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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	Artemis Investment Management Edinburgh, United Kingdom	$13.5M	-$30.6M	1	0.18%	Reduced
252	LI Leeward Investments Boston, Massachusetts	$13.4M	-$607K	1	0.62%	Reduced
253	Arizona State Retirement System Phoenix, Arizona	$13.4M	-$15.7K	4	0.09%	Reduced
254	GW&K Investment Management Boston, Massachusetts	$13.4M	+$1.22M	2	0.12%	Increased
255	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13.4M	+$4.9M	2	1.39%	Increased
256	Trillium Asset Management Boston, Massachusetts	$13.4M	+$13.6M	1	0.34%	New
257	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$13.3M	+$2.39M	2	0.99%	Increased
258	Kodai Capital Management Chicago, Illinois	$13.3M	+$1.03M	1	0.25%	Increased
259	1832 Asset Management Toronto, Ontario, Canada	$13.3M	-$3.99M	2	0.01%	Reduced
260	TW TritonPoint Wealth Chevy Chase, Maryland	$13.3M	-$76.6K	1	1.28%	Reduced
261	PGGM Investments Zeist, Netherlands	$13.2M	$0	1	0.19%	Maintained
262	D.E. Shaw & Co New York	$12.9M	+$6.73M	4	0.01%	Increased
263	RIM Ranger Investment Management Dallas, Texas	$12.9M	+$12.1M	1	0.88%	New
264	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.9M	-$220K	1	2.27%	Reduced
265	Railway Pension Investments London, United Kingdom	$12.7M	+$12.9M	1	0.15%	New
266	GIPM G2 Investment Partners Management New York	$12.6M	+$3.86M	1	3.27%	Increased
267	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$12.6M	+$12.5M	1	0.03%	New
268	LGT Group Foundation Vaduz, Liechtenstein	$12.6M	-$453K	2	0.2%	Reduced
269	Brandywine Global Investment Management Philadelphia, Pennsylvania	$12.4M	+$324K	1	0.09%	Increased
270	Exchange Traded Concepts Oklahoma City, Oklahoma	$12.2M	+$12.2M	3	0.31%	Increased
271	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.1M	-$2.15M	1	0.02%	Reduced
272	Truist Financial Charlotte, North Carolina	$12.1M	-$277K	3	0.02%	Reduced
273	Cetera Investment Advisers Schaumburg, Illinois	$11.7M	+$1.29M	4	0.03%	Increased
274	Royal London Asset Management United Kingdom	$11.7M	-$46.2K	1	0.03%	Reduced
275	Dana Investment Advisors Waukesha, Wisconsin	$11.7M	+$58.3K	2	0.39%	Increased