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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	Wealthfront Advisers Palo Alto, California	$2.01M	+$217K	1	0.01%	Increased
402	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.01M	-$605K	1	0.01%	Reduced
403	ExodusPoint Capital Management New York	$2M	+$310K	2	0.02%	Increased
404	DTL Dynamic Technology Lab Singapore	$1.95M	+$1.36M	2	0.2%	Increased
405	Douglass Winthrop Advisors New York	$1.95M	+$29.5K	1	0.05%	Increased
406	Mirae Asset Global Investments Seoul, South Korea	$1.95M	+$129K	2	0.01%	Increased
407	Zurich Insurance Group Zurich, Switzerland	$1.94M	$0	1	0.02%	Maintained
408	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.93M	+$307K	1	0.03%	Increased
409	CIBC Asset Management Toronto, Ontario, Canada	$1.91M	+$9.29K	1	0.01%	Increased
410	FL Fort LP Chevy Chase, Maryland	$1.91M	-$164K	1	0.55%	Reduced
411	KCM Kanawha Capital Management Richmond, Virginia	$1.91M	-$9.59K	1	0.18%	Reduced
412	Squarepoint New York	$1.9M	-$5.89M	3	0.01%	Reduced
413	Meiji Yasuda Life Insurance Tokyo, Japan	$1.89M	$0	1	0.03%	Maintained
414	MD Financial Management Ottawa, Ontario, Canada	$1.86M	+$1.83M	1	0.05%	New
415	Lazard Asset Management New York	$1.85M	-$909K	2	0%	Reduced
416	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.85M	$0	1	0.32%	Maintained
417	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.81M	+$1.78M	1	0.4%	New
418	Xponance Philadelphia, Pennsylvania	$1.81M	+$320K	2	0.03%	Increased
419	Norinchukin Bank Tokyo, Japan	$1.79M	-$10.6K	1	0.03%	Reduced
420	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.79M	+$362K	1	0.41%	Increased
421	Pacer Advisors Malvern, Pennsylvania	$1.79M	-$312K	2	0.03%	Reduced
422	Holocene Advisors New York	$1.78M	-$32.1M	1	0.01%	Reduced
423	ING Group Amsterdam, Netherlands	$1.78M	+$341K	1	0.03%	Increased
424	LA LexAurum Advisors Overland Park, Kansas	$1.78M	$0	1	0.53%	Maintained
425	UMB Bank Kansas City, Missouri	$1.76M	+$259K	1	0.04%	Increased