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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	Munder Capital Management Birmingham, Michigan	$19.5M	+$2.07M	1	0.15%	Increased
102	Bank of Montreal Toronto, Ontario, Canada	$19.4M	-$4.82M	3	0.02%	Reduced
103	OAM Origin Asset Management London, United Kingdom	$19.4M	-$314K	1	1.25%	Reduced
104	Welch & Forbes Boston, Massachusetts	$19.3M	-$50K	1	0.59%	Reduced
105	Millennium Management New York	$19.2M	+$11M	3	0.05%	Increased
106	Teachers Advisors New York	$19M	+$4.86M	3	0.04%	Increased
107	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$18.8M	+$315K	1	3.52%	Increased
108	D.E. Shaw & Co New York	$18.5M	+$16.3M	2	0.02%	Increased
109	PFM Parsec Financial Management Asheville, North Carolina	$18M	-$36.7K	1	1.97%	Reduced
110	Robeco Institutional Asset Management Rotterdam, Netherlands	$17.8M	-$8.28M	1	0.13%	Reduced
111	M&T Bank Buffalo, New York	$17.7M	+$18.5M	2	0.11%	Increased
112	MTB Mizuho Trust & Banking Tokyo, Japan	$16.7M	-$1.1M	1	0.06%	Reduced
113	QS Batterymarch Financial Management New York	$16.5M	-$224K	2	0.44%	Reduced
114	KCM Kames Capital Management Edinburgh, United Kingdom	$16.4M	-$29.3K	1	0.51%	Reduced
115	Lazard Asset Management New York	$16.2M	+$3.3M	2	0.03%	Increased
116	RCM Rutabaga Capital Management Boston, Massachusetts	$16.1M	-$380K	1	1.61%	Reduced
117	First Trust Advisors Wheaton, Illinois	$16.1M	-$11.5M	3	0.06%	Reduced
118	ACM Atlanta Capital Management Atlanta, Georgia	$15.9M	-$362K	1	0.11%	Reduced
119	Fifth Third Bancorp Cincinnati, Ohio	$15.9M	+$2.81M	1	0.14%	Increased
120	Foresters Investment Management New York	$15.8M	-$10.5M	1	0.33%	Reduced
121	Creative Planning Overland Park, Kansas	$15.8M	+$55.8K	2	0.18%	Increased
122	NFA Nationwide Fund Advisors Columbus, Ohio	$15.4M	-$893K	3	0.07%	Reduced
123	Granahan Investment Management Waltham, Massachusetts	$15.4M	+$974K	1	0.47%	Increased
124	MTC McDaniel Terry & Co Austin, Texas	$14.5M	-$108K	1	3.46%	Reduced
125	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$14.5M	-$72.7K	3	0.02%	Reduced