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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	Barclays London, United Kingdom	$2.07M	-$1.89M	3	0%	Reduced
252	Whitebox Advisors Minneapolis, Minnesota	$2.07M	+$2.45M	1	0.09%	New
253	ExxonMobil Investment Management Irving, Texas	$2.05M	+$19.6K	1	0.05%	Increased
254	NFG NewFocus Financial Group Vancouver, Washington	$2.03M	+$103K	1	1.56%	Increased
255	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.96M	$0	1	0.06%	Maintained
256	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.95M	-$246K	1	0.05%	Reduced
257	Asset Management One Tokyo, Japan	$1.92M	$0	1	0.03%	Maintained
258	SCM Southport Capital Management Chattanooga, Tennessee	$1.91M	-$3.04K	1	1.28%	Reduced
259	Hennessy Advisors Inc Novato, California	$1.89M	+$43.9K	1	0.06%	Increased
260	SAM Shell Asset Management The Hague, Netherlands	$1.89M	+$460K	1	0.03%	Increased
261	SW SVB Wealth Boston, Massachusetts	$1.84M	-$196K	1	0.07%	Reduced
262	Regions Financial Corp Birmingham, Alabama	$1.83M	-$30.1K	1	0.03%	Reduced
263	BNP Paribas Asset Management Paris, France	$1.82M	-$34.7K	1	0.02%	Reduced
264	KCM Kempner Capital Management Galveston, Texas	$1.82M	$0	1	1.03%	Maintained
265	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.82M	+$53.7K	1	0.05%	Increased
266	Fjarde Ap-fonden Stockholm, Sweden	$1.79M	-$224K	1	0.05%	Reduced
267	QS Investors New York	$1.74M	$0	2	0.02%	Maintained
268	Barings Charlotte, North Carolina	$1.73M	+$696K	1	0.04%	Increased
269	Silvercrest Asset Management New York	$1.71M	-$865K	1	0.03%	Reduced
270	CIC Cincinnati Indemnity Company Fairfield, Ohio	$1.66M	$0	1	8.16%	Maintained
271	STRS Ohio Columbus, Ohio	$1.65M	+$418K	3	0.01%	Increased
272	Utah Retirement Systems Salt Lake City, Utah	$1.64M	+$12.6K	1	0.05%	Increased
273	Eagle Asset Management St Petersburg, Florida	$1.58M	+$32.4K	1	0.01%	Increased
274	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.57M	-$10.2K	1	1.29%	Reduced
275	TA Teton Advisors Rye, New York	$1.55M	$0	1	0.12%	Maintained