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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	EARNEST Partners Atlanta, Georgia	$22.4M	-$314K	1	0.2%	Reduced
102	KBC Group Brussels, Belgium	$21.5M	-$9.42M	3	0.16%	Reduced
103	MTC McDaniel Terry & Co Austin, Texas	$21.5M	-$315K	1	3.45%	Reduced
104	Comerica Bank Dallas, Texas	$21.2M	+$2.92M	4	0.17%	Increased
105	Korea Investment Corp Seoul, South Korea	$20.8M	-$2.38M	1	0.09%	Reduced
106	IP Interval Partners New York	$20.8M	+$20M	1	0.81%	New
107	Amundi Asset Management US Boston, Massachusetts	$20.5M	+$609K	2	0.03%	Increased
108	Primecap Management Pasadena, California	$20.4M	-$10.6M	1	0.02%	Reduced
109	ACM Atlanta Capital Management Atlanta, Georgia	$20.3M	-$239K	1	0.09%	Reduced
110	Creative Planning Overland Park, Kansas	$20.2M	+$4.53K	2	0.07%	Increased
111	Barclays London, United Kingdom	$19.7M	-$5.23M	4	0.01%	Reduced
112	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$19.4M	+$44K	4	0.02%	Increased
113	NIMC NWQ Investment Management Company Los Angeles, California	$18.9M	+$11.5M	1	0.46%	Increased
114	LSV Asset Management Chicago, Illinois	$18.6M	-$64.8K	1	0.03%	Reduced
115	State of Tennessee, Department of Treasury Nashville, Tennessee	$18.3M	+$2.56M	3	0.09%	Increased
116	Public Employees Retirement Association of Colorado Denver, Colorado	$18.2M	+$2.79M	4	0.11%	Increased
117	BOK Financial Tulsa, Oklahoma	$18.2M	+$2.32M	2	0.44%	Increased
118	Welch & Forbes Boston, Massachusetts	$17.9M	-$53.8K	1	0.43%	Reduced
119	CM CS McKee Pittsburgh, Pennsylvania	$17.2M	-$1.04M	1	1.56%	Reduced
120	GAMCO Investors Greenwich, Connecticut	$17M	-$926K	1	0.14%	Reduced
121	Citigroup New York	$16.7M	-$18.2M	4	0.01%	Reduced
122	Zurich Cantonal Bank Zurich, Switzerland	$16.1M	-$627K	4	0.13%	Reduced
123	Retirement Systems of Alabama Montgomery, Alabama	$16M	+$34.5K	2	0.08%	Increased
124	Envestnet Asset Management Chicago, Illinois	$15.8M	+$966K	4	0.02%	Increased
125	Canada Life Winnipeg, Manitoba, Canada	$15.7M	-$3.76M	1	0.04%	Reduced