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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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.25M	+$115K	1	0.02%	Increased
302	CF CNA Financial Chicago, Illinois	$1.24M	+$403K	1	0.33%	Increased
303	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.24M	$0	1	0.26%	Maintained
304	KBC Group Brussels, Belgium	$1.23M	-$67.3K	1	0.02%	Reduced
305	Segall Bryant & Hamill Chicago, Illinois	$1.21M	+$1.24M	1	0.03%	New
306	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.2M	+$102K	1	1.26%	Increased
307	Suntrust Banks Atlanta, Georgia	$1.19M	-$50.1K	1	0.01%	Reduced
308	Nomura Asset Management Tokyo, Japan	$1.18M	$0	1	0.02%	Maintained
309	CCM Catawba Capital Management Roanoke, Virginia	$1.18M	-$18.8K	1	0.32%	Reduced
310	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.15M	-$1.73M	1	0.01%	Reduced
311	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.12M	+$48.9K	1	0.14%	Increased
312	TAM THB Asset Management Norwalk, Connecticut	$1.12M	-$302K	1	0.12%	Reduced
313	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.11M	$0	1	0.11%	Maintained
314	Mutual of America Capital Management New York	$1.1M	-$31.6K	1	0.02%	Reduced
315	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.1M	-$11.2K	1	0.16%	Reduced
316	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.08M	-$31.4K	2	0.06%	Reduced
317	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.08M	$0	1	0.42%	Maintained
318	Douglass Winthrop Advisors New York	$1.08M	-$92.4K	1	0.08%	Reduced
319	Balyasny Asset Management Chicago, Illinois	$1.08M	+$1.1M	2	0.01%	New
320	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.06M	+$18.3K	1	0%	Increased
321	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.06M	$0	1	0.05%	Maintained
322	Gateway Investment Advisers Cincinnati, Ohio	$1.04M	+$29.1K	1	0.01%	Increased
323	Central Trust Company Jefferson City, Missouri	$1.04M	-$102K	1	0.09%	Reduced
324	DL Delta Lloyd Amsterdam, Netherlands	$1.04M	+$328K	1	0.04%	Increased
325	OI Oakbrook Investments Lisle, Illinois	$1.04M	-$163K	1	0.07%	Reduced