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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	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$9.59M	+$1.53M	2	0.44%	Increased
352	VanEck Associates New York	$9.53M	+$2.24M	2	0.01%	Increased
353	Holocene Advisors New York	$9.49M	-$153M	1	0.02%	Reduced
354	ASR Vermogensbeheer Utrecht, Netherlands	$9.4M	-$71.6K	1	0.11%	Reduced
355	TD Asset Management Toronto, Ontario, Canada	$9.39M	+$45K	1	0.01%	Increased
356	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$9.39M	-$6.45M	2	0.01%	Reduced
357	CCS Concentric Capital Strategies Stamford, Connecticut	$9.38M	-$7.39M	2	0.45%	Reduced
358	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.35M	+$577K	1	0.68%	Increased
359	Crossmark Global Holdings Houston, Texas	$9.3M	+$6.67M	3	0.13%	Increased
360	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.21M	+$658K	2	0.04%	Increased
361	Geneos Wealth Management Englewood, Colorado	$9.19M	-$65.4K	3	0.22%	Reduced
362	Vanguard Personalized Indexing Management Oakland, California	$9.1M	+$548K	4	0.09%	Increased
363	&Partners Nashville, Tennessee	$9.08M	+$825K	4	0.05%	Increased
364	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9M	+$10.9M	1	0.2%	New
365	NI Nepsis Inc Minneapolis, Minnesota	$8.98M	+$2.29M	1	2.77%	Increased
366	Kornitzer Capital Management Shawnee Mission, Kansas	$8.96M	-$21.9K	2	0.19%	Reduced
367	IEQ Capital Foster City, California	$8.91M	+$3.32M	2	0.03%	Increased
368	Ethic Inc New York	$8.81M	-$740K	3	0.14%	Reduced
369	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$8.74M	-$981K	1	1.42%	Reduced
370	OFI Invest Asset Management Paris, France	$8.68M	+$9.51M	1	0.12%	New
371	AT Avalon Trust Santa Fe, New Mexico	$8.64M	-$10.1K	1	0.56%	Reduced
372	Lansforsakringar Fondforvaltning Stockholm, Sweden	$8.64M	+$325K	1	0.04%	Increased
373	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$8.63M	-$403K	1	0.46%	Reduced
374	Waverly Advisors Birmingham, Alabama	$8.53M	-$145K	2	0.07%	Reduced
375	Axiom Investors Greenwich, Connecticut	$8.51M	-$11.2M	1	0.07%	Reduced