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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	ARC Absolute Return Capital Boston, Massachusetts	$12.6M	-$3.25M	1	0.81%	Reduced
102	Welch & Forbes Boston, Massachusetts	$12.5M	-$414K	1	0.42%	Reduced
103	AQR Capital Management Greenwich, Connecticut	$12.1M	+$200K	3	0.02%	Increased
104	Renaissance Technologies New York	$11.6M	+$2.5M	2	0.03%	Increased
105	EARNEST Partners Atlanta, Georgia	$11.6M	-$556K	1	0.11%	Reduced
106	MTC McDaniel Terry & Co Austin, Texas	$11.5M	+$397K	1	3.21%	Increased
107	RCM Rutabaga Capital Management Boston, Massachusetts	$11.4M	-$173K	1	1.41%	Reduced
108	Creative Planning Overland Park, Kansas	$11.2M	+$6.08K	2	0.1%	Increased
109	TAM Tiverton Asset Management Wilimington, Delaware	$11.1M	+$6.45M	1	0.25%	Increased
110	Granahan Investment Management Waltham, Massachusetts	$11M	-$190K	1	0.34%	Reduced
111	M&T Bank Buffalo, New York	$11M	-$235K	1	0.07%	Reduced
112	BlackRock Japan Tokyo, Japan	$10.9M	+$50.7K	1	0.04%	Increased
113	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$10.1M	+$55.9K	3	0.01%	Increased
114	Adams Diversified Equity Fund Baltimore, Maryland	$10.1M	$0	1	0.73%	Maintained
115	Stifel Financial St. Louis, Missouri	$9.91M	+$185K	2	0.06%	Increased
116	Rockefeller Financial Services New York	$9.87M	+$2.53M	2	0.2%	Increased
117	Burney Company Reston, Virginia	$9.73M	-$49.9K	1	0.75%	Reduced
118	GH GAM Holding Zurich, Switzerland	$9.37M	+$2.38M	1	0.16%	Increased
119	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$8.91M	+$200K	2	1.03%	Increased
120	NPPM North Point Portfolio Managers Orange Village, Ohio	$8.8M	+$29.7K	1	1.75%	Increased
121	KA KLCM Advisors Milwaukee, Wisconsin	$8.79M	-$1.9M	1	3.11%	Reduced
122	Gabelli Funds Rye, New York	$8.7M	-$112K	1	0.05%	Reduced
123	Candriam SCA Strassen, Luxembourg, Luxembourg	$8.7M	-$495K	1	0.21%	Reduced
124	PineBridge Investments New York	$8.61M	+$821K	2	0.37%	Increased
125	I.G. Investment Management Winnipeg, Manitoba, Canada	$8.24M	$0	1	0.03%	Maintained