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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	SIM Sentry Investment Management Stevens Point, Wisconsin	$866K	-$39.1K	1	0.04%	Reduced
377	Trexquant Investment Stamford, Connecticut	$860K	+$501K	1	0.11%	Increased
378	TCM Tributary Capital Management Omaha, Nebraska	$851K	-$174K	1	0.08%	Reduced
379	DI Diligent Investors Redlands, California	$837K	-$39.5K	1	0.64%	Reduced
380	Gateway Investment Advisers Cincinnati, Ohio	$831K	-$83.4K	1	0.01%	Reduced
381	Commonwealth Equity Services Waltham, Massachusetts	$820K	+$56.5K	1	0.01%	Increased
382	Mackenzie Financial Toronto Ontario, Ontario, Canada	$813K	+$791K	1	0%	New
383	Laurion Capital Management New York	$812K	-$221K	1	0.01%	Reduced
384	Norinchukin Bank Tokyo, Japan	$812K	+$53.7K	1	0.02%	Increased
385	Congress Asset Management Boston, Massachusetts	$811K	+$200K	1	0.02%	Increased
386	Kentucky Retirement Systems Frankfort, Kentucky	$801K	-$103K	1	0.06%	Reduced
387	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$800K	$0	2	0.04%	Maintained
388	Natixis Paris, France	$797K	-$14.2M	1	0.01%	Reduced
389	FIM Fruth Investment Management Houston, Texas	$781K	-$39.5K	1	0.36%	Reduced
390	Panagora Asset Management Boston, Massachusetts	$764K	-$128K	1	0%	Reduced
391	Stonehage Fleming Financial Services St. Helier, Jersey	$764K	$0	1	0.05%	Maintained
392	RWA Ropes Wealth Advisors Boston, Massachusetts	$742K	-$13.2K	1	0.21%	Reduced
393	WBC Westpac Banking Corp Sydney, Australia	$734K	$0	1	0.01%	Maintained
394	Gofen & Glossberg Chicago, Illinois	$723K	$0	1	0.03%	Maintained
395	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$721K	$0	1	0.09%	Maintained
396	Sumitomo Life Insurance Tokyo, Japan	$705K	+$692K	1	0.1%	New
397	FQ First Quadrant Glendale, California	$699K	-$368K	1	0.01%	Reduced
398	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$699K	-$159K	1	0.03%	Reduced
399	Cambridge Investment Research Advisors Fairfield, Iowa	$690K	+$49.3K	1	0.01%	Increased
400	BWM BerganKDV Wealth Management Bloomington, Minnesota	$677K	+$14.5K	1	0.2%	Increased