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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
101	WC Walthausen & Co Malta, New York	$28.4M	-$1.83M	2	2.1%	Reduced
102	Principal Financial Group Des Moines, Iowa	$27.6M	+$316K	3	0.05%	Increased
103	Brown Advisory Baltimore, Maryland	$27.5M	+$55.7K	1	0.09%	Increased
104	OAM Origin Asset Management London, United Kingdom	$26.6M	-$485K	1	1.78%	Reduced
105	State of Tennessee, Department of Treasury Nashville, Tennessee	$26.5M	-$1.64M	2	0.15%	Reduced
106	UBS Zurich, Switzerland	$25.8M	-$751K	3	0.02%	Reduced
107	Rothschild & Co Asset Management US Stamford, Connecticut	$24.7M	-$62.1K	1	0.55%	Reduced
108	Commerce Bank Kansas City, Missouri	$24.4M	+$4.32M	1	0.42%	Increased
109	AQR Capital Management Greenwich, Connecticut	$24.2M	+$6.25M	3	0.07%	Increased
110	GAMCO Investors Greenwich, Connecticut	$23.9M	-$535K	1	0.13%	Reduced
111	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$23.7M	+$895K	1	1.37%	Increased
112	Russell Frank Company Seattle, Washington	$23.6M	+$12.5M	3	0.04%	Increased
113	MTB Mizuho Trust & Banking Tokyo, Japan	$23.5M	+$125K	1	0.09%	Increased
114	Welch & Forbes Boston, Massachusetts	$23.4M	+$217K	1	0.74%	Increased
115	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$23.2M	-$246K	1	4.25%	Reduced
116	EA Euclid Advisors Hartford, Connecticut	$22.9M	-$530K	1	0.19%	Reduced
117	QS Batterymarch Financial Management New York	$22.7M	-$1.4M	1	0.48%	Reduced
118	Barclays London, United Kingdom	$22.3M	+$669K	3	0.02%	Increased
119	Robeco Institutional Asset Management Rotterdam, Netherlands	$22.2M	+$5.28M	1	0.18%	Increased
120	Mawer Investment Management Calgary, Alberta, Canada	$21.9M	+$952K	1	0.32%	Increased
121	KCM Kames Capital Management Edinburgh, United Kingdom	$21.8M	-$2.35M	1	0.72%	Reduced
122	ACM Atlanta Capital Management Atlanta, Georgia	$21.7M	-$786K	1	0.14%	Reduced
123	PFM Parsec Financial Management Asheville, North Carolina	$21.3M	-$424K	1	2.5%	Reduced
124	Dana Investment Advisors Waukesha, Wisconsin	$20.3M	+$383K	1	1.3%	Increased
125	RCM Rutabaga Capital Management Boston, Massachusetts	$19.9M	+$961K	1	1.92%	Increased