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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	GD Grandfield & Dodd New York	$3.83M	-$20.8K	1	0.3%	Reduced
302	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.82M	+$36.7K	3	0.05%	Increased
303	Huntington National Bank Columbus, Ohio	$3.81M	-$374K	4	0.05%	Reduced
304	Fiduciary Trust Boston, Massachusetts	$3.78M	-$3.09K	1	0.08%	Reduced
305	Mercer Global Advisors Denver, Colorado	$3.75M	+$55.4K	1	0.05%	Increased
306	Chartwell Investment Partners Berywn, Pennsylvania	$3.72M	+$3.37M	1	0.12%	New
307	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.7M	+$109K	1	0.21%	Increased
308	TC TownSquare Capital Provo, Utah	$3.67M	+$688K	1	0.16%	Increased
309	CIC Cincinnati Indemnity Company Fairfield, Ohio	$3.66M	$0	1	10.31%	Maintained
310	Utah Retirement Systems Salt Lake City, Utah	$3.62M	+$143K	1	0.05%	Increased
311	MPM Meritage Portfolio Management Overland Park, Kansas	$3.6M	-$99.8K	1	0.26%	Reduced
312	FBT First Bankers Trust Louisville, Kentucky	$3.58M	+$75.4K	1	1.38%	Increased
313	ACP Ashfield Capital Partners San Francisco, California	$3.55M	-$1.54K	1	0.29%	Reduced
314	CAPTRUST Financial Advisors Raleigh, North Carolina	$3.55M	+$107K	4	0.05%	Increased
315	NFG NewFocus Financial Group Vancouver, Washington	$3.52M	-$314K	1	1.04%	Reduced
316	EP Edgestream Partners Princeton, New Jersey	$3.41M	+$3.21M	1	0.17%	New
317	Illinois Municipal Retirement Fund Oak Brook, Illinois	$3.41M	+$1.57M	2	0.16%	Increased
318	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.37M	+$186K	3	0.1%	Increased
319	Dai-ichi Life Insurance Company Tokyo, Japan	$3.36M	-$22.3K	1	0.05%	Reduced
320	CIBC World Markets New York	$3.35M	-$4.7M	1	0.02%	Reduced
321	KTA Keeley-Teton Advisors Chicago, Illinois	$3.31M	-$158K	1	0.44%	Reduced
322	Jefferies Group New York	$3.31M	+$441K	1	0.03%	Increased
323	BNP Paribas Asset Management Paris, France	$3.28M	-$2.12M	1	0.02%	Reduced
324	CIBC Private Wealth Group Atlanta, Georgia	$3.27M	+$1.22M	2	0.01%	Increased
325	ECM Estabrook Capital Management New York	$3.27M	-$3.56K	2	0.54%	Reduced