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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
326	Janus Henderson Group London,	$2.36M	-$10.1K	1	0.02%	Reduced
327	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.33M	-$1.11M	1	0.02%	Reduced
328	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$2.3M	+$392K	1	0.29%	Increased
329	TA Teton Advisors Rye, New York	$2.29M	+$138K	1	0.16%	Increased
330	STRS Ohio Columbus, Ohio	$2.25M	-$176K	3	0.01%	Reduced
331	BT Beacon Trust Morristown, New Jersey	$2.23M	-$573K	1	0.38%	Reduced
332	CC Cannell & Co New York	$2.2M	-$435K	1	0.07%	Reduced
333	KCM Kanawha Capital Management Richmond, Virginia	$2.2M	-$179K	1	0.42%	Reduced
334	BSPF British Steel Pension Fund London, United Kingdom	$2.2M	-$598K	1	0.22%	Reduced
335	OI Oakbrook Investments Lisle, Illinois	$2.19M	+$1.08M	1	0.07%	Increased
336	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.15M	-$434K	1	0.11%	Reduced
337	BNP Paribas Asset Management Paris, France	$2.15M	-$275K	1	0.02%	Reduced
338	PP PDT Partners New York	$2.1M	+$1.34M	3	0.05%	Increased
339	Cullen/Frost Bankers San Antonio, Texas	$2.09M	+$515K	1	0.09%	Increased
340	Brown Brothers Harriman & Co New York	$2.09M	-$2.28M	1	0.01%	Reduced
341	MIU Man Investments (UK) London, United Kingdom	$2.09M	-$392K	1	0.18%	Reduced
342	III Independent Investors Inc Nesconset, New York	$2.07M	-$400K	1	0.99%	Reduced
343	PAM Peninsula Asset Management Bradenton, Florida	$2.02M	-$433K	1	1.65%	Reduced
344	CCM Catawba Capital Management Roanoke, Virginia	$2.01M	-$305K	1	0.48%	Reduced
345	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.01M	+$1.89M	1	0.08%	New
346	BOH Bank of Hawaii Honolulu, Hawaii	$2M	+$331K	1	0.2%	Increased
347	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.98M	-$26.4K	1	0.28%	Reduced
348	Wilmington Trust National Association Wilmington, Delaware	$1.98M	-$198K	1	0.07%	Reduced
349	WAM World Asset Management Detroit, Michigan	$1.93M	-$661K	1	0.06%	Reduced
350	MWR McAdams Wright Ragen Seattle, Washington	$1.92M	+$252K	1	0.12%	Increased