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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.28M	-$2.64M	2	0%	Reduced
277	SGA Strategic Global Advisors Newport Beach, California	$5.27M	+$260K	1	0.77%	Increased
278	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.27M	-$541K	1	0.03%	Reduced
279	Weiss Multi-Strategy Advisers New York	$5.21M	-$11.8M	2	0.12%	Reduced
280	EP Edgestream Partners Princeton, New Jersey	$5.16M	+$5.39M	1	0.41%	New
281	SAM Security Asset Management New York	$5.1M	+$11.2K	1	2.19%	Increased
282	DZ Bank Frankfurt Am Main, Germany	$5.08M	-$4.3M	1	0.01%	Reduced
283	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.07M	-$283K	1	0.37%	Reduced
284	Glenmede Trust Philadelphia, Pennsylvania	$5.02M	+$757K	3	0.02%	Increased
285	WBC Westpac Banking Corp Sydney, Australia	$5.02M	-$343K	1	0.06%	Reduced
286	Fiduciary Trust Boston, Massachusetts	$4.94M	-$461K	1	0.09%	Reduced
287	Regions Financial Corp Birmingham, Alabama	$4.84M	-$127K	1	0.04%	Reduced
288	CCM Cinctive Capital Management New York	$4.81M	-$180K	1	0.18%	Reduced
289	Kestra Advisory Services Austin, Texas	$4.75M	-$199K	1	0.05%	Reduced
290	AAM Azzad Asset Management Falls Church, Virginia	$4.74M	-$39K	2	0.68%	Reduced
291	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.74M	-$41K	1	0.05%	Reduced
292	UMB Bank Kansas City, Missouri	$4.71M	+$9.44K	2	0.06%	Increased
293	First Manhattan New York	$4.66M	+$45K	2	0.02%	Increased
294	Man Group London, United Kingdom	$4.65M	-$513K	2	0.02%	Reduced
295	Swiss Life Asset Management Zurich,	$4.59M	-$903K	2	0.06%	Reduced
296	Huntington National Bank Columbus, Ohio	$4.58M	-$50.5K	4	0.04%	Reduced
297	CIC Cincinnati Indemnity Company Fairfield, Ohio	$4.55M	$0	1	11.24%	Maintained
298	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.54M	-$66.4K	3	0.05%	Reduced
299	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.53M	+$204K	1	1.43%	Increased
300	GD Grandfield & Dodd New York	$4.44M	-$12.3K	1	0.3%	Reduced