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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	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$18.1M	+$2.04M	1	0.14%	Increased
102	Stifel Financial St. Louis, Missouri	$17.9M	+$1.22M	2	0.07%	Increased
103	MTC McDaniel Terry & Co Austin, Texas	$17.9M	-$54.5K	1	3.47%	Reduced
104	Gabelli Funds Rye, New York	$17.6M	-$2.47M	1	0.1%	Reduced
105	Balyasny Asset Management Chicago, Illinois	$17M	+$248K	1	0.07%	Increased
106	Welch & Forbes Boston, Massachusetts	$16.8M	-$9.85K	1	0.47%	Reduced
107	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$16.7M	+$689K	3	0.02%	Increased
108	Lazard Asset Management New York	$16.2M	-$1.67M	2	0.03%	Reduced
109	Rockefeller Financial Services New York	$15.7M	-$2.47M	2	0.31%	Reduced
110	Creative Planning Overland Park, Kansas	$15.7M	-$70.4K	3	0.08%	Reduced
111	PFM Parsec Financial Management Asheville, North Carolina	$15.3M	-$205K	1	1.22%	Reduced
112	US Bancorp Minneapolis, Minnesota	$15.2M	-$313K	2	0.05%	Reduced
113	RCMC RK Capital Management (Colorado) Denver, Colorado	$14.6M	+$548K	1	2.94%	Increased
114	Daiwa Securities Group Tokyo, Japan	$14M	+$4.32M	1	0.09%	Increased
115	Russell Investments Group London, United Kingdom	$13.9M	-$4.45M	3	0.02%	Reduced
116	Johnson Investment Counsel Cincinnati, Ohio	$13.9M	-$105K	1	0.39%	Reduced
117	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$13.9M	-$1.51M	3	0.08%	Reduced
118	PFC Phocas Financial Corp Alameda, California	$13.5M	+$5.5M	2	1.22%	Increased
119	HSBC Holdings London, United Kingdom	$13.5M	+$1.81M	2	0.02%	Increased
120	SIC Schwartz Investment Counsel Plymouth, Michigan	$13.3M	-$3.63M	1	0.85%	Reduced
121	Credit Agricole Montrouge Cedex, France	$12.7M	-$113K	1	0.04%	Reduced
122	KA KLCM Advisors Milwaukee, Wisconsin	$12.7M	+$56.6K	1	3.47%	Increased
123	APG Asset Management Amsterdam, Netherlands	$12.7M	+$735K	1	0.02%	Increased
124	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.6M	+$1.14M	1	0.08%	Increased
125	Burney Company Reston, Virginia	$12.2M	-$644K	1	0.8%	Reduced