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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	Quantinno Capital Management New York	$17.9M	+$2.35M	4	0.05%	Increased
252	Algert Global San Francisco, California	$17.7M	+$2.95M	1	0.3%	Increased
253	PL Parthenon LLC Louisville, Kentucky	$17.7M	-$193K	1	1.96%	Reduced
254	State of New Jersey Common Pension Fund D Trenton, New Jersey	$17.7M	-$133K	4	0.07%	Reduced
255	D.E. Shaw & Co New York	$17.1M	+$12.1M	3	0.01%	Increased
256	PCM Pinnbrook Capital Management New York	$17.1M	+$15.1M	2	1.89%	New
257	AXA Investment Managers Puteaux, France	$16.8M	+$16.4M	2	0.05%	New
258	SCM SIR Capital Management New York	$16.5M	+$4.07M	2	1.48%	Increased
259	AAIM Asset Advisors Investment Management Augusta, Georgia	$16.3M	-$133K	1	1.54%	Reduced
260	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$16.2M	+$4.85M	2	0.04%	Increased
261	LCM LVM Capital Management Portage, Michigan	$16.2M	+$529K	1	1.56%	Increased
262	CCS Concentric Capital Strategies Stamford, Connecticut	$16.2M	-$2.89M	3	0.72%	Reduced
263	KB Kimelman & Baird New York	$16M	$0	1	1.25%	Maintained
264	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$15.9M	+$1.81M	5	0.13%	Increased
265	Yousif Capital Management Bloomfield Hills, Michigan	$15.7M	-$894K	3	0.17%	Reduced
266	Arizona State Retirement System Phoenix, Arizona	$15.6M	+$196K	4	0.08%	Increased
267	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$15.5M	-$1.71M	1	0.79%	Reduced
268	National Bank of Canada Montreal, Quebec, Canada	$15.5M	-$1.98M	2	0.02%	Reduced
269	Modera Wealth Management Westwood, New Jersey	$15.2M	-$114K	1	0.18%	Reduced
270	Needham Investment Management New York	$15.2M	-$261K	1	1.06%	Reduced
271	Amalgamated Bank New York	$15M	-$193K	5	0.11%	Reduced
272	CCC Cincinnati Casualty Company Fairfield, Ohio	$15M	$0	1	7.63%	Maintained
273	Guggenheim Capital Chicago, Illinois	$15M	-$224K	2	0.11%	Reduced
274	Nomura Holdings Tokyo, Japan	$14.9M	+$14M	3	0.02%	New
275	PCM Penn Capital Management Philadelphia, Pennsylvania	$14.9M	+$13.3M	1	1.15%	New