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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	D.E. Shaw & Co New York	$5.55M	-$4.79M	4	0%	Reduced
377	Brinker Capital Investments Berwyn, Pennsylvania	$5.54M	+$425K	3	0.06%	Increased
378	Orion Portfolio Solutions Omaha, Nebraska	$5.54M	+$425K	3	0.06%	Increased
379	AC Albar Capital London, United Kingdom	$5.52M	+$5.01M	1	0.94%	New
380	Xponance Philadelphia, Pennsylvania	$5.51M	+$401K	4	0.06%	Increased
381	OCM Olstein Capital Management Purchase, New York	$5.49M	$0	1	0.9%	Maintained
382	TC TwinBeech Capital Purchase, New York	$5.38M	+$4.56M	1	0.11%	Increased
383	Ameritas Investment Partners Lincoln, Nebraska	$5.34M	-$225K	4	0.18%	Reduced
384	Wealth Enhancement Advisory Services Plymouth, Minnesota	$5.29M	-$173K	3	0.01%	Reduced
385	QRG Capital Management Chicago, Illinois	$5.24M	+$107K	2	0.07%	Increased
386	Jump Financial Chicago, Illinois	$5.22M	-$3.3M	3	0.14%	Reduced
387	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.21M	-$32.2K	1	0.03%	Reduced
388	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$5.19M	-$1.34M	2	0.22%	Reduced
389	CIC Cincinnati Indemnity Company Fairfield, Ohio	$5.14M	$0	1	12.19%	Maintained
390	IFM Investors Melbourne, Australia	$5.03M	-$117K	1	0.05%	Reduced
391	Zacks Investment Management Chicago, Illinois	$5M	+$1.43M	2	0.05%	Increased
392	Utah Retirement Systems Salt Lake City, Utah	$4.96M	$0	2	0.06%	Maintained
393	Maryland State Retirement & Pension System Baltimore, Maryland	$4.82M	-$16.4K	3	0.1%	Reduced
394	Twin Tree Management Dallas, Texas	$4.77M	+$3.88M	1	0.01%	New
395	LAM LECAP Asset Management London, United Kingdom	$4.77M	+$4.33M	1	0.99%	New
396	DSCM Divisadero Street Capital Management Miami, Florida	$4.76M	+$3.87M	1	1.11%	New
397	Needham Investment Management New York	$4.75M	+$2.06M	1	0.44%	Increased
398	United Capital Financial Advisors Irving, Texas	$4.73M	-$774K	1	0.04%	Reduced
399	MCM Mitchell Capital Management Leawood, Kansas	$4.69M	+$4.18M	1	0.9%	New
400	Walleye Capital New York	$4.68M	+$3.03M	2	0.01%	Increased