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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	Balyasny Asset Management Chicago, Illinois	$16.2M	+$15.3M	1	0.18%	New
127	ICM Ionic Capital Management New York	$16.1M	+$15.2M	1	0.57%	New
128	First Trust Advisors Wheaton, Illinois	$16.1M	+$2.56M	2	0.07%	Increased
129	BCM Basswood Capital Management New York	$16M	-$3.09M	1	0.83%	Reduced
130	Creative Planning Overland Park, Kansas	$16M	-$2.44M	1	0.24%	Reduced
131	Gabelli Funds Rye, New York	$15.8M	+$138K	1	0.08%	Increased
132	SG Americas Securities New York	$15.7M	+$5.42M	1	0.07%	Increased
133	BlackRock Japan Tokyo, Japan	$15.5M	-$3.48M	1	0.07%	Reduced
134	VAM Visium Asset Management New York	$15.5M	+$14.6M	1	0.25%	New
135	Canada Life Winnipeg, Manitoba, Canada	$15.4M	-$2.59M	3	0.05%	Reduced
136	Barclays London, United Kingdom	$15.2M	-$7.21M	3	0.02%	Reduced
137	Swiss National Bank Zurich, Switzerland	$15.1M	-$3.78M	3	0.06%	Reduced
138	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$15M	+$13.3M	1	0.04%	Increased
139	CIM Calvert Investment Management Bethesda, Maryland	$14.9M	-$2.95M	1	1.06%	Reduced
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.7M	-$1.44M	1	0.04%	Reduced
141	MTC McDaniel Terry & Co Austin, Texas	$14.6M	-$2.68M	1	3.72%	Reduced
142	Adams Diversified Equity Fund Baltimore, Maryland	$14.4M	+$13.6M	1	1.02%	New
143	Citigroup New York	$14.3M	-$5.5M	3	0.01%	Reduced
144	Lazard Asset Management New York	$14.2M	-$68.5M	2	0.03%	Reduced
145	Teachers Advisors New York	$14.1M	-$4.41M	3	0.03%	Reduced
146	PineBridge Investments New York	$14M	-$5.17M	2	0.46%	Reduced
147	SIC Schwartz Investment Counsel Plymouth, Michigan	$13.6M	-$4.04M	1	1.01%	Reduced
148	Greenleaf Trust Kalamazoo, Michigan	$12.8M	-$2.29M	1	0.41%	Reduced
149	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.6M	-$2.35M	1	2.66%	Reduced
150	British Columbia Investment Management Victoria, British Columbia, Canada	$12.3M	-$6.22M	1	0.1%	Reduced