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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	Kennedy Capital Management St Louis, Missouri	$4.07M	+$1.23M	1	0.1%	Increased
252	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.04M	+$835K	1	0.03%	Increased
253	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$4.03M	-$1.29M	2	0.49%	Reduced
254	Första AP-fonden Stockholm, Sweden	$3.98M	+$3.84M	1	0.17%	New
255	Fifth Third Bancorp Cincinnati, Ohio	$3.98M	+$25.8K	3	0.02%	Increased
256	Cubist Systematic Strategies Stamford, Connecticut	$3.9M	+$1.24M	2	0.08%	Increased
257	NFG NewFocus Financial Group Vancouver, Washington	$3.85M	+$46.8K	1	1.69%	Increased
258	Congress Asset Management Boston, Massachusetts	$3.81M	-$2.52K	1	0.05%	Reduced
259	CCPM Cooper Creek Partners Management New York	$3.81M	+$3.98M	1	1.34%	New
260	Huntington National Bank Columbus, Ohio	$3.81M	-$96.9K	4	0.06%	Reduced
261	SEC Seven Eight Capital New York	$3.75M	+$1.75M	2	0.2%	Increased
262	AAM Arabesque Asset Management London, United Kingdom	$3.74M	+$1.48M	1	1.72%	Increased
263	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.69M	-$34.6K	3	0.05%	Reduced
264	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.67M	+$2.13M	1	0.01%	Increased
265	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.67M	-$4.11M	1	0.38%	Reduced
266	LBC Lowe Brockenbrough & Co Richmond, Virginia	$3.58M	$0	1	0.48%	Maintained
267	Jacobs Levy Equity Management Florham Park, New Jersey	$3.53M	+$2.5M	1	0.04%	Increased
268	CC Carlson Capital Dallas, Texas	$3.48M	-$15.8M	1	0.06%	Reduced
269	CGM Centenus Global Management New York	$3.48M	+$3.36M	1	0.49%	New
270	Zurich Insurance Group Zurich, Switzerland	$3.41M	+$2.55M	1	0.06%	Increased
271	DnB Asset Management Oslo, Norway	$3.41M	+$340K	1	0.04%	Increased
272	Tudor Investment Corp Stamford, Connecticut	$3.4M	-$976K	2	0.12%	Reduced
273	Gulf International Bank (UK) London, United Kingdom	$3.39M	$0	1	0.06%	Maintained
274	STRS Ohio Columbus, Ohio	$3.37M	-$226K	2	0.01%	Reduced
275	Utah Retirement Systems Salt Lake City, Utah	$3.37M	-$12.9K	2	0.06%	Reduced