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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	Channing Capital Management Chicago, Illinois	$1.22M	+$1.17M	1	0.05%	New
327	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.19M	-$13.3K	2	0.06%	Reduced
328	Jacobs Levy Equity Management Florham Park, New Jersey	$1.19M	+$488K	1	0.02%	Increased
329	SW SVB Wealth Boston, Massachusetts	$1.19M	-$1.02M	1	0.05%	Reduced
330	DL Delta Lloyd Amsterdam, Netherlands	$1.18M	$0	1	0.04%	Maintained
331	Nippon Life Insurance Tokyo, Japan	$1.17M	-$701	1	0.03%	Reduced
332	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.17M	-$34.3K	1	0.15%	Reduced
333	CIM Cambria Investment Management Manhattan Beach, California	$1.16M	-$113K	1	0.54%	Reduced
334	OC Oarsman Capital Milwaukee, Wisconsin	$1.16M	-$63.3K	1	0.6%	Reduced
335	Choate Investment Advisors Boston, Massachusetts	$1.15M	+$528K	1	0.08%	Increased
336	Glenmede Trust Philadelphia, Pennsylvania	$1.14M	+$150K	3	0.01%	Increased
337	DSC Duncker Streett & Co St. Louis, Missouri	$1.13M	+$72.3K	1	0.4%	Increased
338	Cullen/Frost Bankers San Antonio, Texas	$1.13M	-$48.1K	1	0.04%	Reduced
339	Boston Trust Walden Boston, Massachusetts	$1.11M	+$46.7K	1	0.02%	Increased
340	AMI Amica Mutual Insurance Providence, Rhode Island	$1.1M	$0	1	0.11%	Maintained
341	Douglass Winthrop Advisors New York	$1.1M	-$120K	1	0.08%	Reduced
342	CIBC Asset Management Toronto, Ontario, Canada	$1.09M	+$15K	1	0.01%	Increased
343	CPA Court Place Advisors Ellicott City, Maryland	$1.09M	-$4.91K	1	0.63%	Reduced
344	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.09M	+$93.4K	1	0%	Increased
345	BA Boston Advisors Boston, Massachusetts	$1.09M	+$54	1	0.03%	Increased
346	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.05M	$0	1	0.02%	Maintained
347	PFC Phocas Financial Corp Alameda, California	$1.04M	+$100K	1	0.08%	Increased
348	SAM Securian Asset Management St Paul, Minnesota	$1.04M	+$7.65K	1	0.03%	Increased
349	Kornitzer Capital Management Shawnee Mission, Kansas	$1.04M	$0	1	0.02%	Maintained
350	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.01M	+$913K	1	0.05%	Increased