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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	Utah Retirement Systems Salt Lake City, Utah	$2.59M	$0	1	0.06%	Maintained
252	Bank of Nova Scotia Toronto, Ontario, Canada	$2.48M	-$690K	1	0.01%	Reduced
253	SCM Southport Capital Management Chattanooga, Tennessee	$2.46M	$0	1	1.05%	Maintained
254	BUB BBVA USA Bancshares Houston, Texas	$2.46M	-$142K	1	0.16%	Reduced
255	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.45M	+$122K	2	0.01%	Increased
256	Mutual of America Capital Management New York	$2.44M	+$102K	1	0.04%	Increased
257	CCMH Cornerstone Capital Management Holdings New York	$2.44M	-$11.8K	1	0.02%	Reduced
258	1832 Asset Management Toronto, Ontario, Canada	$2.41M	-$64.5K	1	0.01%	Reduced
259	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.39M	+$29.6K	1	0.02%	Increased
260	Paradigm Capital Management Inc Albany, New York	$2.38M	+$2.08M	1	0.21%	New
261	MN Services Vermogensbeheer The Hague, Netherlands	$2.35M	+$43K	1	0.06%	Increased
262	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.35M	-$2.85K	1	0.11%	Reduced
263	Nippon Life Global Investors Americas New York	$2.34M	-$578K	1	0.2%	Reduced
264	PAM Peninsula Asset Management Bradenton, Florida	$2.34M	-$10.3K	1	1.72%	Reduced
265	MSA Mason Street Advisors Milwaukee, Wisconsin	$2.33M	+$18.4K	2	0.06%	Increased
266	Nuveen Charlotte, North Carolina	$2.32M	-$6.03M	1	0.02%	Reduced
267	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.31M	+$102K	2	0.02%	Increased
268	CF CNA Financial Chicago, Illinois	$2.3M	$0	1	0.58%	Maintained
269	CC Cannell & Co New York	$2.29M	-$1.74M	1	0.08%	Reduced
270	Silvercrest Asset Management New York	$2.29M	$0	1	0.02%	Maintained
271	Fort Washington Investment Advisors Cincinnati, Ohio	$2.28M	$0	1	0.04%	Maintained
272	BFA Benedict Financial Advisors Atlanta, Georgia	$2.28M	+$2.5K	1	1.17%	Increased
273	WesBanco Bank Wheeling, West Virginia	$2.28M	+$17.2K	2	0.12%	Increased
274	DnB Asset Management Oslo, Norway	$2.23M	-$18.6M	1	0.03%	Reduced
275	Squarepoint New York	$2.17M	-$8.08M	2	0.04%	Reduced