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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
401	GHCM Glen Harbor Capital Management San Diego, California	$1.51M	+$415K	3	0.03%	Increased
402	Cullen/Frost Bankers San Antonio, Texas	$1.5M	-$18.6K	1	0.05%	Reduced
403	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.49M	-$12.4K	2	0.12%	Reduced
404	SAM Shell Asset Management The Hague, Netherlands	$1.49M	-$73.4K	2	0.03%	Reduced
405	Gateway Investment Advisers Cincinnati, Ohio	$1.47M	-$8.63K	2	0.01%	Reduced
406	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.47M	-$681K	1	0%	Reduced
407	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.45M	-$101K	1	0.02%	Reduced
408	RCM Riverhead Capital Management Wilmington, Delaware	$1.44M	+$457K	3	0.05%	Increased
409	Jacobs Levy Equity Management Florham Park, New Jersey	$1.43M	+$34.9K	1	0.02%	Increased
410	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.43M	+$127K	1	0.28%	Increased
411	Crossmark Global Holdings Houston, Texas	$1.42M	-$14.5K	2	0.04%	Reduced
412	BBL Beck Bode LLC Dedham, Massachusetts	$1.41M	+$1.35M	1	0.63%	New
413	B BP London, United Kingdom	$1.4M	-$1.2M	1	0.05%	Reduced
414	ECM Everence Capital Management Goshen, Indiana	$1.4M	+$150K	2	0.23%	Increased
415	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.4M	+$582K	1	0.07%	Increased
416	Atria Investments Charlotte, North Carolina	$1.39M	-$3.08M	1	0.05%	Reduced
417	Pacer Advisors Malvern, Pennsylvania	$1.39M	+$5.08K	1	0.03%	Increased
418	RT Rockland Trust Hanover, Massachusetts	$1.38M	$0	1	0.14%	Maintained
419	BA Boston Advisors Boston, Massachusetts	$1.36M	-$4.7K	1	0.07%	Reduced
420	Dai-ichi Life Insurance Company Tokyo, Japan	$1.34M	$0	1	0.03%	Maintained
421	ACM AlphaCrest Capital Management New York	$1.32M	+$355K	1	0.11%	Increased
422	KCM Kanawha Capital Management Richmond, Virginia	$1.32M	-$26.9K	1	0.18%	Reduced
423	Geneos Wealth Management Englewood, Colorado	$1.31M	+$229K	2	0.08%	Increased
424	IndexIQ Advisors New York	$1.31M	+$546K	1	0.04%	Increased
425	BNP Paribas Asset Management Paris, France	$1.28M	-$531K	1	0.01%	Reduced