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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
576	Calamos Advisors Naperville, Illinois	$398K	$0	1	0%	Maintained
577	MJP Michael J. Puzo	$398K	-$9.59K	1	0.15%	Reduced
578	MFG MidWestOne Financial Group Iowa City, Iowa	$398K	$0	1	0.12%	Maintained
579	SM Sciencast Management Princeton, New Jersey	$393K	+$159K	1	0.13%	Increased
580	CX Institutional Auburn, Indiana	$392K	+$288	1	0.06%	Increased
581	JC Jacobs & Co San Francisco, California	$388K	-$39.9K	1	0.06%	Reduced
582	Marshall Wace North America New York	$388K	+$409K	1	0%	New
583	Vident Investment Advisory Alpharetta, Georgia	$386K	-$15.3K	1	0.03%	Reduced
584	Tokio Marine Asset Management Tokyo, Japan	$381K	+$36K	1	0.06%	Increased
585	Cresset Asset Management Chicago, Illinois	$379K	+$35.8K	1	0.01%	Increased
586	GAM Gould Asset Management Claremont, California	$378K	$0	1	0.13%	Maintained
587	Oppenheimer Asset Management New York	$377K	-$132K	3	0.01%	Reduced
588	GC Globeflex Capital San Diego, California	$374K	$0	1	0.08%	Maintained
589	S Seeyond Paris, France	$374K	$0	1	0.04%	Maintained
590	FA FDx Advisors Chicago, Illinois	$373K	+$150K	1	0.03%	Increased
591	Martingale Asset Management Boston, Massachusetts	$368K	+$384K	1	0%	New
592	Raymond James Trust St. Petersburg, Florida	$364K	-$197K	1	0.02%	Reduced
593	TCM Tygh Capital Management Portland, Oregon	$360K	-$5.92M	1	0.06%	Reduced
594	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$353K	+$63.9K	1	0.01%	Increased
595	ATC Argent Trust Co Nashville, Tennessee	$351K	-$7.87K	1	0.03%	Reduced
596	North Star Asset Management Neenah, Wisconsin	$351K	$0	1	0.03%	Maintained
597	TCTC Holdings Dallas, Texas	$348K	$0	1	0.02%	Maintained
598	WC Woodstock Corp Boston, Massachusetts	$348K	$0	1	0.06%	Maintained
599	WorldQuant Millennium Advisors New York	$346K	-$843K	1	0.01%	Reduced
600	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$342K	+$38.4K	1	0.06%	Increased