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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	KIA KCM Investment Advisors Greenbrae, California	$734K	-$83.1K	1	0.05%	Reduced
452	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$732K	-$113K	1	0.14%	Reduced
453	PFM Patton Fund Management Dallas, Texas	$722K	-$2.55M	1	0.44%	Reduced
454	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$716K	-$110K	1	0.03%	Reduced
455	London Company of Virginia Richmond, Virginia	$713K	+$901K	1	0.01%	New
456	IIA ICW Investment Advisors Scottsdale, Arizona	$712K	+$44.2K	1	0.68%	Increased
457	CIM Cambria Investment Management Manhattan Beach, California	$693K	+$958K	1	0.26%	New
458	QI Qtron Investments Boston, Massachusetts	$692K	+$127K	1	0.42%	Increased
459	Trexquant Investment Stamford, Connecticut	$687K	+$478K	1	0.05%	Increased
460	Weiss Asset Management Boston, Massachusetts	$687K	+$868K	1	0.11%	New
461	Bank Julius Baer & Co Zurich, Switzerland	$685K	+$865K	1	0.02%	New
462	Tower Research Capital (TRC) New York	$671K	+$663K	2	0.04%	Increased
463	AIM Allen Investment Management New York	$670K	$0	1	0.02%	Maintained
464	DF Donoghue Forlines Boston, Massachusetts	$670K	-$2.64M	1	0.15%	Reduced
465	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$668K	-$858K	1	0.63%	Reduced
466	PI Pettee Investors Rowayton, Connecticut	$661K	$0	1	0.48%	Maintained
467	WAM World Asset Management Detroit, Michigan	$660K	-$395K	1	0.06%	Reduced
468	AL AJO LP Philadelphia, Pennsylvania	$656K	-$3.75M	2	0.01%	Reduced
469	GCP GSA Capital Partners London, United Kingdom	$649K	-$73.8K	2	0.16%	Reduced
470	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$638K	+$208K	1	0.01%	Increased
471	DIA Dean Investment Associates Beavercreek, Ohio	$622K	+$786K	1	0.13%	New
472	PP Paloma Partners Greenwich, Connecticut	$622K	-$130K	1	0.03%	Reduced
473	Axa Paris, France	$619K	-$587K	1	0%	Reduced
474	OR Olympiad Research Stamford, Connecticut	$617K	+$229K	2	0.62%	Increased
475	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$616K	+$210K	1	0.02%	Increased