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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	WCM Investment Management Laguna Beach, California	$15.4M	+$1.08M	1	0.04%	Increased
252	Douglass Winthrop Advisors New York	$15.2M	-$30.5K	1	0.28%	Reduced
253	Osaic Holdings Scottsdale, Arizona	$15.1M	+$6.61M	4	0.03%	Increased
254	Royal London Asset Management United Kingdom	$15.1M	+$1.35M	1	0.03%	Increased
255	Busey Bank Urbana, Illinois	$15.1M	-$157K	1	0.46%	Reduced
256	CIS Connors Investor Services Wyomissing, Pennsylvania	$14.9M	+$2.87M	1	1.32%	Increased
257	SFM Stack Financial Management Whitefish, Montana	$14.7M	-$293K	1	1.3%	Reduced
258	TC TwinBeech Capital Purchase, New York	$14.5M	-$35.6M	2	0.33%	Reduced
259	GW&K Investment Management Boston, Massachusetts	$14.4M	-$149K	2	0.13%	Reduced
260	Empowered Funds Havertown, Pennsylvania	$14.2M	+$10.4M	2	0.16%	Increased
261	Jefferies Financial Group New York	$14.2M	+$3.75M	2	0.12%	Increased
262	Virginia Retirement Systems Richmond, Virginia	$13.9M	-$48.1K	3	0.1%	Reduced
263	Chevy Chase Trust Bethesda, Maryland	$13.8M	+$78.1K	1	0.04%	Increased
264	Arizona State Retirement System Phoenix, Arizona	$13.8M	+$168K	4	0.08%	Increased
265	CCS Concentric Capital Strategies Stamford, Connecticut	$13.8M	-$1.94M	2	0.61%	Reduced
266	UBV United Bank (Virginia) Vienna, Virginia	$13.6M	-$215K	1	1.62%	Reduced
267	TW TritonPoint Wealth Chevy Chase, Maryland	$13.5M	-$359K	1	1.25%	Reduced
268	Quantinno Capital Management New York	$13.3M	+$2.61M	4	0.06%	Increased
269	EIP Easterly Investment Partners Beverly, Massachusetts	$13.3M	+$40.4K	2	0.96%	Increased
270	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.1M	+$3.23M	1	1.22%	Increased
271	Two Sigma Investments New York	$13M	+$5.31M	3	0.02%	Increased
272	Amalgamated Bank New York	$13M	-$210K	5	0.1%	Reduced
273	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$13M	-$13.1M	1	0.91%	Reduced
274	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.8M	+$327K	2	0.02%	Increased
275	AssetMark Inc Concord, California	$12.8M	+$1.14M	4	0.03%	Increased