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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
351	IRF IBM Retirement Fund Armonk, New York	$1.13M	-$3.87K	1	0.05%	Reduced
352	EP Elkfork Partners Portland, Oregon	$1.12M	+$1.06M	1	0.04%	New
353	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.11M	+$57.8K	2	0.01%	Increased
354	Choate Investment Advisors Boston, Massachusetts	$1.11M	-$37.6K	1	0.07%	Reduced
355	CIBC Asset Management Toronto, Ontario, Canada	$1.1M	+$10.5K	1	0.01%	Increased
356	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.07M	+$1.02M	1	0.44%	New
357	Balyasny Asset Management Chicago, Illinois	$1.07M	-$739K	1	0.01%	Reduced
358	Capstone Investment Advisors New York	$1.07M	+$1.02M	1	0.03%	New
359	Jones Financial Companies Des Peres, Missouri	$1.06M	-$39K	1	0%	Reduced
360	RT Rockland Trust Hanover, Massachusetts	$1.05M	$0	1	0.17%	Maintained
361	Dai-ichi Life Insurance Company Tokyo, Japan	$1.03M	+$985K	1	0.03%	New
362	PCM Penn Capital Management Philadelphia, Pennsylvania	$1.03M	-$7.78K	1	0.06%	Reduced
363	OppenheimerFunds New York	$1.02M	+$275K	2	0%	Increased
364	Evercore Wealth Management New York	$1.02M	+$51.3K	1	0.04%	Increased
365	FQ First Quadrant Glendale, California	$1.02M	-$102K	2	0.02%	Reduced
366	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.01M	-$1.23M	1	0.65%	Reduced
367	MM Midas Management New York	$1.01M	$0	1	0.48%	Maintained
368	Natixis Advisors Boston, Massachusetts	$1.01M	+$24.6K	1	0.01%	Increased
369	KCM Kempner Capital Management Galveston, Texas	$1M	-$1.14M	1	0.73%	Reduced
370	OLA Oliver Luxxe Assets Gladstone, New Jersey	$999K	+$109K	1	0.69%	Increased
371	DCM Dupont Capital Management Wilmington, Delaware	$983K	+$939K	1	0.02%	New
372	Laurion Capital Management New York	$967K	+$629K	1	0.01%	Increased
373	KFA Kays Financial Advisory Atlanta, Georgia	$960K	+$115K	1	0.37%	Increased
374	TCM Tributary Capital Management Omaha, Nebraska	$959K	-$71.5K	1	0.11%	Reduced
375	ZCM Zebra Capital Management Stamford, Connecticut	$954K	+$152K	1	0.29%	Increased