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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	Regions Financial Corp Birmingham, Alabama	$3.25M	-$220K	1	0.04%	Reduced
252	AAM Azzad Asset Management Falls Church, Virginia	$3.24M	-$166K	2	0.98%	Reduced
253	Tudor Investment Corp Stamford, Connecticut	$3.23M	+$3.34M	2	0.1%	New
254	State of Alaska Department of Revenue Juneau, Alaska	$3.2M	+$662K	2	0.07%	Increased
255	Achmea Investment Management Zeist, Netherlands	$3.2M	+$1.56M	1	0.11%	Increased
256	TCW Group Los Angeles, California	$3.19M	-$277K	1	0.03%	Reduced
257	American Century Companies Kansas City, Missouri	$3.15M	-$1.57M	1	0%	Reduced
258	RCM Ratan Capital Management Miami Beach, Florida	$3.14M	+$3.25M	1	2.03%	New
259	SCA Spearhead Capital Advisors Wellington, Florida	$3.13M	+$558K	1	1.22%	Increased
260	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.12M	-$150K	1	0.02%	Reduced
261	Nissay Asset Management Tokyo, Japan	$3.1M	-$89.7K	1	0.1%	Reduced
262	PC Palo Capital Newport Beach, California	$3.08M	+$3.18M	1	1.12%	New
263	VWM Venturi Wealth Management Austin, Texas	$3.05M	+$71K	1	0.59%	Increased
264	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.04M	+$232K	1	0.03%	Increased
265	Congress Asset Management Boston, Massachusetts	$2.99M	+$669K	1	0.04%	Increased
266	Montag & Associates Atlanta, Georgia	$2.98M	-$198K	1	0.31%	Reduced
267	Nomura Asset Management Tokyo, Japan	$2.94M	+$362K	1	0.03%	Increased
268	TPCM Three Peaks Capital Management Castle Rock, Colorado	$2.89M	+$2.98M	1	0.49%	New
269	ACP Ashfield Capital Partners San Francisco, California	$2.88M	-$2.29K	1	0.37%	Reduced
270	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$2.88M	-$282K	1	0.06%	Reduced
271	Algert Global San Francisco, California	$2.88M	+$409K	1	0.56%	Increased
272	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.85M	$0	1	11.99%	Maintained
273	Utah Retirement Systems Salt Lake City, Utah	$2.83M	+$10.2K	1	0.06%	Increased
274	WI WBI Investments Red Bank, New Jersey	$2.82M	+$2.91M	1	0.14%	New
275	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.81M	-$18.2K	2	0.02%	Reduced