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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	Nomura Asset Management Tokyo, Japan	$1.51M	+$32.2K	1	0.03%	Increased
302	OC Oarsman Capital Milwaukee, Wisconsin	$1.51M	-$137K	1	0.97%	Reduced
303	BSPF British Steel Pension Fund London, United Kingdom	$1.5M	+$1.43M	1	0.19%	New
304	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.49M	-$32.2K	1	1.46%	Reduced
305	CAM Capstone Asset Management Houston, Texas	$1.48M	-$111K	2	0.04%	Reduced
306	William Blair & Company Chicago, Illinois	$1.48M	+$1.12M	1	0.01%	Increased
307	Pinnacle Associates New York	$1.47M	-$456K	1	0.03%	Reduced
308	KCM Kanawha Capital Management Richmond, Virginia	$1.46M	-$53.7K	1	0.25%	Reduced
309	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.45M	-$32.2K	1	1.31%	Reduced
310	Winton Group London, United Kingdom	$1.44M	-$1.65M	1	0.05%	Reduced
311	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.43M	+$1.35M	1	0.04%	New
312	Quadrature Capital London, United Kingdom	$1.42M	+$721K	1	0.05%	Increased
313	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.41M	-$226K	2	0.01%	Reduced
314	FP FDO Partners Cambridge, Massachusetts	$1.41M	-$974K	1	0.57%	Reduced
315	WAM World Asset Management Detroit, Michigan	$1.41M	-$176K	1	0.05%	Reduced
316	Glenmede Trust Philadelphia, Pennsylvania	$1.4M	+$133K	3	0.01%	Increased
317	Jacobs Levy Equity Management Florham Park, New Jersey	$1.39M	-$69K	1	0.03%	Reduced
318	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.38M	$0	1	0.15%	Maintained
319	Xact Kapitalforvaltning Stockholm, Sweden	$1.37M	$0	1	0.05%	Maintained
320	Rathbones Group Liverpool, United Kingdom	$1.35M	$0	1	0.07%	Maintained
321	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.34M	+$63.3K	1	0.15%	Increased
322	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.34M	+$178K	1	0.03%	Increased
323	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.32M	$0	1	0.43%	Maintained
324	Nippon Life Insurance Tokyo, Japan	$1.32M	+$70.9K	1	0.03%	Increased
325	Channing Capital Management Chicago, Illinois	$1.31M	$0	1	0.05%	Maintained