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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$16.9M	-$3.95M	1	1.11%	Reduced
102	UBS Group Zurich, Switzerland	$16.9M	+$2.65M	4	0.01%	Increased
103	Welch & Forbes Boston, Massachusetts	$16.9M	-$64.8K	1	0.48%	Reduced
104	Balyasny Asset Management Chicago, Illinois	$16.8M	+$15.4M	1	0.08%	Increased
105	Nuveen Charlotte, North Carolina	$16.7M	+$2.27M	1	0.1%	Increased
106	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$16.1M	+$15.8M	1	0.16%	New
107	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$15.8M	+$1.88M	3	0.02%	Increased
108	Creative Planning Overland Park, Kansas	$15.8M	+$15.1K	3	0.09%	Increased
109	PFM Parsec Financial Management Asheville, North Carolina	$15.6M	-$317K	1	1.3%	Reduced
110	US Bancorp Minneapolis, Minnesota	$15.5M	-$159K	2	0.05%	Reduced
111	Gabelli Funds Rye, New York	$15.5M	+$1.13M	2	0.09%	Increased
112	D.E. Shaw & Co New York	$15.2M	+$1.17M	2	0.03%	Increased
113	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$15.1M	+$1.25M	3	0.08%	Increased
114	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$14.8M	+$14.6M	1	1.05%	New
115	AC Ascend Capital Orinda, California	$14.7M	-$16.1M	1	0.67%	Reduced
116	Janus Henderson Investors US Denver, Colorado	$14.6M	-$16.9M	2	0.01%	Reduced
117	Truist Financial Charlotte, North Carolina	$14.5M	-$649K	2	0.29%	Reduced
118	Loomis, Sayles & Company Boston, Massachusetts	$14.4M	+$320K	1	0.04%	Increased
119	Segall Bryant & Hamill Chicago, Illinois	$14.4M	+$874K	1	0.35%	Increased
120	Lazard Asset Management New York	$14.3M	-$1.61M	2	0.03%	Reduced
121	Johnson Investment Counsel Cincinnati, Ohio	$14.1M	-$1.41M	1	0.41%	Reduced
122	Bank of Montreal Toronto, Ontario, Canada	$14M	-$9M	3	0.01%	Reduced
123	Stifel Financial St. Louis, Missouri	$13.7M	+$1.45M	2	0.05%	Increased
124	RCMC RK Capital Management (Colorado) Denver, Colorado	$13.5M	+$13.1M	1	2.61%	New
125	Burney Company Reston, Virginia	$13.1M	+$632K	1	0.86%	Increased