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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	PFM Parsec Financial Management Asheville, North Carolina	$23.5M	-$627K	1	1.46%	Reduced
102	Brown Advisory Baltimore, Maryland	$23.5M	-$5.21M	1	0.07%	Reduced
103	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$23.5M	+$1.94M	1	0.08%	Increased
104	Korea Investment Corp Seoul, South Korea	$23.4M	+$3.93M	1	0.1%	Increased
105	LSV Asset Management Chicago, Illinois	$23.4M	+$164K	1	0.04%	Increased
106	Russell Investments Group London, United Kingdom	$23.2M	-$1.29M	4	0.04%	Reduced
107	Stifel Financial St. Louis, Missouri	$23.2M	+$3.83M	4	0.06%	Increased
108	EARNEST Partners Atlanta, Georgia	$22.8M	+$821K	1	0.21%	Increased
109	ACM Atlanta Capital Management Atlanta, Georgia	$22.5M	-$6.7M	1	0.1%	Reduced
110	GAMCO Investors Greenwich, Connecticut	$22.5M	-$185K	1	0.17%	Reduced
111	OAM Oxford Asset Management Oxford, United Kingdom	$22.3M	+$6.88M	3	0.48%	Increased
112	UBS Group Zurich, Switzerland	$22.1M	-$5.43M	4	0.01%	Reduced
113	MTC McDaniel Terry & Co Austin, Texas	$21.9M	+$114K	1	3.64%	Increased
114	HSBC Holdings London, United Kingdom	$20.7M	+$1.21M	3	0.04%	Increased
115	Creative Planning Overland Park, Kansas	$20.4M	+$302K	2	0.07%	Increased
116	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$20.3M	-$1.55M	4	0.02%	Reduced
117	Westwood Holdings Group Dallas, Texas	$20.2M	-$4.76M	1	0.22%	Reduced
118	Amundi Asset Management US Boston, Massachusetts	$20.1M	-$5.61M	3	0.02%	Reduced
119	CC Carlson Capital Dallas, Texas	$20M	+$15.5M	1	0.3%	Increased
120	Canada Life Winnipeg, Manitoba, Canada	$19.6M	+$6.59M	3	0.04%	Increased
121	Waddell & Reed Financial Overland Park, Kansas	$19.4M	+$20.2M	1	0.05%	New
122	Gotham Asset Management New York	$19.4M	-$2.76M	3	0.31%	Reduced
123	Comerica Bank Dallas, Texas	$18.8M	-$2.62M	4	0.15%	Reduced
124	CM CS McKee Pittsburgh, Pennsylvania	$18.4M	-$1.18M	1	1.63%	Reduced
125	Bank of Montreal Toronto, Ontario, Canada	$18.4M	+$2.7M	4	0.02%	Increased