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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	GCP GSA Capital Partners London, United Kingdom	$2.55M	+$397K	2	0.1%	Increased
252	ExxonMobil Investment Management Irving, Texas	$2.5M	-$266K	1	0.06%	Reduced
253	SW SVB Wealth Boston, Massachusetts	$2.48M	-$9.29K	1	0.08%	Reduced
254	CIBC Private Wealth Group Atlanta, Georgia	$2.47M	-$199K	2	0.02%	Reduced
255	Fjarde Ap-fonden Stockholm, Sweden	$2.45M	-$262K	1	0.06%	Reduced
256	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.42M	-$490K	2	0.18%	Reduced
257	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.41M	-$292K	1	0.07%	Reduced
258	AFA Abacus FCF Advisors Orlando, Florida	$2.41M	+$2.53M	1	1.05%	New
259	CAM Capstone Asset Management Houston, Texas	$2.39M	-$172K	2	0.07%	Reduced
260	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.38M	+$2.5M	1	0.32%	New
261	NFG NewFocus Financial Group Vancouver, Washington	$2.38M	-$21.4K	1	1.53%	Reduced
262	Asset Management One Tokyo, Japan	$2.38M	-$311K	1	0.03%	Reduced
263	SCM Southport Capital Management Chattanooga, Tennessee	$2.35M	-$81.9K	1	1.42%	Reduced
264	QS Investors New York	$2.34M	-$11.4M	2	0.03%	Reduced
265	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.31M	$0	1	0.08%	Maintained
266	Regions Financial Corp Birmingham, Alabama	$2.28M	+$27.9K	1	0.03%	Increased
267	Bessemer Group Woodbridge, New Jersey	$2.28M	-$318K	1	0.01%	Reduced
268	BNP Paribas Asset Management Paris, France	$2.28M	-$148K	1	0.02%	Reduced
269	Hennessy Advisors Inc Novato, California	$2.27M	-$66.3K	1	0.07%	Reduced
270	Envestnet Asset Management Chicago, Illinois	$2.27M	-$23.7K	1	0.01%	Reduced
271	Axa Paris, France	$2.25M	-$774K	1	0.01%	Reduced
272	P Pitcairn Conshohocken, Pennsylvania	$2.25M	-$129K	1	0.26%	Reduced
273	CEI Clark Estates Inc New York	$2.25M	$0	1	0.36%	Maintained
274	KCM Kempner Capital Management Galveston, Texas	$2.24M	+$413K	1	1.16%	Increased
275	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.17M	+$29.5K	1	0.05%	Increased