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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	HIC Harvey Investment Company Louisville, Kentucky	$846K	$0	1	0.18%	Maintained
377	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$844K	+$14.7K	1	0.03%	Increased
378	Verition Fund Management Greenwich, Connecticut	$832K	-$52.6K	1	0.11%	Reduced
379	ACS Archford Capital Strategies Swansea, Illinois	$829K	+$2.96K	1	0.44%	Increased
380	LOAMU Lombard Odier Asset Management (USA) New York	$829K	+$798K	1	0.1%	New
381	DC Deere & Company Moline, Illinois	$817K	-$130K	2	0.04%	Reduced
382	Gateway Investment Advisers Cincinnati, Ohio	$813K	-$7.44K	1	0.01%	Reduced
383	Livforsakringsbolaget Skandia Stockholm, Sweden	$807K	$0	1	0.04%	Maintained
384	Cubist Systematic Strategies Stamford, Connecticut	$792K	+$280K	2	0.05%	Increased
385	Meiji Yasuda Life Insurance Tokyo, Japan	$790K	-$160K	1	0.13%	Reduced
386	DI Diligent Investors Redlands, California	$788K	+$10.1K	1	0.75%	Increased
387	Mackenzie Financial Toronto Ontario, Ontario, Canada	$787K	+$15.1K	1	0%	Increased
388	SCM Salem Capital Management Woburn, Massachusetts	$782K	+$35K	1	0.45%	Increased
389	Hillsdale Investment Management Toronto, Ontario, Canada	$770K	+$835K	2	0.23%	New
390	Coldstream Capital Management Bellevue, Washington	$744K	+$443K	1	0.13%	Increased
391	FIM Fruth Investment Management Houston, Texas	$743K	$0	1	0.35%	Maintained
392	Barings Charlotte, North Carolina	$726K	$0	1	0.02%	Maintained
393	SIM Sentry Investment Management Stevens Point, Wisconsin	$721K	$0	1	0.03%	Maintained
394	Capital Fund Management (CFM) Paris, France	$714K	+$687K	1	0.01%	New
395	AIM Alambic Investment Management Belvedere, California	$713K	+$633K	1	0.18%	Increased
396	Fiera Capital (Canada) Montreal, Quebec, Canada	$702K	+$691K	1	0%	New
397	Nuveen Charlotte, North Carolina	$699K	-$17.6K	1	0%	Reduced
398	RCM Riverhead Capital Management Wilmington, Delaware	$698K	-$3.7M	2	0.02%	Reduced
399	Employees Retirement System of Texas Austin, Texas	$693K	-$66.7K	1	0.01%	Reduced
400	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$686K	+$32.3K	1	0.03%	Increased