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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	MTC McDaniel Terry & Co Austin, Texas	$17.7M	-$174K	1	3.26%	Reduced
102	UBS Group Zurich, Switzerland	$17.6M	-$16.1M	5	0.01%	Reduced
103	ACM Atlanta Capital Management Atlanta, Georgia	$17.6M	-$4.17M	1	0.09%	Reduced
104	SC Sasco Capital Fairfield, Connecticut	$17.2M	+$1.97M	1	3.37%	Increased
105	Creative Planning Overland Park, Kansas	$17M	-$438K	2	0.06%	Reduced
106	Federated Hermes Pittsburgh, Pennsylvania	$17M	-$1.05M	3	0.05%	Reduced
107	BNP Paribas Financial Markets Paris, France	$16.4M	+$16.5M	4	0.03%	Increased
108	AssetMark Inc Concord, California	$16.4M	-$32.4M	2	0.14%	Reduced
109	Primecap Management Pasadena, California	$15.4M	-$282K	1	0.02%	Reduced
110	SAM Scopus Asset Management New York	$15.3M	-$28.7M	1	1.31%	Reduced
111	Swiss Life Asset Management Zurich,	$14.8M	+$15.9M	1	0.28%	Increased
112	Amundi Asset Management US Boston, Massachusetts	$14.8M	-$5.41M	2	0.03%	Reduced
113	Canada Life Winnipeg, Manitoba, Canada	$14.8M	-$1.97M	3	0.04%	Reduced
114	Macquarie Group Sydney, NSW 2000, Australia	$14.6M	-$7.01M	3	0.03%	Reduced
115	PFM Parsec Financial Management Asheville, North Carolina	$14.5M	-$5.41M	1	1.09%	Reduced
116	Envestnet Asset Management Chicago, Illinois	$14.3M	-$1.47M	4	0.02%	Reduced
117	Vaughan Nelson Investment Management Houston, Texas	$14.2M	+$2.14M	1	0.24%	Increased
118	Public Employees Retirement Association of Colorado Denver, Colorado	$14.1M	+$48.8K	4	0.1%	Increased
119	Welch & Forbes Boston, Massachusetts	$14.1M	-$1.1M	1	0.39%	Reduced
120	Panagora Asset Management Boston, Massachusetts	$13.8M	-$19M	3	0.1%	Reduced
121	Gotham Asset Management New York	$13.7M	+$4.11M	2	0.38%	Increased
122	Robeco Schweiz Zurich, Switzerland	$13.5M	+$16.8M	1	0.58%	New
123	NIMC NWQ Investment Management Company Los Angeles, California	$13.4M	-$3.64M	1	0.54%	Reduced
124	Natixis Advisors Boston, Massachusetts	$13.3M	+$3.01M	2	0.11%	Increased
125	Retirement Systems of Alabama Montgomery, Alabama	$12.9M	+$1.48K	2	0.07%	Increased