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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	LI LMCG Investments Boston, Massachusetts	$11.8M	-$211K	1	0.25%	Reduced
127	Burney Company Reston, Virginia	$11.3M	+$2.51M	1	0.77%	Increased
128	British Columbia Investment Management Victoria, British Columbia, Canada	$10.8M	+$1.27M	1	0.1%	Increased
129	Bahl & Gaynor Cincinnati, Ohio	$10.8M	-$12.8M	1	0.15%	Reduced
130	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.5M	+$33.5K	1	1.94%	Increased
131	I.G. Investment Management Winnipeg, Manitoba, Canada	$9.96M	+$3M	1	0.04%	Increased
132	PineBridge Investments New York	$9.92M	+$557K	2	0.37%	Increased
133	Chevy Chase Trust Bethesda, Maryland	$9.55M	+$158K	1	0.06%	Increased
134	Commerce Bank Kansas City, Missouri	$9.54M	-$3.63M	1	0.15%	Reduced
135	VOYA Investment Management Atlanta, Georgia	$9.33M	-$64.7K	3	0.02%	Reduced
136	Citadel Advisors Miami, Florida	$9.29M	+$6.36M	3	0.01%	Increased
137	Nuveen Charlotte, North Carolina	$9.17M	-$16.6M	1	0.05%	Reduced
138	Rockefeller Financial Services New York	$9.11M	+$5.94M	2	0.2%	Increased
139	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$8.99M	+$288K	2	0.95%	Increased
140	OCM Olstein Capital Management Purchase, New York	$8.99M	+$713K	1	0.97%	Increased
141	AIG American International Group New York	$8.98M	+$1.58M	3	0.04%	Increased
142	State of Wisconsin Investment Board Madison, Wisconsin	$8.74M	-$247K	1	0.03%	Reduced
143	AAC Asset Advisors Corp Augusta, Georgia	$8.61M	-$558K	1	1.93%	Reduced
144	People's United Financial Bridgeport, Connecticut	$8.42M	+$518K	1	0.43%	Increased
145	KB Kimelman & Baird New York	$8.26M	-$14.7K	1	1.51%	Reduced
146	DekaBank Deutsche Girozentrale Frankfurt, Germany	$8.25M	+$404K	1	0.1%	Increased
147	Citigroup New York	$8.09M	+$736K	3	0.01%	Increased
148	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.02M	-$174K	3	0.06%	Reduced
149	Aviva London, United Kingdom	$8M	-$245K	1	0.05%	Reduced
150	PL Parthenon LLC Louisville, Kentucky	$7.73M	+$605K	1	2.05%	Increased