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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	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.97M	$0	1	0.34%	Maintained
327	Bank of Nova Scotia Toronto, Ontario, Canada	$1.94M	-$23.8M	1	0.01%	Reduced
328	ZCM Zebra Capital Management Stamford, Connecticut	$1.92M	+$702K	2	0.69%	Increased
329	SAM Security Asset Management New York	$1.88M	+$1.94M	1	1.4%	New
330	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.88M	-$125K	1	1.41%	Reduced
331	BNP Paribas Asset Management Paris, France	$1.86M	+$966K	1	0.02%	Increased
332	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.84M	-$873K	2	0.01%	Reduced
333	Suntrust Banks Atlanta, Georgia	$1.81M	+$166K	1	0.01%	Increased
334	ClearBridge Investments New York	$1.78M	-$828K	1	0%	Reduced
335	B BP London, United Kingdom	$1.77M	$0	1	0.06%	Maintained
336	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.76M	-$103K	1	1.54%	Reduced
337	TCM Tributary Capital Management Omaha, Nebraska	$1.75M	+$112K	1	0.15%	Increased
338	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.74M	$0	1	0.57%	Maintained
339	Rathbones Group Liverpool, United Kingdom	$1.71M	-$20.3K	1	0.07%	Reduced
340	DA Denali Advisors San Diego, California	$1.7M	-$304K	1	0.27%	Reduced
341	SW SVB Wealth Boston, Massachusetts	$1.69M	$0	1	0.06%	Maintained
342	Glenmede Trust Philadelphia, Pennsylvania	$1.66M	$0	2	0.01%	Maintained
343	Winton Group London, United Kingdom	$1.64M	-$3.13M	3	0.05%	Reduced
344	TIAA FSB Jacksonville, Florida	$1.63M	-$2.94M	1	0.01%	Reduced
345	Sumitomo Life Insurance Tokyo, Japan	$1.63M	-$74.2K	1	0.22%	Reduced
346	People's United Financial Bridgeport, Connecticut	$1.63M	+$92.9K	1	0.05%	Increased
347	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.62M	+$21.9K	2	0.07%	Increased
348	Baird Financial Group Milwaukee, Wisconsin	$1.61M	-$3.46M	2	0.01%	Reduced
349	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.6M	+$3.36K	1	0.02%	Increased
350	Douglass Winthrop Advisors New York	$1.59M	+$53.4K	1	0.08%	Increased