Capital Management Minneapolis, Minnesota	$21.9M	-$2.2M	2	0.67%	Reduced
230	Danske Bank Copenhagen K, Denmark	$21.6M	-$6.04M	4	0.05%	Reduced
231	SC Shellback Capital Boston, Massachusetts	$21.5M	+$1.52M	2	2.05%	Increased
232	Frontier Capital Management Boston, Massachusetts	$21.3M	-$38.5M	1	0.23%	Reduced
233	Fred Alger Management New York	$21.1M	-$994K	1	0.08%	Reduced
234	MetLife Investment Management Whippany, New Jersey	$21.1M	-$1.05M	5	0.1%	Reduced
235	Teacher Retirement System of Texas Austin, Texas	$21.1M	-$994K	3	0.07%	Reduced
236	Mutual of America Capital Management New York	$21.1M	-$1.12M	4	0.22%	Reduced
237	Lido Advisors Los Angeles, California	$21M	+$81.8K	2	0.06%	Increased
238	WCM Investment Management Laguna Beach, California	$20.8M	-$1.49M	1	0.04%	Reduced
239	ACM American Capital Management New York	$20.7M	+$2.52M	1	0.91%	Increased
240	HighTower Advisors Chicago, Illinois	$20.6M	-$343K	5	0.02%	Reduced
241	PL Parthenon LLC Louisville, Kentucky	$20.6M	-$176K	1	2.22%	Reduced
242	SCM SIR Capital Management New York	$20.5M	+$4.1M	3	2.27%	Increased
243	Bessemer Group Woodbridge, New Jersey	$20.4M	+$18.6M	4	0.03%	Increased
244	KBC Group Brussels, Belgium	$20.2M	-$201K	4	0.05%	Reduced
245	Treasurer of the State of North Carolina Raleigh, North Carolina	$20M	-$1.62M	3	0.06%	Reduced
246	AI Aperture Investors New York	$19.8M	-$6.88M	1	2.27%	Reduced
247	KLP Kapitalforvaltning Oslo, Norway	$19.7M	-$432K	5	0.08%	Reduced
248	INTECH Investment Management West Palm Beach, Florida	$19.7M	+$6.97M	4	0.18%	Increased
249	1832 Asset Management Toronto, Ontario, Canada	$19.6M	+$9.49M	2	0.02%	Increased
250	Needham Investment Management New York	$19.1M	+$3.72M	2	1.21%	Increased