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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.94M	+$1.98M	3	0%	Increased
252	Aviva London, United Kingdom	$8.83M	+$807K	1	0.04%	Increased
253	Amalgamated Bank New York	$8.73M	-$583K	2	0.06%	Reduced
254	BPIM Brant Point Investment Management New York	$8.71M	+$3.87M	1	1.37%	Increased
255	Atria Investments Charlotte, North Carolina	$8.3M	+$710K	3	0.15%	Increased
256	State of Michigan Retirement System Lansing, Michigan	$8.21M	+$38.3K	2	0.04%	Increased
257	Verition Fund Management Greenwich, Connecticut	$8.19M	+$6.05M	2	0.06%	Increased
258	AC Albar Capital London, United Kingdom	$8.18M	+$7.64M	1	2.59%	New
259	Mariner Overland Park, Kansas	$8.12M	+$7.59M	1	0.03%	New
260	HM HCSF Management San Francisco, California	$7.97M	$0	1	8.92%	Maintained
261	GAM Griffin Asset Management New York	$7.93M	-$444K	1	0.99%	Reduced
262	Natixis Paris, France	$7.91M	-$23.4K	1	0.03%	Reduced
263	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.89M	+$7.55K	3	0.08%	Increased
264	Pallas Capital Advisors Braintree, Massachusetts	$7.5M	+$790K	1	0.91%	Increased
265	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.3M	-$761K	1	0.73%	Reduced
266	Vest Financial Mclean, Virginia	$7.3M	+$1.4M	1	1.59%	Increased
267	Gotham Asset Management New York	$7.27M	+$2.55M	2	0.23%	Increased
268	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.2M	-$44.5K	4	0.05%	Reduced
269	Tocqueville Asset Management New York	$6.91M	+$690K	3	0.1%	Increased
270	Oppenheimer Asset Management New York	$6.88M	-$104K	2	0.09%	Reduced
271	Jane Street New York	$6.87M	+$1.85M	3	0%	Increased
272	HM Payson & Co Portland, Maine	$6.81M	+$939K	2	0.15%	Increased
273	Two Sigma Investments New York	$6.64M	-$10.6M	2	0.01%	Reduced
274	Swiss Life Asset Management Zurich,	$6.61M	+$3.98M	2	0.09%	Increased
275	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$6.6M	-$1.7K	2	0.03%	Reduced