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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	COA Charter Oak Advisors New York City, New York	$28.1M	+$21.7M	1	17.03%	Increased
227	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$27.8M	-$529K	4	0.09%	Reduced
228	ACM Alua Capital Management New York	$27.4M	+$26.3M	1	2.41%	New
229	Algert Global San Francisco, California	$27.4M	-$2.87M	2	0.41%	Reduced
230	Mutual of America Capital Management New York	$27.4M	-$920K	4	0.31%	Reduced
231	Jain Global New York	$26.9M	-$60M	3	0.11%	Reduced
232	Cetera Investment Advisers Schaumburg, Illinois	$26.9M	+$935K	4	0.03%	Increased
233	Mariner Overland Park, Kansas	$26.8M	+$8.77M	4	0.03%	Increased
234	Peregrine Capital Management Minneapolis, Minnesota	$26.5M	-$3.34M	2	0.98%	Reduced
235	PFA Pension Forsikringsaktieselskab Copenhagen,	$26.2M	-$214	1	0.08%	Reduced
236	HC Henshaw Capital Woburn, Massachusetts	$25.9M	$0	1	0.96%	Maintained
237	Fred Alger Management New York	$25.8M	-$7.42M	1	0.11%	Reduced
238	Needham Investment Management New York	$25.8M	+$1.79M	2	1.32%	Increased
239	SM Senvest Management New York	$25.7M	+$11M	1	0.85%	Increased
240	Munro Partners Melbourne, Australia	$25.6M	+$22.3M	1	0.87%	New
241	Jones Financial Companies Des Peres, Missouri	$25.4M	+$19.6M	4	0.01%	Increased
242	RAM Rempart Asset Management Montreal, Canada	$25.4M	-$3.87M	1	5.33%	Reduced
243	MetLife Investment Management Whippany, New Jersey	$25.3M	-$220K	6	0.13%	Reduced
244	Canada Life Winnipeg, Manitoba, Canada	$25.2M	-$73.7K	3	0.05%	Reduced
245	Riverbridge Partners Minneapolis, Minnesota	$25M	-$4.73M	1	0.61%	Reduced
246	EC E20 Capital Hong Kong,	$24.9M	+$14.7M	1	2.34%	Increased
247	NPIC Neumeier Poma Investment Counsel Carmel, California	$24.8M	-$1.42M	1	2.05%	Reduced
248	Aviva London, United Kingdom	$24.7M	+$734K	1	0.04%	Increased
249	SAM Southernsun Asset Management Memphis, Tennessee	$23.9M	-$26M	1	3.46%	Reduced
250	KLP Kapitalforvaltning Oslo, Norway	$23.4M	+$1.04M	4	0.09%	Increased