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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	ZP Zimmer Partners New York	$10.9M	-$16.7M	1	0.23%	Reduced
327	Daiwa Securities Group Tokyo, Japan	$10.8M	+$3.13M	3	0.04%	Increased
328	Waratah Capital Advisors Toronto, Ontario, Canada	$10.8M	+$9.48M	1	0.19%	New
329	Pallas Capital Advisors Braintree, Massachusetts	$10.7M	+$613	2	0.39%	Increased
330	Mariner Overland Park, Kansas	$10.6M	+$2.19M	4	0.01%	Increased
331	Aptus Capital Advisors Fairhope, Alabama	$10.6M	+$1.2M	2	0.08%	Increased
332	HWM HFR Wealth Management Niskayuna, New York	$10.6M	+$62.6K	1	2.43%	Increased
333	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$10.6M	+$8.88M	2	0.63%	Increased
334	Jefferies Financial Group New York	$10.6M	-$4.6M	2	0.05%	Reduced
335	Pathstone Holdings Englewood, New Jersey	$10.6M	+$662K	4	0.04%	Increased
336	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$10.5M	-$10.3M	2	1.41%	Reduced
337	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.5M	+$4.5M	2	0.04%	Increased
338	QCM Qsemble Capital Management New York	$10.3M	+$8.25M	1	1.01%	Increased
339	QRG Capital Management Chicago, Illinois	$10.3M	-$11.6M	2	0.12%	Reduced
340	EIP Easterly Investment Partners Beverly, Massachusetts	$10.3M	-$6.85M	2	0.7%	Reduced
341	Brandywine Global Investment Management Philadelphia, Pennsylvania	$10.2M	-$16.2K	1	0.07%	Reduced
342	Cresset Asset Management Chicago, Illinois	$10.1M	+$393K	4	0.04%	Increased
343	CAPTRUST Financial Advisors Raleigh, North Carolina	$10M	+$485K	4	0.02%	Increased
344	Asset Management One Tokyo, Japan	$9.96M	+$536K	1	0.03%	Increased
345	1832 Asset Management Toronto, Ontario, Canada	$9.75M	+$6.99M	2	0.01%	Increased
346	B. Metzler seel. Sohn & Co Frankfurt, Germany	$9.51M	+$1.16M	3	0.08%	Increased
347	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$9.49M	+$8.36M	1	0.03%	New
348	Nissay Asset Management Tokyo, Japan	$9.49M	+$620K	1	0.05%	Increased
349	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.41M	+$8.42M	1	0.72%	New
350	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$9.41M	-$16.7M	2	1.47%	Reduced