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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	AMI Amica Mutual Insurance Providence, Rhode Island	$1.43M	$0	1	0.12%	Maintained
377	Two Sigma Investments New York	$1.42M	+$814K	1	0.01%	Increased
378	SAM Securian Asset Management St Paul, Minnesota	$1.38M	+$17.2K	1	0.06%	Increased
379	Aristotle Capital Management Los Angeles, California	$1.38M	-$91.1K	1	0.03%	Reduced
380	LPL Financial San Diego, California	$1.36M	+$93.7K	1	0.01%	Increased
381	TIAA CREF Trust St Louis, Missouri	$1.36M	-$164K	1	0.03%	Reduced
382	Cullen/Frost Bankers San Antonio, Texas	$1.35M	+$25.7K	1	0.07%	Increased
383	RT Rockland Trust Hanover, Massachusetts	$1.35M	+$1.33K	1	0.36%	Increased
384	CCM Cai Capital Management New York	$1.34M	+$1.28M	1	0.86%	New
385	SAMNY Samsung Asset Management (New York) New York	$1.34M	-$189K	1	1.57%	Reduced
386	MVP Missouri Valley Partners St. Louis, Missouri	$1.33M	-$412K	1	0.5%	Reduced
387	Tokio Marine Asset Management Tokyo, Japan	$1.33M	$0	1	0.08%	Maintained
388	TI Turner Investments Berwyn, Pennsylvania	$1.32M	-$2.54M	1	0.02%	Reduced
389	CB Chemical Bank Detroit, Michigan	$1.31M	+$285K	1	0.25%	Increased
390	Fulton Bank Lancaster, Pennsylvania	$1.31M	+$6.4K	1	0.15%	Increased
391	DSC Duncker Streett & Co St. Louis, Missouri	$1.3M	+$35.5K	1	0.53%	Increased
392	PP PDT Partners New York	$1.29M	+$106K	2	0.04%	Increased
393	Synovus Financial Columbus, Georgia	$1.28M	+$15.1K	2	0.04%	Increased
394	Jacobs Levy Equity Management Florham Park, New Jersey	$1.27M	+$699K	1	0.02%	Increased
395	Kentucky Retirement Systems Frankfort, Kentucky	$1.27M	+$1.22M	1	0.1%	New
396	CAM Cypress Asset Management Houston, Texas	$1.24M	-$77.3K	1	0.23%	Reduced
397	Kornitzer Capital Management Shawnee Mission, Kansas	$1.22M	-$2.13K	1	0.01%	Reduced
398	EI EAM Investors Solana Beach, California	$1.22M	-$147K	1	0.24%	Reduced
399	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.21M	$0	1	0.2%	Maintained
400	MM Midas Management New York	$1.21M	$0	1	0.78%	Maintained