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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	Burney Company Reston, Virginia	$9.64M	-$968K	1	0.71%	Reduced
127	Korea Investment Corp Seoul, South Korea	$9.6M	+$2.21M	1	0.07%	Increased
128	LSV Asset Management Chicago, Illinois	$9.4M	+$4.14M	1	0.02%	Increased
129	RAM RWC Asset Management London, United Kingdom	$9.29M	+$3.38M	1	0.63%	Increased
130	NPPM North Point Portfolio Managers Orange Village, Ohio	$9.28M	-$160K	1	1.79%	Reduced
131	Brandywine Global Investment Management Philadelphia, Pennsylvania	$8.94M	+$1.34M	1	0.06%	Increased
132	GH GAM Holding Zurich, Switzerland	$8.91M	-$1.17M	1	0.14%	Reduced
133	I.G. Investment Management Winnipeg, Manitoba, Canada	$8.84M	$0	1	0.04%	Maintained
134	Bank of Montreal Toronto, Ontario, Canada	$8.79M	+$161K	3	0.01%	Increased
135	Janus Henderson Group London,	$8.76M	+$120K	2	0.07%	Increased
136	Personal Capital Advisors Redwood City, California	$8.48M	+$953K	1	0.46%	Increased
137	Chevy Chase Trust Bethesda, Maryland	$8.35M	-$32.5K	1	0.05%	Reduced
138	ACI AMP Capital Investors Sydney, Australia	$8.28M	+$3.32M	2	0.06%	Increased
139	Fidelity Investments Boston, Massachusetts	$8.24M	+$877K	2	0%	Increased
140	HSBC Holdings London, United Kingdom	$8.23M	-$463K	2	0.02%	Reduced
141	Bahl & Gaynor Cincinnati, Ohio	$8.03M	-$270K	1	0.11%	Reduced
142	BOK Financial Tulsa, Oklahoma	$7.97M	-$45.6M	2	0.29%	Reduced
143	Lazard Asset Management New York	$7.95M	-$198K	2	0.02%	Reduced
144	Kayne Anderson Rudnick Investment Management Los Angeles, California	$7.91M	+$882K	2	0.13%	Increased
145	Panagora Asset Management Boston, Massachusetts	$7.9M	+$199K	2	0.04%	Increased
146	Russell Frank Company Seattle, Washington	$7.77M	+$1.53M	3	0.01%	Increased
147	AAC Asset Advisors Corp Augusta, Georgia	$7.69M	+$777K	1	1.72%	Increased
148	WC Walthausen & Co Malta, New York	$7.68M	-$11.6M	1	0.74%	Reduced
149	CCMH Cornerstone Capital Management Holdings New York	$7.57M	-$9.14M	1	0.06%	Reduced
150	State of Wisconsin Investment Board Madison, Wisconsin	$7.28M	-$67.2K	1	0.03%	Reduced