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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
451	HIC Harvey Investment Company Louisville, Kentucky	$820K	-$299K	1	0.15%	Reduced
452	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$816K	+$839K	1	0.01%	New
453	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$814K	-$203K	1	0.08%	Reduced
454	LTI Laffer Tengler Investments Nashville, Tennessee	$796K	+$824K	1	0.2%	New
455	NN Investment Partners Holdings The Hague, Netherlands	$784K	-$174K	1	0.01%	Reduced
456	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$783K	-$214K	1	0.01%	Reduced
457	Kornitzer Capital Management Shawnee Mission, Kansas	$782K	-$201K	1	0.01%	Reduced
458	TAM Tyers Asset Management Austin, Texas	$779K	+$147K	3	0.03%	Increased
459	Global X Management Company New York	$768K	+$375K	2	0.01%	Increased
460	Nordea Investment Management Stockholm, Sweden	$748K	-$186K	1	0%	Reduced
461	KMC Kirr Marbach & Co Columbus, Indiana	$745K	+$169K	2	0.16%	Increased
462	EP Edgestream Partners Princeton, New Jersey	$742K	+$776K	1	0.15%	New
463	Meitav Investment House Bene-Beraq, Israel	$741K	-$115K	1	0.03%	Reduced
464	ZCM Zebra Capital Management Stamford, Connecticut	$729K	-$999K	1	0.31%	Reduced
465	MC Menta Capital San Francisco, California	$722K	-$75.1K	1	0.17%	Reduced
466	MUFG Securities EMEA London, United Kingdom	$715K	+$748K	1	0.01%	New
467	DF Dent & Co Baltimore, Maryland	$712K	+$90K	1	0.02%	Increased
468	GHCM Glen Harbor Capital Management San Diego, California	$709K	-$14.6K	3	0.02%	Reduced
469	AIM Allen Investment Management New York	$708K	-$176K	1	0.03%	Reduced
470	JIR James Investment Research Alpha, Ohio	$707K	-$1.52M	1	0.03%	Reduced
471	FIM Fruth Investment Management Houston, Texas	$697K	-$173K	1	0.3%	Reduced
472	Stonehage Fleming Financial Services St. Helier, Jersey	$696K	-$173K	1	0.03%	Reduced
473	RCM Riverhead Capital Management Wilmington, Delaware	$677K	+$188K	3	0.03%	Increased
474	DI Diligent Investors Redlands, California	$672K	-$167K	1	0.41%	Reduced
475	JC Jacobs & Co San Francisco, California	$657K	+$681K	1	0.12%	New