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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	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.8M	+$116K	1	1.96%	Increased
127	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$10.7M	+$1.68M	2	1.15%	Increased
128	State of Tennessee, Department of Treasury Nashville, Tennessee	$10.4M	+$8.28M	2	0.06%	Increased
129	Bahl & Gaynor Cincinnati, Ohio	$10.2M	-$888K	1	0.14%	Reduced
130	I.G. Investment Management Winnipeg, Manitoba, Canada	$10.1M	$0	1	0.04%	Maintained
131	Chevy Chase Trust Bethesda, Maryland	$9.67M	-$33.2K	1	0.06%	Reduced
132	Panagora Asset Management Boston, Massachusetts	$9.65M	-$5.51M	3	0.05%	Reduced
133	PineBridge Investments New York	$9.64M	-$431K	2	0.38%	Reduced
134	LI LMCG Investments Boston, Massachusetts	$9.1M	-$2.98M	1	0.2%	Reduced
135	Rockefeller Financial Services New York	$8.96M	+$358K	2	0.19%	Increased
136	AIG American International Group New York	$8.85M	-$110K	3	0.04%	Reduced
137	AAC Asset Advisors Corp Augusta, Georgia	$8.84M	+$108K	1	1.97%	Increased
138	GH GAM Holding Zurich, Switzerland	$8.84M	+$1.36M	1	0.13%	Increased
139	State of Wisconsin Investment Board Madison, Wisconsin	$8.64M	-$242K	1	0.03%	Reduced
140	Citigroup New York	$8.34M	+$335K	4	0.01%	Increased
141	HL Financial Services Louisville, Kentucky	$8.24M	+$1.12M	1	0.22%	Increased
142	KB Kimelman & Baird New York	$8.17M	-$221K	1	1.39%	Reduced
143	People's United Financial Bridgeport, Connecticut	$8.17M	-$394K	1	0.43%	Reduced
144	PL Parthenon LLC Louisville, Kentucky	$7.96M	+$118K	1	2.1%	Increased
145	VOYA Investment Management Atlanta, Georgia	$7.77M	-$1.61M	3	0.02%	Reduced
146	Aviva London, United Kingdom	$7.77M	-$366K	1	0.06%	Reduced
147	DnB Asset Management Oslo, Norway	$7.67M	+$6.15M	2	0.17%	Increased
148	Russell Frank Company Seattle, Washington	$7.53M	+$3.97M	3	0.01%	Increased
149	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.45M	-$935K	1	0.09%	Reduced
150	Fidelity Investments Boston, Massachusetts	$7.42M	+$1.18M	2	0%	Increased