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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
276	EULAV Asset Management Sarasota, Florida	$26.5M	$0	1	0.84%	Maintained
277	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$26.2M	-$5M	2	6.07%	Reduced
278	Giverny Capital Montreal, Quebec, Canada	$26M	+$345K	1	0.87%	Increased
279	Busey Bank Urbana, Illinois	$25.7M	+$61.9K	1	0.62%	Increased
280	State of New Jersey Common Pension Fund D Trenton, New Jersey	$25.5M	-$1.12M	4	0.09%	Reduced
281	Walleye Capital New York	$25.3M	-$23M	4	0.09%	Reduced
282	AI Aperture Investors New York	$25.2M	+$1.87M	1	2.28%	Increased
283	NCGI Next Century Growth Investors Plymouth, Minnesota	$24.8M	-$2.34M	2	1.32%	Reduced
284	VanEck Associates New York	$24.8M	+$6.19M	4	0.02%	Increased
285	Baird Financial Group Milwaukee, Wisconsin	$24M	+$7.24M	4	0.03%	Increased
286	Davidson Kempner Capital Management New York	$23.7M	+$21.8M	1	0.28%	New
287	National Bank of Canada Montreal, Quebec, Canada	$23.7M	+$878K	3	0.02%	Increased
288	Holocene Advisors New York	$23.5M	+$18.9M	1	0.05%	Increased
289	GW&K Investment Management Boston, Massachusetts	$23.4M	+$289K	2	0.18%	Increased
290	PL Parthenon LLC Louisville, Kentucky	$23.4M	-$172K	1	2.43%	Reduced
291	Tudor Investment Corp Stamford, Connecticut	$23M	+$15.4M	4	0.03%	Increased
292	Amalgamated Bank New York	$23M	+$414K	4	0.16%	Increased
293	Daiwa Securities Group Tokyo, Japan	$22.7M	+$1.21M	3	0.04%	Increased
294	Kennedy Capital Management St Louis, Missouri	$22.5M	-$18.9M	3	0.4%	Reduced
295	Arizona State Retirement System Phoenix, Arizona	$22.4M	+$377K	4	0.11%	Increased
296	Teacher Retirement System of Texas Austin, Texas	$22.3M	+$2.56M	4	0.06%	Increased
297	Corient Private Wealth Miami, Florida	$22.3M	-$126M	4	0.03%	Reduced
298	J. Safra Sarasin Holding	$22M	+$1.65M	2	0.32%	Increased
299	AAIM Asset Advisors Investment Management Augusta, Georgia	$22M	+$127K	1	2.02%	Increased
300	SCM SIR Capital Management New York	$21.7M	+$2.42M	2	2.49%	Increased