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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	RAM RWC Asset Management London, United Kingdom	$15.7M	+$3.23M	1	1%	Increased
102	Janus Henderson Group London,	$15.2M	+$5.01M	2	0.13%	Increased
103	MTC McDaniel Terry & Co Austin, Texas	$15.1M	-$71.4K	1	3.39%	Reduced
104	GAMCO Investors Greenwich, Connecticut	$14.8M	-$211K	1	0.1%	Reduced
105	PFM Parsec Financial Management Asheville, North Carolina	$14.5M	-$705K	1	1.39%	Reduced
106	Welch & Forbes Boston, Massachusetts	$14.3M	-$376K	1	0.44%	Reduced
107	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$14.3M	-$18.2M	1	0.06%	Reduced
108	Truist Financial Charlotte, North Carolina	$14.1M	+$13.3M	2	0.3%	Increased
109	CIM Calvert Investment Management Bethesda, Maryland	$14M	-$9.86M	1	0.56%	Reduced
110	US Bancorp Minneapolis, Minnesota	$14M	-$321K	2	0.05%	Reduced
111	Creative Planning Overland Park, Kansas	$13.6M	+$804	3	0.1%	Increased
112	Rockefeller Financial Services New York	$13.5M	+$271K	2	0.27%	Increased
113	DnB Asset Management Oslo, Norway	$13.3M	+$676K	2	0.28%	Increased
114	BlackRock Japan Tokyo, Japan	$13.3M	+$214K	1	0.05%	Increased
115	EARNEST Partners Atlanta, Georgia	$13.2M	-$270K	1	0.14%	Reduced
116	M&T Bank Buffalo, New York	$12.6M	-$977K	1	0.09%	Reduced
117	Gotham Asset Management New York	$12.6M	+$823K	2	0.15%	Increased
118	Personal Capital Advisors Redwood City, California	$12.5M	+$1.19M	1	0.48%	Increased
119	LSV Asset Management Chicago, Illinois	$12.5M	+$1.1M	1	0.03%	Increased
120	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.5M	-$64.7K	3	0.02%	Reduced
121	Adams Diversified Equity Fund Baltimore, Maryland	$12.2M	$0	1	0.82%	Maintained
122	RIM Rainier Investment Management Seattle, Washington	$12M	+$11.5M	1	0.58%	New
123	Meag Munich Ergo Munich, Germany	$11.9M	$0	1	1.08%	Maintained
124	Royal Bank of Canada Toronto, Ontario, Canada	$11.6M	-$367K	3	0.01%	Reduced
125	Granahan Investment Management Waltham, Massachusetts	$11.4M	+$516K	1	0.42%	Increased