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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
426	LCG Lisanti Capital Growth New York	$8.08M	+$7.01M	1	2.04%	New
427	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.99M	+$612K	1	0.31%	Increased
428	PCMH Polymer Capital Management (HK) Hong Kong	$7.97M	+$6.92M	1	0.69%	New
429	CIBC Asset Management Toronto, Ontario, Canada	$7.89M	+$236K	4	0.02%	Increased
430	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$7.74M	$0	1	0.31%	Maintained
431	Czech National Bank Prague, Czech Republic	$7.66M	+$122K	1	0.05%	Increased
432	EI EAM Investors Solana Beach, California	$7.64M	+$6.63M	1	0.88%	New
433	LCM Legato Capital Management San Francisco, California	$7.63M	+$2.88M	1	0.69%	Increased
434	Fjarde Ap-fonden Stockholm, Sweden	$7.61M	+$4.34M	1	0.04%	Increased
435	BCC Bridge City Capital Lake Oswego, Oregon	$7.51M	-$1.47M	1	2.08%	Reduced
436	Park Avenue Securities New York	$7.51M	+$441K	4	0.06%	Increased
437	WCM Wisconsin Capital Management Madison, Wisconsin	$7.49M	+$1.99M	1	4.11%	Increased
438	SC SMA Capital New York	$7.48M	+$827K	1	3.23%	Increased
439	OCM Osterweis Capital Management San Francisco, California	$7.42M	-$10.4M	1	0.38%	Reduced
440	PC Pier Capital Stamford, Connecticut	$7.41M	-$4.43M	2	1.22%	Reduced
441	Ameritas Investment Partners Lincoln, Nebraska	$7.19M	-$41.4K	5	0.22%	Reduced
442	KeyBank National Association Cleveland, Ohio	$7.19M	+$51.3K	2	0.03%	Increased
443	Evergreen Capital Management Bellevue, Washington	$7.15M	+$6.16M	4	0.15%	Increased
444	BWP Baldwin Wealth Partners Marion, Massachusetts	$7.09M	-$559K	1	0.52%	Reduced
445	GP Geneva Partners Lake Geneva, Wisconsin	$6.99M	+$6.08M	1	3.36%	New
446	B. Metzler seel. Sohn & Co Frankfurt, Germany	$6.98M	-$1.48M	2	0.06%	Reduced
447	Regions Financial Corp Birmingham, Alabama	$6.98M	+$376K	3	0.05%	Increased
448	Allstate Corporation Northbrook, Illinois	$6.85M	+$4.73M	4	0.07%	Increased
449	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$6.78M	+$2.04M	1	0.05%	Increased
450	Sanctuary Advisors Indianapolis, Indiana	$6.71M	-$177K	3	0.04%	Reduced