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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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$8.52M	-$469K	2	0.01%	Reduced
252	Daiwa Securities Group Tokyo, Japan	$8.43M	-$590K	2	0.06%	Reduced
253	BPIM Brant Point Investment Management New York	$8.42M	-$6.7M	2	1.93%	Reduced
254	First Eagle Investment Management New York	$8.25M	+$535K	2	0.02%	Increased
255	JC Jetstream Capital Brentwood, Tennessee	$8.19M	+$2.45M	1	15.91%	Increased
256	Asset Management One Tokyo, Japan	$8.18M	-$103K	1	0.03%	Reduced
257	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.15M	+$3.64M	1	0.12%	Increased
258	Squarepoint New York	$8.03M	-$1.85M	2	0.02%	Reduced
259	EA Series Trust Newtown Square, Pennsylvania	$7.94M	+$7.09M	3	0.28%	New
260	Empowered Funds Havertown, Pennsylvania	$7.94M	+$7.09M	3	0.28%	New
261	CSM Advisors Warrendale, Pennsylvania	$7.93M	-$902K	1	0.6%	Reduced
262	Fjarde Ap-fonden Stockholm, Sweden	$7.93M	+$2.73M	1	0.1%	Increased
263	TA Teton Advisors Rye, New York	$7.92M	-$49.9K	1	2.21%	Reduced
264	Varma Mutual Pension Insurance Co Helsinki, Finland	$7.8M	+$765K	1	0.09%	Increased
265	State of Michigan Retirement System Lansing, Michigan	$7.78M	-$43.4K	2	0.05%	Reduced
266	Kestra Advisory Services Austin, Texas	$7.67M	-$93.8K	1	0.08%	Reduced
267	Acadian Asset Management Boston, Massachusetts	$7.63M	+$363K	3	0.03%	Increased
268	ExodusPoint Capital Management New York	$7.57M	-$441K	2	0.06%	Reduced
269	GAM Griffin Asset Management New York	$7.56M	+$68.6K	1	1.02%	Increased
270	TC TownSquare Capital Provo, Utah	$7.53M	+$888K	1	0.14%	Increased
271	EP Edgestream Partners Princeton, New Jersey	$7.52M	+$5.58M	2	0.68%	Increased
272	GC Globeflex Capital San Diego, California	$7.35M	-$221K	2	0.82%	Reduced
273	LGT Group Foundation Vaduz, Liechtenstein	$7.35M	-$3.63M	2	0.18%	Reduced
274	Engineers Gate Manager New York	$7.33M	-$259K	3	0.28%	Reduced
275	TC TwinBeech Capital Purchase, New York	$7.18M	+$6.05M	2	0.14%	Increased