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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	Balyasny Asset Management Chicago, Illinois	$1.47M	-$16.9M	2	0.01%	Reduced
327	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.47M	$0	2	0.01%	Maintained
328	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.47M	-$24.2K	1	0.15%	Reduced
329	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.45M	+$13.6K	2	0.07%	Increased
330	Jefferies Group New York	$1.45M	-$799K	2	0.01%	Reduced
331	KCM Kanawha Capital Management Richmond, Virginia	$1.45M	-$154K	1	0.22%	Reduced
332	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.44M	+$42K	1	0.03%	Increased
333	Cambridge Investment Research Advisors Fairfield, Iowa	$1.43M	+$627K	1	0.02%	Increased
334	Douglass Winthrop Advisors New York	$1.43M	$0	1	0.08%	Maintained
335	BA Boston Advisors Boston, Massachusetts	$1.43M	+$69	1	0.03%	Increased
336	SAM Securian Asset Management St Paul, Minnesota	$1.43M	-$7.29K	1	0.04%	Reduced
337	Channing Capital Management Chicago, Illinois	$1.41M	-$180K	1	0.05%	Reduced
338	CCM Catawba Capital Management Roanoke, Virginia	$1.4M	-$43K	1	0.32%	Reduced
339	Verition Fund Management Greenwich, Connecticut	$1.4M	+$1.32M	2	0.11%	New
340	Truist Financial Charlotte, North Carolina	$1.4M	-$1.45M	2	0.03%	Reduced
341	Swiss Life Asset Management Zurich,	$1.39M	-$80.5K	1	0.04%	Reduced
342	Cullen/Frost Bankers San Antonio, Texas	$1.38M	-$7.37K	1	0.05%	Reduced
343	OppenheimerFunds New York	$1.38M	+$30.9K	2	0%	Increased
344	CPA Court Place Advisors Ellicott City, Maryland	$1.37M	-$17.1K	1	0.61%	Reduced
345	IndexIQ Advisors New York	$1.37M	+$541K	1	0.06%	Increased
346	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.37M	+$2.29K	1	0.02%	Increased
347	CIBC Asset Management Toronto, Ontario, Canada	$1.36M	+$18.8K	1	0.01%	Increased
348	WP WealthPLAN Partners Omaha, Nebraska	$1.36M	+$86K	1	0.38%	Increased
349	BSPF British Steel Pension Fund London, United Kingdom	$1.35M	-$316K	1	0.16%	Reduced
350	Nippon Life Insurance Tokyo, Japan	$1.35M	+$2.5K	1	0.03%	Increased