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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	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$3.23M	+$2.25M	1	0.29%	Increased
277	Silvercrest Asset Management New York	$3.22M	-$104K	1	0.05%	Reduced
278	ICM ICC Capital Management Orlando, Florida	$3.22M	+$3.49M	1	0.39%	New
279	IRF IBM Retirement Fund Armonk, New York	$3.22M	-$290K	1	0.06%	Reduced
280	Baird Milwaukee, Wisconsin	$3.15M	+$141K	2	0.04%	Increased
281	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.14M	$0	1	0.09%	Maintained
282	Rockefeller Financial Services New York	$3.1M	-$35.1M	1	0.07%	Reduced
283	ECM Estabrook Capital Management New York	$3.1M	-$12.2K	1	0.33%	Reduced
284	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.06M	$0	1	0.08%	Maintained
285	SFU Stonehage Fleming (UK) London, United Kingdom	$3.04M	-$331K	1	1.36%	Reduced
286	Andra AP-fonden Goteborg, Sweden	$2.96M	-$139K	1	0.07%	Reduced
287	PP PDT Partners New York	$2.96M	+$3M	2	0.08%	Increased
288	WBC Westpac Banking Corp Sydney, Australia	$2.94M	$0	1	0.03%	Maintained
289	RAM RWC Asset Management London, United Kingdom	$2.9M	+$722K	1	0.28%	Increased
290	Personal Capital Advisors Redwood City, California	$2.87M	+$3.29M	1	0.37%	New
291	RHFI Reilly Herbert Faulkner III	$2.86M	-$3.52K	1	2.81%	Reduced
292	BPBT Boston Private Bank & Trust Boston, Massachusetts	$2.86M	-$26.2K	1	0.14%	Reduced
293	CIM Calvert Investment Management Bethesda, Maryland	$2.8M	-$14M	1	0.21%	Reduced
294	ACM Ativo Capital Management Chicago, Illinois	$2.8M	-$36.5K	1	1.1%	Reduced
295	SFP Santa Fe Partners Santa Fe, New Mexico	$2.8M	+$3.03M	1	0.43%	New
296	NFG NewFocus Financial Group Vancouver, Washington	$2.74M	-$281K	1	2.21%	Reduced
297	KCM Kempner Capital Management Galveston, Texas	$2.72M	-$131K	1	1.16%	Reduced
298	P Pitcairn Conshohocken, Pennsylvania	$2.7M	+$43.3K	1	0.3%	Increased
299	1919 Investment Counsel Baltimore, Maryland	$2.66M	-$20.9K	1	0.05%	Reduced
300	Martingale Asset Management Boston, Massachusetts	$2.65M	+$222K	2	0.08%	Increased