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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	RHJA Rice Hall James & Associates San Diego, California	$2.06M	-$424K	1	0.07%	Reduced
377	Massachusetts Financial Services Boston, Massachusetts	$2.01M	-$28K	1	0%	Reduced
378	FP Foundry Partners Minneapolis, Minnesota	$1.98M	-$9.25K	1	0.08%	Reduced
379	Rathbones Group Liverpool, United Kingdom	$1.97M	+$9.62K	1	0.03%	Increased
380	AIM Aigen Investment Management New York	$1.97M	-$2.28M	4	0.26%	Reduced
381	SAM Securian Asset Management St Paul, Minnesota	$1.97M	-$70.3K	2	0.04%	Reduced
382	AP Advisors Preferred Rockville, Maryland	$1.95M	+$1.88M	1	0.36%	New
383	Nomura Holdings Tokyo, Japan	$1.94M	+$1.22M	1	0%	Increased
384	RT Rockland Trust Hanover, Massachusetts	$1.93M	$0	1	0.15%	Maintained
385	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$1.89M	+$1.78M	1	0.02%	New
386	Cullen/Frost Bankers San Antonio, Texas	$1.86M	-$1.43K	1	0.04%	Reduced
387	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.86M	-$52.7K	2	0.08%	Reduced
388	DC Diametric Capital Boston, Massachusetts	$1.85M	-$3.31M	1	1.48%	Reduced
389	Oppenheimer & Co New York	$1.84M	-$212K	2	0.04%	Reduced
390	Bridgewater Associates Westport, Connecticut	$1.83M	+$446K	1	0.02%	Increased
391	Silvercrest Asset Management New York	$1.82M	-$71.3K	1	0.01%	Reduced
392	Nissay Asset Management Tokyo, Japan	$1.78M	-$18.4K	1	0.03%	Reduced
393	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.76M	+$25.2K	1	0.01%	Increased
394	OF Outfitter Financial Brunswick, Maine	$1.73M	+$1.58M	2	1.67%	New
395	IFM Investors Melbourne, Australia	$1.72M	+$158K	1	0.05%	Increased
396	TC TwinBeech Capital Purchase, New York	$1.7M	+$1.12M	1	0.28%	Increased
397	FL Fort LP Chevy Chase, Maryland	$1.7M	+$350K	1	0.51%	Increased
398	Mission Wealth Management Santa Barbara, California	$1.68M	+$119	1	0.11%	Increased
399	KIC Keating Investment Counselors Delray Beach, Florida	$1.67M	-$14.8K	1	0.83%	Reduced
400	AIA Allied Investment Advisors Billings, Montana	$1.66M	$0	1	0.8%	Maintained