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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	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$15.1M	+$1.79M	2	1.03%	Increased
252	Arizona State Retirement System Phoenix, Arizona	$14.9M	+$481K	4	0.09%	Increased
253	Amalgamated Bank New York	$14.8M	-$460K	4	0.12%	Reduced
254	TW TritonPoint Wealth Chevy Chase, Maryland	$14.8M	+$597K	1	1.36%	Increased
255	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$14.8M	-$501K	2	0.63%	Reduced
256	Nisa Investment Advisors St. Louis, Missouri	$14.7M	-$1.15M	4	0.09%	Reduced
257	Chevy Chase Trust Bethesda, Maryland	$14.7M	-$245K	1	0.05%	Reduced
258	BPIM Brant Point Investment Management New York	$14.6M	-$1.55M	2	1.61%	Reduced
259	OCM Osterweis Capital Management San Francisco, California	$14.5M	+$1.08M	1	0.74%	Increased
260	Burney Company Reston, Virginia	$14.4M	-$173K	2	0.51%	Reduced
261	Busey Bank Urbana, Illinois	$14.4M	+$124K	1	0.47%	Increased
262	Truist Financial Charlotte, North Carolina	$14.4M	+$849K	3	0.02%	Increased
263	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$14.3M	-$515K	2	0.03%	Reduced
264	ROC Running Oak Capital Edina, Minnesota	$14.2M	+$14M	1	1.92%	New
265	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13.9M	+$559K	1	0.09%	Increased
266	Cerity Partners New York	$13.9M	-$6.89M	3	0.03%	Reduced
267	PGGM Investments Zeist, Netherlands	$13.9M	-$128K	1	0.18%	Reduced
268	RBF Capital San Francisco, California	$13.7M	$0	2	0.69%	Maintained
269	Mercer Global Advisors Denver, Colorado	$13.6M	+$3.52M	3	0.03%	Increased
270	TD Asset Management Toronto, Ontario, Canada	$13.6M	-$1.77M	3	0.01%	Reduced
271	NPPM North Point Portfolio Managers Orange Village, Ohio	$13.6M	-$127K	1	2.17%	Reduced
272	PIP Palisades Investment Partners Santa Monica, California	$13.5M	+$647K	1	5.86%	Increased
273	Osaic Holdings Scottsdale, Arizona	$13.5M	-$746K	4	0.03%	Reduced
274	Exchange Traded Concepts Oklahoma City, Oklahoma	$13.4M	+$2.18M	3	0.31%	Increased
275	Engineers Gate Manager New York	$13.3M	+$6.41M	2	0.26%	Increased