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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	SW SVB Wealth Boston, Massachusetts	$1.31M	+$20.6K	1	0.05%	Increased
327	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.26M	-$57.2K	2	0.07%	Reduced
328	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.25M	+$64.4K	1	0.06%	Increased
329	Stratos Wealth Partners Beachwood, Ohio	$1.24M	+$1.18M	1	0.08%	New
330	KBC Group Brussels, Belgium	$1.24M	+$238K	1	0.01%	Increased
331	Boston Trust Walden Boston, Massachusetts	$1.22M	+$5.32K	1	0.02%	Increased
332	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.21M	+$17.3K	1	0.03%	Increased
333	Cullen/Frost Bankers San Antonio, Texas	$1.21M	-$2.31K	1	0.04%	Reduced
334	First National Bank of Omaha Omaha, Nebraska	$1.21M	+$1.26M	1	0.08%	New
335	CCM Catawba Capital Management Roanoke, Virginia	$1.21M	-$62.6K	1	0.28%	Reduced
336	Kornitzer Capital Management Shawnee Mission, Kansas	$1.2M	+$212K	1	0.02%	Increased
337	TAM Tyers Asset Management Austin, Texas	$1.19M	+$1.13M	2	0.05%	New
338	AMI Amica Mutual Insurance Providence, Rhode Island	$1.19M	$0	1	0.11%	Maintained
339	Douglass Winthrop Advisors New York	$1.19M	$0	1	0.08%	Maintained
340	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.19M	+$496K	1	0.05%	Increased
341	Meiji Yasuda Life Insurance Tokyo, Japan	$1.18M	+$315K	1	0.2%	Increased
342	OI Oakbrook Investments Lisle, Illinois	$1.18M	-$179K	1	0.08%	Reduced
343	BA Boston Advisors Boston, Massachusetts	$1.17M	+$116	1	0.03%	Increased
344	DSC Duncker Streett & Co St. Louis, Missouri	$1.17M	-$20.9K	1	0.39%	Reduced
345	SAM Securian Asset Management St Paul, Minnesota	$1.16M	+$26.4K	1	0.03%	Increased
346	Acadian Asset Management Boston, Massachusetts	$1.16M	+$108K	1	0.01%	Increased
347	Virtu KCG Holdings New York	$1.15M	+$630K	2	0.03%	Increased
348	CPA Court Place Advisors Ellicott City, Maryland	$1.15M	+$7.22K	1	0.6%	Increased
349	CIM Cambria Investment Management Manhattan Beach, California	$1.14M	-$13.4K	1	0.48%	Reduced
350	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.14M	$0	1	0.03%	Maintained