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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.62M	+$1.15M	1	0.1%	Increased
302	HIS Horizon Investment Services Hammond, Indiana	$3.47M	+$184K	1	2.1%	Increased
303	BPBT Boston Private Bank & Trust Boston, Massachusetts	$3.47M	$0	1	0.17%	Maintained
304	MAM Mastrapasqua Asset Management Nashville, Tennessee	$3.44M	+$3.26M	1	0.78%	New
305	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.44M	-$552K	1	0.03%	Reduced
306	Nomura Holdings Tokyo, Japan	$3.43M	-$491K	2	0.02%	Reduced
307	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.43M	+$256K	1	0.09%	Increased
308	RHFI Reilly Herbert Faulkner III	$3.4M	+$3.22M	1	3.37%	New
309	Credit Agricole Montrouge Cedex, France	$3.39M	+$67.9K	1	0.01%	Increased
310	Ronald Blue & Co Roswell, Georgia	$3.36M	+$122	1	0.25%	Increased
311	Ferguson Wellman Capital Management Portland, Oregon	$3.31M	+$120K	1	0.15%	Increased
312	P Pitcairn Conshohocken, Pennsylvania	$3.26M	+$36K	1	0.36%	Increased
313	Oppenheimer & Co New York	$3.17M	+$1.87M	1	0.1%	Increased
314	SCM Southport Capital Management Chattanooga, Tennessee	$3.17M	-$61.6K	1	2.23%	Reduced
315	KAM Keeley Asset Management Chicago, Illinois	$3.14M	-$615K	1	0.05%	Reduced
316	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$3.07M	+$36.5K	1	1.97%	Increased
317	AEGON Asset Management (UK) Edinburgh, United Kingdom	$3.03M	+$1.87M	1	0.43%	Increased
318	SMU Signet Management USA Mclean, Virginia	$3M	+$2.84M	1	2.02%	New
319	Barings Charlotte, North Carolina	$3M	+$146K	1	0.13%	Increased
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.97M	-$994K	1	0.09%	Reduced
321	Utah Retirement Systems Salt Lake City, Utah	$2.95M	$0	1	0.09%	Maintained
322	DA Denali Advisors San Diego, California	$2.89M	+$2.73M	1	0.91%	New
323	OCM Olstein Capital Management Purchase, New York	$2.89M	-$465K	1	0.41%	Reduced
324	SAM Shell Asset Management The Hague, Netherlands	$2.85M	-$1.19M	1	0.05%	Reduced
325	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.8M	$0	1	12.9%	Maintained