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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	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$8.71M	-$756K	1	0.86%	Reduced
327	Mariner Overland Park, Kansas	$8.68M	+$550K	4	0.01%	Increased
328	Hudson Bay Capital Management Stamford, Connecticut	$8.66M	+$9.39M	3	0.03%	New
329	Lansforsakringar Fondforvaltning Stockholm, Sweden	$8.62M	+$8.99M	1	0.05%	New
330	CIBC Private Wealth Group Atlanta, Georgia	$8.61M	+$1.27M	4	0.02%	Increased
331	Quantinno Capital Management New York	$8.58M	+$294K	3	0.08%	Increased
332	Eisler Capital Management London, United Kingdom	$8.53M	+$9.18M	1	0.04%	New
333	ECM Engle Capital Management Greenwich, Connecticut	$8.52M	-$812K	1	2.55%	Reduced
334	Castleark Management Chicago, Illinois	$8.41M	+$773K	1	0.29%	Increased
335	BPIM Brant Point Investment Management New York	$8.29M	-$5.44M	2	1.03%	Reduced
336	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.28M	+$7.47M	1	0.03%	Increased
337	Stratos Wealth Partners Beachwood, Ohio	$8.2M	-$54.7K	2	0.12%	Reduced
338	HCA Harbor Capital Advisors Chicago, Illinois	$8.16M	+$26.7K	2	0.36%	Increased
339	Aptus Capital Advisors Fairhope, Alabama	$8.09M	+$1.51M	2	0.08%	Increased
340	EGI EAM Global Investors Solana Beach, California	$8.05M	-$752K	2	1.44%	Reduced
341	O'Shaughnessy Asset Management Stamford, Connecticut	$8M	+$286K	4	0.07%	Increased
342	TPCM Two Point Capital Management Pittsford, New York	$7.97M	+$9.97K	1	2.85%	Increased
343	LCG Lisanti Capital Growth New York	$7.87M	+$2.09M	2	1.89%	Increased
344	Polar Capital Holdings London, United Kingdom	$7.84M	-$15M	1	0.04%	Reduced
345	GF Greenhouse Funds Baltimore, Maryland	$7.73M	+$43.3K	1	0.32%	Increased
346	SA Situational Awareness San Francisco, California	$7.69M	+$8.54M	1	3.02%	New
347	Great Lakes Advisors Chicago, Illinois	$7.56M	-$5.21M	1	0.06%	Reduced
348	Fifth Third Bancorp Cincinnati, Ohio	$7.56M	-$239K	4	0.03%	Reduced
349	Erste Asset Management Vienna, Austria	$7.5M	-$1.51M	1	0.09%	Reduced
350	EI EAM Investors Solana Beach, California	$7.41M	-$2.79M	2	1.05%	Reduced