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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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.47M	-$746K	1	1.47%	Reduced
302	GD Grandfield & Dodd New York	$4.45M	-$33.1K	1	0.31%	Reduced
303	LBC Lowe Brockenbrough & Co Richmond, Virginia	$4.44M	-$989K	1	0.35%	Reduced
304	Gulf International Bank (UK) London, United Kingdom	$4.42M	-$30.5K	1	0.06%	Reduced
305	First Manhattan New York	$4.34M	-$918K	2	0.02%	Reduced
306	Utah Retirement Systems Salt Lake City, Utah	$4.32M	-$215K	2	0.06%	Reduced
307	Jane Street New York	$4.25M	+$815K	4	0%	Increased
308	Glenmede Trust Philadelphia, Pennsylvania	$4.17M	+$271K	3	0.02%	Increased
309	EP Wealth Advisors Torrance, California	$4.15M	-$192K	1	0.11%	Reduced
310	British Columbia Investment Management Victoria, British Columbia, Canada	$4.13M	+$8.12K	1	0.02%	Increased
311	ACP Ashfield Capital Partners San Francisco, California	$4.13M	-$39.4K	1	0.29%	Reduced
312	KTA Keeley-Teton Advisors Chicago, Illinois	$4.09M	-$577K	1	0.45%	Reduced
313	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.09M	+$78.2K	3	0.1%	Increased
314	Trexquant Investment Stamford, Connecticut	$4.07M	+$3.16M	1	0.32%	Increased
315	M&G Investment Management London, United Kingdom	$4.07M	-$1.4M	1	0.01%	Reduced
316	Commonwealth Equity Services Waltham, Massachusetts	$4.07M	+$413K	2	0.01%	Increased
317	Pacer Advisors Malvern, Pennsylvania	$4.02M	+$2.3M	2	0.05%	Increased
318	BWM BerganKDV Wealth Management Bloomington, Minnesota	$3.94M	+$90.8K	2	0.45%	Increased
319	Swedbank Stockholm, Sweden	$3.9M	+$3.32M	1	0.01%	Increased
320	BPIM Brant Point Investment Management New York	$3.89M	-$4.52M	1	0.34%	Reduced
321	O'Shaughnessy Asset Management Stamford, Connecticut	$3.88M	+$1.77M	4	0.08%	Increased
322	Gotham Asset Management New York	$3.88M	-$1.26M	2	0.16%	Reduced
323	TA Teton Advisors Rye, New York	$3.87M	+$1.28M	1	0.56%	Increased
324	ECM Estabrook Capital Management New York	$3.87M	-$35.8K	1	0.61%	Reduced
325	Acadian Asset Management Boston, Massachusetts	$3.85M	-$264K	2	0.01%	Reduced