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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	Achmea Investment Management Zeist, Netherlands	$4.71M	+$336K	1	0.17%	Increased
277	Axa Paris, France	$4.65M	+$369K	3	0.01%	Increased
278	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.64M	-$288K	1	0.04%	Reduced
279	Mutual of America Capital Management New York	$4.63M	+$109K	2	0.05%	Increased
280	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.61M	+$541K	1	0.02%	Increased
281	Glenmede Trust Philadelphia, Pennsylvania	$4.51M	+$334K	2	0.02%	Increased
282	KeyBank National Association Cleveland, Ohio	$4.43M	-$414K	1	0.02%	Reduced
283	EIP Easterly Investment Partners Beverly, Massachusetts	$4.4M	+$3.5M	1	0.61%	Increased
284	BPIM Brant Point Investment Management New York	$4.37M	+$3.9M	2	0.52%	New
285	CCM Cinctive Capital Management New York	$4.35M	+$3.94M	1	0.35%	New
286	LBC Lowe Brockenbrough & Co Richmond, Virginia	$4.34M	-$113K	1	0.47%	Reduced
287	SAM Security Asset Management New York	$4.21M	+$935K	1	1.76%	Increased
288	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.08M	+$3.57M	2	0.02%	Increased
289	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.08M	-$442K	3	0.01%	Reduced
290	Man Group London, United Kingdom	$4.06M	-$416K	3	0.02%	Reduced
291	Nippon Life Global Investors Americas New York	$4.04M	$0	1	0.24%	Maintained
292	MLICM Metropolitan Life Insurance Company (MetLife) New York	$4.02M	-$119K	4	0.06%	Reduced
293	Regions Financial Corp Birmingham, Alabama	$4.01M	-$67.5K	1	0.04%	Reduced
294	DSC Duncker Streett & Co St. Louis, Missouri	$4M	+$822K	2	0.77%	Increased
295	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.95M	-$2.22M	2	0.02%	Reduced
296	Engineers Gate Manager New York	$3.92M	+$345K	3	0.17%	Increased
297	Gulf International Bank (UK) London, United Kingdom	$3.89M	-$313K	1	0.05%	Reduced
298	Första AP-fonden Stockholm, Sweden	$3.88M	+$119K	1	0.06%	Increased
299	ClearBridge Investments New York	$3.86M	+$3.5M	1	0%	New
300	Jane Street New York	$3.83M	+$2.94M	3	0%	Increased