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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
76	WC Walthausen & Co Malta, New York	$18M	+$1.75M	2	1.57%	Increased
77	Principal Financial Group Des Moines, Iowa	$18M	-$128K	2	0.03%	Reduced
78	Swiss National Bank Zurich, Switzerland	$17.9M	+$1.68M	3	0.05%	Increased
79	CIM Calvert Investment Management Bethesda, Maryland	$17.9M	+$7.54M	1	0.89%	Increased
80	New York State Teachers Retirement System (NYSTRS) Albany, New York	$17.6M	-$234K	2	0.05%	Reduced
81	Prudential Financial Newark, New Jersey	$17.2M	-$848K	3	0.03%	Reduced
82	ProShare Advisors Bethesda, Maryland	$16.9M	+$3.64M	1	0.24%	Increased
83	Macquarie Group Sydney, NSW 2000, Australia	$16.9M	+$2.74M	2	0.04%	Increased
84	ACM Atlanta Capital Management Atlanta, Georgia	$16.7M	-$194K	1	0.13%	Reduced
85	Goldman Sachs New York	$15.8M	-$85.1M	3	0.01%	Reduced
86	Brown Advisory Baltimore, Maryland	$15.6M	+$202K	1	0.06%	Increased
87	CCMH Cornerstone Capital Management Holdings New York	$15.4M	+$12.5M	1	0.14%	Increased
88	RhumbLine Advisers Boston, Massachusetts	$15.1M	-$255K	3	0.05%	Reduced
89	SIC Schwartz Investment Counsel Plymouth, Michigan	$14.9M	$0	1	1.16%	Maintained
90	RIM Ranger Investment Management Dallas, Texas	$14.3M	-$410K	1	0.81%	Reduced
91	NFA Nationwide Fund Advisors Columbus, Ohio	$14.1M	-$50.2K	3	0.06%	Reduced
92	GAMCO Investors Greenwich, Connecticut	$13.8M	-$266K	1	0.09%	Reduced
93	PFM Parsec Financial Management Asheville, North Carolina	$13.8M	+$209K	1	1.5%	Increased
94	Winton Group London, United Kingdom	$13.6M	-$7.69M	1	0.11%	Reduced
95	MTB Mizuho Trust & Banking Tokyo, Japan	$13.5M	+$715K	1	0.05%	Increased
96	Greenleaf Trust Kalamazoo, Michigan	$13.4M	+$1.39M	1	0.4%	Increased
97	US Bancorp Minneapolis, Minnesota	$13.4M	-$1.44M	2	0.06%	Reduced
98	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$13.3M	+$38.6K	1	2.65%	Increased
99	State Board of Administration of Florida Retirement System Tallahassee, Florida	$13.2M	+$41.5K	3	0.05%	Increased
100	Teachers Advisors New York	$13.2M	-$162K	3	0.03%	Reduced