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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
251	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.49M	+$4.23M	1	0.2%	New
252	Public Employees Retirement Association of Colorado Denver, Colorado	$4.45M	-$712K	3	0.04%	Reduced
253	GD Grandfield & Dodd New York	$4.44M	-$1.21M	1	0.7%	Reduced
254	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.25M	+$4M	1	1.02%	New
255	GHA GW Henssler & Associates Kennesaw, Georgia	$4.24M	+$3.99M	1	0.5%	New
256	KCM Kempner Capital Management Galveston, Texas	$4.14M	-$819K	1	1.68%	Reduced
257	Two Sigma Advisers New York	$4.14M	+$2.69M	2	0.04%	Increased
258	OAM Oxford Asset Management Oxford, United Kingdom	$4.09M	+$3.44M	1	0.12%	Increased
259	MAM Mastrapasqua Asset Management Nashville, Tennessee	$4.07M	+$524K	1	0.96%	Increased
260	LI Lafayette Investments Ashton, Maryland	$4.05M	-$771K	1	1.85%	Reduced
261	Korea Investment Corp Seoul, South Korea	$4.03M	-$8.07M	1	0.04%	Reduced
262	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4.01M	-$2.29M	2	0.07%	Reduced
263	Placemark Investments Chicago, Illinois	$3.99M	-$3.93M	1	0.08%	Reduced
264	Gulf International Bank (UK) London, United Kingdom	$3.99M	-$771K	1	0.08%	Reduced
265	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.99M	-$882K	1	0.77%	Reduced
266	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.97M	-$509K	2	0.06%	Reduced
267	TCM Tributary Capital Management Omaha, Nebraska	$3.97M	-$1.58M	1	0.83%	Reduced
268	Fjarde Ap-fonden Stockholm, Sweden	$3.97M	-$604K	1	0.08%	Reduced
269	SCM Sigma Capital Management Stamford, Connecticut	$3.97M	+$3.74M	1	0.2%	New
270	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.95M	-$405K	2	0.02%	Reduced
271	Allstate Corporation Northbrook, Illinois	$3.94M	+$2.1M	1	0.13%	Increased
272	Asset Management One Tokyo, Japan	$3.94M	-$770K	1	0.06%	Reduced
273	VC Vestor Capital Chicago, Illinois	$3.9M	-$713K	1	1.39%	Reduced
274	SAMNY Samsung Asset Management (New York) New York	$3.9M	-$977K	1	1.37%	Reduced
275	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$3.74M	-$850K	1	0.08%	Reduced