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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	LPL Financial San Diego, California	$4.5M	+$1.16M	2	0.01%	Increased
252	BNP Paribas Financial Markets Paris, France	$4.49M	-$1.34M	4	0.01%	Reduced
253	NFG NewFocus Financial Group Vancouver, Washington	$4.46M	+$3.32K	1	1.74%	Increased
254	Oppenheimer Asset Management New York	$4.45M	+$3.73M	3	0.09%	Increased
255	Huntington National Bank Columbus, Ohio	$4.4M	-$1.21K	4	0.07%	Reduced
256	STRS Ohio Columbus, Ohio	$4.39M	+$795K	3	0.02%	Increased
257	Lazard Asset Management New York	$4.35M	+$531K	3	0.01%	Increased
258	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.26M	-$3.05M	2	0.03%	Reduced
259	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.14M	-$172K	4	0.01%	Reduced
260	LBC Lowe Brockenbrough & Co Richmond, Virginia	$4.13M	-$16.1K	1	0.51%	Reduced
261	Hudson Bay Capital Management Stamford, Connecticut	$4.09M	-$3.09M	1	0.09%	Reduced
262	PM Precept Management Dallas, Texas	$4.06M	+$3.77M	1	1.95%	New
263	Amalgamated Bank New York	$3.98M	+$223K	3	0.07%	Increased
264	British Columbia Investment Management Victoria, British Columbia, Canada	$3.95M	+$117K	1	0.03%	Increased
265	Fjarde Ap-fonden Stockholm, Sweden	$3.92M	-$4.95M	1	0.05%	Reduced
266	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.92M	+$241K	1	1.36%	Increased
267	Utah Retirement Systems Salt Lake City, Utah	$3.92M	+$15.4K	2	0.07%	Increased
268	DF Donoghue Forlines Boston, Massachusetts	$3.91M	+$3M	1	0.61%	Increased
269	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.9M	-$277K	3	0.05%	Reduced
270	Gulf International Bank (UK) London, United Kingdom	$3.88M	-$42.8K	1	0.06%	Reduced
271	Ancora Advisors Cleveland, Ohio	$3.78M	+$821K	3	0.14%	Increased
272	PFM Patton Fund Management Dallas, Texas	$3.77M	+$16K	1	1.31%	Increased
273	GD Grandfield & Dodd New York	$3.68M	-$145K	1	0.34%	Reduced
274	Regions Financial Corp Birmingham, Alabama	$3.66M	+$178K	1	0.04%	Increased
275	SCM Snow Capital Management Sewickley, Pennsylvania	$3.65M	-$1.06M	1	0.51%	Reduced