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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
126	Fifth Third Bancorp Cincinnati, Ohio	$19.7M	+$5.09M	1	0.19%	Increased
127	Citigroup New York	$19.7M	-$2.72M	3	0.02%	Reduced
128	Gotham Asset Management New York	$19.6M	+$3.94M	3	0.47%	Increased
129	PineBridge Investments New York	$19.1M	+$4.66M	2	0.57%	Increased
130	KG Killen Group Berwyn, Pennsylvania	$19.1M	-$600K	2	1.09%	Reduced
131	BCM Basswood Capital Management New York	$18.9M	$0	1	1.04%	Maintained
132	Swiss National Bank Zurich, Switzerland	$18.8M	-$392K	3	0.07%	Reduced
133	BlackRock Japan Tokyo, Japan	$18.8M	-$947K	1	0.08%	Reduced
134	Jennison Associates New York	$18.8M	-$2.26M	1	0.02%	Reduced
135	Northern Trust Company of Connecticut Stamford, Connecticut	$18.6M	-$14.5M	2	0.12%	Reduced
136	Teachers Advisors New York	$18.5M	+$1.88M	3	0.04%	Increased
137	British Columbia Investment Management Victoria, British Columbia, Canada	$18.5M	-$944K	1	0.15%	Reduced
138	Creative Planning Overland Park, Kansas	$18.2M	+$2.06M	2	0.31%	Increased
139	Canada Life Winnipeg, Manitoba, Canada	$17.9M	-$1.09M	3	0.06%	Reduced
140	CIM Calvert Investment Management Bethesda, Maryland	$17.7M	+$12.3M	1	1.29%	Increased
141	SIC Schwartz Investment Counsel Plymouth, Michigan	$17.5M	$0	1	1.31%	Maintained
142	CCMH Cornerstone Capital Management Holdings New York	$17.2M	+$712K	2	0.2%	Increased
143	MTC McDaniel Terry & Co Austin, Texas	$17.1M	+$144K	1	4.33%	Increased
144	Munder Capital Management Birmingham, Michigan	$16.6M	+$383K	1	0.12%	Increased
145	Granahan Investment Management Waltham, Massachusetts	$16.4M	+$970K	1	0.42%	Increased
146	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.9M	+$2.55M	1	0.05%	Increased
147	Greenleaf Trust Kalamazoo, Michigan	$14.9M	-$57.9K	1	0.51%	Reduced
148	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.8M	+$100K	1	3.15%	Increased
149	VOYA Investment Management Atlanta, Georgia	$14.1M	-$80.1K	3	0.03%	Reduced
150	USAA United Services Automobile Association San Antonio, Texas	$13.9M	-$777K	2	0.06%	Reduced