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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	Assenagon Asset Management Senningerberg, Luxembourg	$1.76M	+$1.65M	1	0.02%	New
302	Jane Street New York	$1.75M	+$113K	1	0.01%	Increased
303	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.72M	-$1.18M	1	0%	Reduced
304	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.7M	$0	1	0.15%	Maintained
305	GHCM Glen Harbor Capital Management San Diego, California	$1.68M	-$126K	2	0.04%	Reduced
306	Glenmede Trust Philadelphia, Pennsylvania	$1.67M	-$36.7K	3	0.01%	Reduced
307	Sumitomo Life Insurance Tokyo, Japan	$1.66M	-$28.6K	1	0.21%	Reduced
308	Rathbones Group Liverpool, United Kingdom	$1.65M	+$8.62K	1	0.07%	Increased
309	B BP London, United Kingdom	$1.65M	$0	1	0.06%	Maintained
310	Amalgamated Bank New York	$1.63M	-$179K	1	0.05%	Reduced
311	AHL Partners London, United Kingdom	$1.63M	+$525K	1	0.03%	Increased
312	WAM World Asset Management Detroit, Michigan	$1.63M	-$16.5K	1	0.05%	Reduced
313	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.61M	$0	1	0.52%	Maintained
314	Suntrust Banks Atlanta, Georgia	$1.61M	-$86.6K	1	0.01%	Reduced
315	Wolverine Asset Management Chicago, Illinois	$1.6M	-$505K	1	0.02%	Reduced
316	Natixis Advisors Boston, Massachusetts	$1.6M	-$60.2K	1	0.02%	Reduced
317	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.6M	+$325K	1	1%	Increased
318	DCM Dupont Capital Management Wilmington, Delaware	$1.59M	+$40.1K	1	0.04%	Increased
319	SW SVB Wealth Boston, Massachusetts	$1.57M	$0	1	0.06%	Maintained
320	Crossmark Global Holdings Houston, Texas	$1.54M	+$1.47M	2	0.04%	New
321	DSC Duncker Streett & Co St. Louis, Missouri	$1.54M	+$903	1	0.47%	Increased
322	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.53M	+$123K	2	0.08%	Increased
323	CPA Capital Planning Advisors Roseville, California	$1.51M	+$860K	1	0.59%	Increased
324	TCM Tributary Capital Management Omaha, Nebraska	$1.5M	$0	1	0.13%	Maintained
325	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.49M	+$7.64K	1	0.02%	Increased