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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
376	Castleark Management Chicago, Illinois	$13.6M	+$3.1M	2	0.37%	Increased
377	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$13.5M	-$324K	1	2.13%	Reduced
378	HCA Harbor Capital Advisors Chicago, Illinois	$13.5M	-$1.43M	3	0.92%	Reduced
379	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$13.2M	+$1.12M	1	0.04%	Increased
380	Ethic Inc New York	$13.1M	+$599K	4	0.16%	Increased
381	Engineers Gate Manager New York	$12.9M	+$11M	3	0.17%	Increased
382	&Partners Nashville, Tennessee	$12.7M	-$79.1K	4	0.05%	Reduced
383	Summit Partners Public Asset Management Boston, Massachusetts	$12.7M	-$14.6M	1	0.22%	Reduced
384	UBV United Bank (Virginia) Vienna, Virginia	$12.5M	-$481K	1	1.47%	Reduced
385	LI Leeward Investments Boston, Massachusetts	$12.5M	+$111K	1	0.57%	Increased
386	INTECH Investment Management West Palm Beach, Florida	$12.5M	-$7.67M	5	0.11%	Reduced
387	ROC Running Oak Capital Edina, Minnesota	$12.4M	-$9.94M	1	2.11%	Reduced
388	Korea Investment Corp Seoul, South Korea	$12.4M	-$953K	1	0.02%	Reduced
389	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$12.3M	-$5.82M	1	0.43%	Reduced
390	Sit Investment Associates Minneapolis, Minnesota	$12.2M	+$7.02M	1	0.23%	Increased
391	Focus Financial Network Minneapolis, Minnesota	$12.2M	-$262K	1	0.38%	Reduced
392	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.1M	+$113K	3	0.18%	Increased
393	LPU Lansdowne Partners (UK) London, United Kingdom	$12.1M	+$11.1M	1	0.5%	New
394	AAP Ardsley Advisory Partners Stamford, Connecticut	$12M	-$12.2M	1	1.25%	Reduced
395	Pallas Capital Advisors Braintree, Massachusetts	$11.8M	-$1.02M	3	0.36%	Reduced
396	Kornitzer Capital Management Shawnee Mission, Kansas	$11.8M	+$3.68M	3	0.25%	Increased
397	Fideuram Asset Management (Ireland) Dublin 1,	$11.7M	+$6.51M	2	0.22%	Increased
398	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$11.4M	+$406K	2	0.85%	Increased
399	Pacer Advisors Malvern, Pennsylvania	$11.4M	-$1.68M	3	0.03%	Reduced
400	Horizon Investments Charlotte, North Carolina	$11.4M	-$838K	2	0.13%	Reduced