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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	AAIM Asset Advisors Investment Management Augusta, Georgia	$19M	-$104K	1	1.75%	Reduced
252	KB Kimelman & Baird New York	$18.7M	$0	1	1.44%	Maintained
253	Nisa Investment Advisors St. Louis, Missouri	$18.6M	+$3.57M	5	0.06%	Increased
254	D.E. Shaw & Co New York	$18.6M	+$2.05M	4	0.01%	Increased
255	State of New Jersey Common Pension Fund D Trenton, New Jersey	$18.1M	-$415K	4	0.07%	Reduced
256	GW&K Investment Management Boston, Massachusetts	$18M	-$992K	2	0.16%	Reduced
257	Yousif Capital Management Bloomfield Hills, Michigan	$17.9M	-$161K	3	0.2%	Reduced
258	Davidson Kempner Capital Management New York	$17.8M	-$13M	1	0.21%	Reduced
259	Zurich Insurance Group Zurich, Switzerland	$17.8M	+$15.8M	2	0.12%	Increased
260	Royal London Asset Management United Kingdom	$17.8M	+$1.74M	1	0.04%	Increased
261	Modera Wealth Management Westwood, New Jersey	$17.7M	-$138K	1	0.2%	Reduced
262	CCC Cincinnati Casualty Company Fairfield, Ohio	$17.6M	$0	1	8.92%	Maintained
263	ROC Running Oak Capital Edina, Minnesota	$17.5M	-$3.32M	1	2.19%	Reduced
264	NEOS Investment Management Westport, Connecticut	$17M	+$11.6M	3	0.1%	Increased
265	LCM LVM Capital Management Portage, Michigan	$16.9M	+$106K	1	1.57%	Increased
266	GIP Granite Investment Partners El Segundo, California	$16.7M	-$929K	2	0.99%	Reduced
267	Virginia Retirement Systems Richmond, Virginia	$16.6M	+$2.42M	3	0.1%	Increased
268	TCM Turas Capital Management Boston, Massachusetts	$16.6M	+$20.1M	1	5.58%	New
269	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.4M	-$409K	3	0.45%	Reduced
270	Korea Investment Corp Seoul, South Korea	$16.4M	-$90.9K	1	0.03%	Reduced
271	Wedge Capital Management Charlotte, North Carolina	$16.4M	-$539K	1	0.29%	Reduced
272	NPIC Neumeier Poma Investment Counsel Carmel, California	$16.3M	-$2.68M	1	1.35%	Reduced
273	Mariner Overland Park, Kansas	$16.3M	+$4.41M	4	0.02%	Increased
274	EULAV Asset Management Sarasota, Florida	$15.9M	$0	1	0.42%	Maintained
275	Bridgewater Associates Westport, Connecticut	$15.9M	-$5.4M	2	0.06%	Reduced