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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	DnB Asset Management Oslo, Norway	$5.01M	-$11.4M	1	0.03%	Reduced
277	Regions Financial Corp Birmingham, Alabama	$5M	+$31.3K	1	0.04%	Increased
278	HM Payson & Co Portland, Maine	$4.97M	+$165K	2	0.12%	Increased
279	Vest Financial Mclean, Virginia	$4.96M	+$791K	1	1.51%	Increased
280	USS Investment Management London, United Kingdom	$4.93M	+$4.63M	1	0.04%	Increased
281	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.92M	+$171K	1	0.25%	Increased
282	Capital Fund Management (CFM) Paris, France	$4.87M	+$5.19M	1	0.04%	New
283	LSA L & S Advisors Los Angeles, California	$4.86M	+$5.18M	1	0.52%	New
284	Kestra Advisory Services Austin, Texas	$4.86M	-$798K	1	0.05%	Reduced
285	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.85M	-$491K	1	0.04%	Reduced
286	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.78M	-$30.7K	3	0.05%	Reduced
287	RC Roubaix Capital Denver, Colorado	$4.78M	+$890K	1	3.13%	Increased
288	Balyasny Asset Management Chicago, Illinois	$4.74M	+$1.11M	2	0.02%	Increased
289	Achmea Investment Management Zeist, Netherlands	$4.7M	+$26.5K	1	0.14%	Increased
290	Huntington National Bank Columbus, Ohio	$4.67M	+$278K	4	0.05%	Increased
291	Varma Mutual Pension Insurance Co Helsinki, Finland	$4.67M	+$4.97M	1	0.07%	New
292	Fiduciary Trust Boston, Massachusetts	$4.65M	-$23K	1	0.08%	Reduced
293	PFC Phocas Financial Corp Alameda, California	$4.63M	+$33K	2	0.59%	Increased
294	UTC Unified Trust Company Lexington, Kentucky	$4.59M	-$29.5K	1	1.35%	Reduced
295	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$4.55M	+$4.56M	1	0.8%	New
296	JC Jetstream Capital Brentwood, Tennessee	$4.53M	+$140K	1	4.39%	Increased
297	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.53M	-$459K	1	0.46%	Reduced
298	CIC Cincinnati Indemnity Company Fairfield, Ohio	$4.51M	$0	1	11.7%	Maintained
299	MLICM Metropolitan Life Insurance Company (MetLife) New York	$4.5M	-$2.87M	4	0.07%	Reduced
300	DSC Duncker Streett & Co St. Louis, Missouri	$4.47M	-$79.3K	1	0.85%	Reduced