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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	Martingale Asset Management Boston, Massachusetts	$2.96M	-$969K	2	0.09%	Reduced
302	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.95M	$0	1	0.09%	Maintained
303	Oppenheimer & Co New York	$2.94M	+$28.1K	1	0.09%	Increased
304	Axa Paris, France	$2.91M	+$104K	1	0.01%	Increased
305	SCM Southport Capital Management Chattanooga, Tennessee	$2.87M	-$106K	1	1.92%	Reduced
306	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.85M	-$2.17K	1	0.33%	Reduced
307	COI Connable Office Inc Kalamazoo, Michigan	$2.82M	-$628K	1	0.73%	Reduced
308	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.82M	-$10.8K	1	1.68%	Reduced
309	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.7M	-$201K	1	0.23%	Reduced
310	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.64M	$0	1	11.95%	Maintained
311	Utah Retirement Systems Salt Lake City, Utah	$2.63M	-$156K	1	0.08%	Reduced
312	Janus Henderson Group London,	$2.62M	$0	1	0.02%	Maintained
313	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$2.56M	$0	1	0.31%	Maintained
314	RAM RWC Asset Management London, United Kingdom	$2.53M	+$2.41M	1	0.23%	New
315	BT Beacon Trust Morristown, New Jersey	$2.52M	+$35.5K	1	0.41%	Increased
316	Nippon Life Insurance Tokyo, Japan	$2.52M	-$139K	1	0.07%	Reduced
317	RNS Robert N. Shapiro	$2.51M	-$145K	1	0.48%	Reduced
318	Barings Charlotte, North Carolina	$2.5M	+$952K	1	0.08%	Increased
319	Sterling Capital Management Charlotte, North Carolina	$2.49M	+$1.25M	2	0.02%	Increased
320	SG Americas Securities New York	$2.49M	-$14.2M	1	0.01%	Reduced
321	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.48M	-$96.3K	1	0.02%	Reduced
322	CC Cannell & Co New York	$2.45M	$0	1	0.08%	Maintained
323	SAM Shell Asset Management The Hague, Netherlands	$2.44M	-$232K	1	0.04%	Reduced
324	Cullen/Frost Bankers San Antonio, Texas	$2.42M	+$83.1K	1	0.1%	Increased
325	OI Oakbrook Investments Lisle, Illinois	$2.42M	-$25.9K	1	0.07%	Reduced