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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
301	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.94M	+$1.66M	1	0.09%	Increased
302	Natixis Advisors Boston, Massachusetts	$2.87M	-$352K	1	0.05%	Reduced
303	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.84M	-$4.26K	1	0.3%	Reduced
304	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.83M	-$47.3K	1	1.92%	Reduced
305	WAM World Asset Management Detroit, Michigan	$2.79M	-$329K	1	0.07%	Reduced
306	BSPF British Steel Pension Fund London, United Kingdom	$2.75M	-$167K	1	0.28%	Reduced
307	Utah Retirement Systems Salt Lake City, Utah	$2.74M	-$25.8K	1	0.09%	Reduced
308	BT Beacon Trust Morristown, New Jersey	$2.68M	+$623K	1	0.49%	Increased
309	Barings Charlotte, North Carolina	$2.65M	+$318K	1	0.11%	Increased
310	Wilmington Trust National Association Wilmington, Delaware	$2.64M	-$646K	1	0.11%	Reduced
311	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.6M	$0	1	12.93%	Maintained
312	Regions Financial Corp Birmingham, Alabama	$2.49M	+$36.9K	1	0.03%	Increased
313	CC Cannell & Co New York	$2.43M	-$1.35M	1	0.13%	Reduced
314	Nippon Life Insurance Tokyo, Japan	$2.42M	-$299K	1	0.08%	Reduced
315	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.38M	$0	1	0.13%	Maintained
316	STRS Ohio Columbus, Ohio	$2.29M	-$2.46M	3	0.01%	Reduced
317	III Independent Investors Inc Nesconset, New York	$2.27M	$0	1	1.2%	Maintained
318	RNS Robert N. Shapiro	$2.25M	+$69.3K	1	0.4%	Increased
319	BNP Paribas Asset Management Paris, France	$2.25M	+$2.15M	1	0.02%	New
320	SM Southport Management Wilson, Wyoming	$2.25M	+$2.15M	1	3.77%	New
321	PCP Perimeter Capital Partners Atlanta, Georgia	$2.24M	+$239K	1	0.42%	Increased
322	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.24M	+$6.28K	1	0.09%	Increased
323	FMT First Mercantile Trust Cordova, Tennessee	$2.23M	+$852K	2	0.18%	Increased
324	PP Paloma Partners Greenwich, Connecticut	$2.22M	+$622K	1	0.09%	Increased
325	Martingale Asset Management Boston, Massachusetts	$2.2M	+$2.07M	2	0.08%	New