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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	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.63M	+$1.18K	1	0.57%	Increased
377	Silvercrest Asset Management New York	$1.63M	-$18.2K	1	0.01%	Reduced
378	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.6M	-$200K	1	0.02%	Reduced
379	Cullen/Frost Bankers San Antonio, Texas	$1.6M	+$321	1	0.04%	Increased
380	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.57M	-$143K	2	0.07%	Reduced
381	Meiji Yasuda Life Insurance Tokyo, Japan	$1.57M	-$209K	1	0.03%	Reduced
382	BAM Blueshift Asset Management Red Bank, New Jersey	$1.54M	+$1.63M	1	0.21%	New
383	Nissay Asset Management Tokyo, Japan	$1.54M	+$37.4K	1	0.03%	Increased
384	Bridgeway Capital Management Houston, Texas	$1.53M	$0	1	0.04%	Maintained
385	HA Heartland Advisors Milwaukee, Wisconsin	$1.52M	+$1.61M	1	0.13%	New
386	B BP London, United Kingdom	$1.51M	-$118K	1	0.04%	Reduced
387	TCM Tributary Capital Management Omaha, Nebraska	$1.51M	-$107K	1	0.13%	Reduced
388	AIA Allied Investment Advisors Billings, Montana	$1.5M	$0	1	0.81%	Maintained
389	Sumitomo Life Insurance Tokyo, Japan	$1.49M	-$78.2K	1	0.07%	Reduced
390	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.49M	-$92.1K	1	0.01%	Reduced
391	Brookfield Corp Toronto, Ontario, Canada	$1.48M	+$1.46M	1	0.01%	New
392	Kennedy Capital Management St Louis, Missouri	$1.47M	-$795K	1	0.04%	Reduced
393	Illinois Municipal Retirement Fund Oak Brook, Illinois	$1.46M	+$385K	2	0.19%	Increased
394	Douglass Winthrop Advisors New York	$1.45M	-$102K	1	0.05%	Reduced
395	Mission Wealth Management Santa Barbara, California	$1.45M	$0	1	0.11%	Maintained
396	KIC Keating Investment Counselors Delray Beach, Florida	$1.44M	-$80.3K	1	0.76%	Reduced
397	SEC Seven Eight Capital New York	$1.43M	+$1.46M	2	0.31%	New
398	CIBC Asset Management Toronto, Ontario, Canada	$1.4M	+$26K	1	0.01%	Increased
399	KCM Kanawha Capital Management Richmond, Virginia	$1.37M	-$22.7K	1	0.16%	Reduced
400	Stratos Wealth Partners Beachwood, Ohio	$1.36M	-$1.49M	1	0.04%	Reduced