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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	RhumbLine Advisers Boston, Massachusetts	$25.8M	-$137K	3	0.08%	Reduced
102	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$25.7M	-$4.71M	2	0.3%	Reduced
103	Brown Advisory Baltimore, Maryland	$25.5M	-$187K	1	0.08%	Reduced
104	Commerce Bank Kansas City, Missouri	$23.8M	+$165K	1	0.39%	Increased
105	Munder Capital Management Birmingham, Michigan	$23.6M	+$1.67M	1	0.17%	Increased
106	Citadel Advisors Miami, Florida	$23.4M	-$31.1M	3	0.03%	Reduced
107	UBS Zurich, Switzerland	$23.3M	-$868K	3	0.02%	Reduced
108	EA Euclid Advisors Hartford, Connecticut	$23.1M	-$4.28M	1	0.16%	Reduced
109	SAM Scopus Asset Management New York	$22.7M	+$21.6M	1	0.52%	New
110	Loomis, Sayles & Company Boston, Massachusetts	$22.7M	-$381K	1	0.06%	Reduced
111	OAM Origin Asset Management London, United Kingdom	$22.3M	-$600K	1	1.44%	Reduced
112	Welch & Forbes Boston, Massachusetts	$21.9M	+$45.4K	1	0.69%	Increased
113	RCM Rutabaga Capital Management Boston, Massachusetts	$21.8M	-$3.1M	1	2.07%	Reduced
114	ACM Atlanta Capital Management Atlanta, Georgia	$21.3M	-$1.06M	1	0.15%	Reduced
115	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21M	+$16.8K	1	3.93%	Increased
116	PFM Parsec Financial Management Asheville, North Carolina	$20.4M	-$48K	1	2.23%	Reduced
117	MTB Mizuho Trust & Banking Tokyo, Japan	$20M	-$1.79M	1	0.07%	Reduced
118	QS Batterymarch Financial Management New York	$19.4M	-$3.63M	2	0.49%	Reduced
119	Granahan Investment Management Waltham, Massachusetts	$19.3M	-$430K	1	0.56%	Reduced
120	NFA Nationwide Fund Advisors Columbus, Ohio	$19.1M	+$7.47M	3	0.08%	Increased
121	AIM Allen Investment Management New York	$18.8M	+$8.53M	1	1.97%	Increased
122	KCM Kames Capital Management Edinburgh, United Kingdom	$18.6M	$0	1	0.59%	Maintained
123	Creative Planning Overland Park, Kansas	$17.8M	+$13K	2	0.23%	Increased
124	CIM Calvert Investment Management Bethesda, Maryland	$17.8M	+$1.08M	1	1.19%	Increased
125	VAM Visium Asset Management New York	$17.5M	+$296K	1	0.27%	Increased