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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	OI Oakbrook Investments Lisle, Illinois	$1.35M	-$215K	1	0.08%	Reduced
302	Xact Kapitalforvaltning Stockholm, Sweden	$1.35M	+$1.31M	1	0.05%	New
303	DIA Denver Investment Advisors Denver, Colorado	$1.33M	+$40.6K	1	0.06%	Increased
304	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.33M	$0	1	0.13%	Maintained
305	OC Oarsman Capital Milwaukee, Wisconsin	$1.33M	-$203K	1	0.68%	Reduced
306	Rathbones Group Liverpool, United Kingdom	$1.32M	-$50.2K	1	0.07%	Reduced
307	Schonfeld Strategic Advisors New York	$1.31M	+$1.27M	1	0.22%	New
308	Two Sigma Investments New York	$1.3M	-$579K	1	0%	Reduced
309	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.3M	$0	1	0.46%	Maintained
310	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.3M	+$5.86K	2	0.07%	Increased
311	Channing Capital Management Chicago, Illinois	$1.29M	$0	1	0.05%	Maintained
312	Magnetar Financial Evanston, Illinois	$1.27M	+$1.23M	1	0.02%	New
313	SW SVB Wealth Boston, Massachusetts	$1.26M	$0	1	0.05%	Maintained
314	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.25M	+$13.8K	1	0.16%	Increased
315	CCM Catawba Capital Management Roanoke, Virginia	$1.25M	-$115K	1	0.3%	Reduced
316	DL Delta Lloyd Amsterdam, Netherlands	$1.25M	$0	1	0.04%	Maintained
317	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.24M	-$24.3K	2	0.06%	Reduced
318	Nippon Life Insurance Tokyo, Japan	$1.22M	-$24.6K	1	0.03%	Reduced
319	Cullen/Frost Bankers San Antonio, Texas	$1.2M	+$231	1	0.04%	Increased
320	Verition Fund Management Greenwich, Connecticut	$1.2M	+$303K	1	0.13%	Increased
321	Boston Trust Walden Boston, Massachusetts	$1.19M	+$17.9K	1	0.02%	Increased
322	Glenmede Trust Philadelphia, Pennsylvania	$1.19M	-$16.1K	2	0.01%	Reduced
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.18M	-$1.33M	1	0.03%	Reduced
324	PFC Phocas Financial Corp Alameda, California	$1.18M	+$68.8K	1	0.08%	Increased
325	AMI Amica Mutual Insurance Providence, Rhode Island	$1.17M	$0	1	0.11%	Maintained