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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	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$20.8M	+$19.8M	1	1.51%	New
102	DCCA D.C. Capital Advisors New York	$20.2M	+$16.7M	1	10.82%	Increased
103	HSBC Holdings London, United Kingdom	$20.1M	-$8.58M	2	0.03%	Reduced
104	Creative Planning Overland Park, Kansas	$20.1M	+$99K	2	0.09%	Increased
105	Gabelli Funds Rye, New York	$19.8M	-$1.34M	1	0.11%	Reduced
106	PFM Parsec Financial Management Asheville, North Carolina	$19.1M	+$105K	1	1.3%	Increased
107	Comerica Bank Dallas, Texas	$19M	+$2.57M	3	0.13%	Increased
108	US Bancorp Minneapolis, Minnesota	$18.1M	-$160K	2	0.06%	Reduced
109	Balyasny Asset Management Chicago, Illinois	$18M	+$15.5M	2	0.06%	Increased
110	Amundi Asset Management US Boston, Massachusetts	$17.7M	+$16.8M	1	0.03%	New
111	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.6M	+$87.2K	3	0.02%	Increased
112	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$17.2M	+$401K	1	0.09%	Increased
113	Point72 Asset Management Stamford, Connecticut	$16.6M	-$26.8M	1	0.07%	Reduced
114	Personal Capital Advisors Redwood City, California	$16.4M	-$850K	1	0.28%	Reduced
115	Renaissance Technologies New York	$16.3M	-$6.71M	3	0.02%	Reduced
116	Johnson Investment Counsel Cincinnati, Ohio	$15.9M	-$1.42M	1	0.4%	Reduced
117	USAA United Services Automobile Association San Antonio, Texas	$15.9M	+$448K	2	0.04%	Increased
118	Burney Company Reston, Virginia	$15.4M	+$517K	1	0.87%	Increased
119	Segall Bryant & Hamill Chicago, Illinois	$15.1M	+$2.09M	1	0.33%	Increased
120	Allianz Asset Management Munich, Germany	$15M	+$8.29M	2	0.01%	Increased
121	Zurich Cantonal Bank Zurich, Switzerland	$14.8M	+$1.02M	3	0.13%	Increased
122	APG Asset Management Amsterdam, Netherlands	$14.6M	$0	1	0.03%	Maintained
123	AAC Asset Advisors Corp Augusta, Georgia	$14.2M	+$110K	1	2.32%	Increased
124	Chevy Chase Trust Bethesda, Maryland	$14.2M	-$77.7K	1	0.06%	Reduced
125	Nuveen Charlotte, North Carolina	$14.1M	+$11M	1	0.09%	Increased