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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	$25.8M	-$594K	1	1.51%	Reduced
102	Point72 Asset Management Stamford, Connecticut	$25.6M	+$11.3M	3	0.13%	Increased
103	BOK Financial Tulsa, Oklahoma	$24.7M	+$4.63M	3	0.56%	Increased
104	MTC McDaniel Terry & Co Austin, Texas	$24.5M	-$333K	1	3.66%	Reduced
105	NIMC NWQ Investment Management Company Los Angeles, California	$24.4M	+$2.19M	1	0.61%	Increased
106	State of Tennessee, Department of Treasury Nashville, Tennessee	$24.3M	+$2.86M	3	0.11%	Increased
107	SC Sasco Capital Fairfield, Connecticut	$23.9M	-$7.3M	1	3.28%	Reduced
108	Creative Planning Overland Park, Kansas	$23.8M	+$360K	2	0.07%	Increased
109	Primecap Management Pasadena, California	$23.6M	-$9.3K	1	0.02%	Reduced
110	Assenagon Asset Management Senningerberg, Luxembourg	$23M	+$6.91M	1	0.14%	Increased
111	IP Interval Partners New York	$22.2M	-$1.96M	2	0.79%	Reduced
112	Teacher Retirement System of Texas Austin, Texas	$22M	+$10.2M	1	0.17%	Increased
113	ACM Atlanta Capital Management Atlanta, Georgia	$22M	+$81.9K	1	0.09%	Increased
114	Comerica Bank Dallas, Texas	$21.7M	-$708K	4	0.16%	Reduced
115	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21.7M	-$764K	4	0.02%	Reduced
116	Canada Life Winnipeg, Manitoba, Canada	$21.3M	+$3.15M	3	0.05%	Increased
117	Envestnet Asset Management Chicago, Illinois	$21.1M	+$2.79M	4	0.02%	Increased
118	Public Employees Retirement Association of Colorado Denver, Colorado	$21M	-$74.3K	4	0.12%	Reduced
119	Citigroup New York	$20.8M	+$1.53M	4	0.02%	Increased
120	Welch & Forbes Boston, Massachusetts	$20.5M	-$126K	1	0.46%	Reduced
121	Vaughan Nelson Investment Management Houston, Texas	$19.1M	+$9.07M	1	0.24%	Increased
122	Retirement Systems of Alabama Montgomery, Alabama	$18.8M	+$247K	2	0.08%	Increased
123	KBC Group Brussels, Belgium	$18.4M	-$6.04M	3	0.12%	Reduced
124	CM CS McKee Pittsburgh, Pennsylvania	$17.7M	-$2.12M	1	1.62%	Reduced
125	HSBC Holdings London, United Kingdom	$17.6M	+$283K	4	0.03%	Increased