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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	CIBC World Markets New York	$1.3M	+$439K	1	0.01%	Increased
327	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.3M	$0	1	0.03%	Maintained
328	TAM Tyers Asset Management Austin, Texas	$1.3M	+$21.5K	2	0.05%	Increased
329	CCM Catawba Capital Management Roanoke, Virginia	$1.29M	-$3.95K	1	0.28%	Reduced
330	DSC Duncker Streett & Co St. Louis, Missouri	$1.29M	+$34.8K	1	0.4%	Increased
331	VIA Virtus Investment Advisers Hartford, Connecticut	$1.28M	-$462K	1	0.11%	Reduced
332	AMI Amica Mutual Insurance Providence, Rhode Island	$1.28M	$0	1	0.12%	Maintained
333	Kornitzer Capital Management Shawnee Mission, Kansas	$1.27M	-$16.1K	1	0.02%	Reduced
334	Meiji Yasuda Life Insurance Tokyo, Japan	$1.27M	$0	1	0.2%	Maintained
335	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.26M	-$71.1K	1	0.06%	Reduced
336	Douglass Winthrop Advisors New York	$1.26M	-$15.7K	1	0.08%	Reduced
337	BA Boston Advisors Boston, Massachusetts	$1.26M	$0	1	0.03%	Maintained
338	Swiss Life Asset Management Zurich,	$1.25M	+$1.23M	1	0.03%	New
339	SAM Securian Asset Management St Paul, Minnesota	$1.25M	+$829	1	0.03%	Increased
340	CPA Court Place Advisors Ellicott City, Maryland	$1.23M	$0	1	0.61%	Maintained
341	Nippon Life Insurance Tokyo, Japan	$1.23M	-$178K	1	0.02%	Reduced
342	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.22M	$0	1	0.03%	Maintained
343	Cullen/Frost Bankers San Antonio, Texas	$1.22M	-$81.4K	1	0.04%	Reduced
344	EP Elkfork Partners Portland, Oregon	$1.22M	+$12.9K	1	0.04%	Increased
345	First National Bank of Omaha Omaha, Nebraska	$1.21M	$0	1	0.07%	Maintained
346	Natixis Advisors Boston, Massachusetts	$1.2M	+$116K	1	0.01%	Increased
347	Cubist Systematic Strategies Stamford, Connecticut	$1.19M	+$454K	2	0.08%	Increased
348	OppenheimerFunds New York	$1.19M	+$90.8K	2	0%	Increased
349	CIBC Asset Management Toronto, Ontario, Canada	$1.18M	-$1.08K	1	0.01%	Reduced
350	Choate Investment Advisors Boston, Massachusetts	$1.17M	-$21.7K	1	0.07%	Reduced