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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	Swiss National Bank Zurich, Switzerland	$14.3M	-$485K	3	0.05%	Reduced
127	BlackRock Japan Tokyo, Japan	$14.3M	+$631K	1	0.06%	Increased
128	Adams Diversified Equity Fund Baltimore, Maryland	$14.1M	$0	1	0.93%	Maintained
129	Barclays London, United Kingdom	$14.1M	+$4.5M	3	0.01%	Increased
130	Gabelli Funds Rye, New York	$13.5M	+$721K	1	0.07%	Increased
131	British Columbia Investment Management Victoria, British Columbia, Canada	$13.3M	-$1.15M	1	0.11%	Reduced
132	SIC Schwartz Investment Counsel Plymouth, Michigan	$13.3M	$0	1	0.95%	Maintained
133	Canada Life Winnipeg, Manitoba, Canada	$13.2M	-$2.2M	3	0.04%	Reduced
134	HSBC Holdings London, United Kingdom	$13.2M	+$2.07M	1	0.03%	Increased
135	LI LMCG Investments Boston, Massachusetts	$12.9M	+$1.41M	1	0.29%	Increased
136	Citigroup New York	$12.6M	-$2.22M	3	0.01%	Reduced
137	Greenleaf Trust Kalamazoo, Michigan	$12.5M	+$85.8K	1	0.41%	Increased
138	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.3M	-$87.5K	1	2.46%	Reduced
139	Hancock Whitney Gulfport, Mississippi	$12.2M	+$327K	1	0.46%	Increased
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$12M	+$9.87M	2	0.07%	Increased
141	Allianz Asset Management Munich, Germany	$12M	-$726K	1	0.01%	Reduced
142	GH GAM Holding Zurich, Switzerland	$11.8M	+$2.32M	1	0.17%	Increased
143	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.7M	+$3.87M	3	0.09%	Increased
144	Capital Fund Management (CFM) Paris, France	$11.6M	+$12.6M	1	0.13%	New
145	Renaissance Technologies New York	$11.3M	+$3.91M	2	0.03%	Increased
146	TCW Group Los Angeles, California	$11.2M	-$169K	1	0.05%	Reduced
147	VOYA Investment Management Atlanta, Georgia	$11.1M	-$349K	3	0.03%	Reduced
148	ZA Zweig Advisers Hartford, Connecticut	$11.1M	$0	1	1.6%	Maintained
149	Chevy Chase Trust Bethesda, Maryland	$11.1M	+$679K	1	0.07%	Increased
150	1832 Asset Management Toronto, Ontario, Canada	$10.9M	+$3.46M	1	0.04%	Increased