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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	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.15M	-$7.13M	1	0.26%	Reduced
302	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.15M	-$619K	1	0.05%	Reduced
303	Nippon Life Insurance Tokyo, Japan	$2.13M	+$138K	1	0.05%	Increased
304	Advisors Asset Management Monument, Colorado	$2.12M	+$127K	1	0.03%	Increased
305	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.12M	+$613K	1	0.07%	Increased
306	CG Clinton Group New York	$2.09M	+$1.61M	1	0.65%	Increased
307	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.08M	-$227K	1	0.02%	Reduced
308	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.08M	$0	1	9.5%	Maintained
309	COI Connable Office Inc Kalamazoo, Michigan	$2.08M	-$109K	1	0.56%	Reduced
310	Utah Retirement Systems Salt Lake City, Utah	$2.07M	$0	1	0.06%	Maintained
311	DCM Dynamic Capital Management St. Helier, Jersey	$2.02M	+$135K	1	1.07%	Increased
312	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.98M	-$273K	1	1.38%	Reduced
313	Bridgeway Capital Management Houston, Texas	$1.94M	+$625K	1	0.04%	Increased
314	BNP Paribas Asset Management Paris, France	$1.92M	+$55.3K	1	0.02%	Increased
315	CC Cannell & Co New York	$1.91M	-$23K	1	0.06%	Reduced
316	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.88M	$0	1	0.09%	Maintained
317	KCM Kanawha Capital Management Richmond, Virginia	$1.88M	+$136K	1	0.33%	Increased
318	HighTower Advisors Chicago, Illinois	$1.86M	+$1.73M	1	0.03%	Increased
319	PP Paloma Partners Greenwich, Connecticut	$1.86M	+$87.8K	1	0.08%	Increased
320	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.85M	+$30.7K	1	0.18%	Increased
321	WesBanco Bank Wheeling, West Virginia	$1.82M	+$11K	2	0.1%	Increased
322	CIBC Private Wealth Group Atlanta, Georgia	$1.81M	-$46.4K	2	0.01%	Reduced
323	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.8M	-$2.08M	1	0.01%	Reduced
324	SCM Schneider Capital Management Berwyn, Pennsylvania	$1.79M	-$1.86M	1	0.22%	Reduced
325	TCM Tributary Capital Management Omaha, Nebraska	$1.77M	-$1.56M	1	0.3%	Reduced