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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	American Century Companies Kansas City, Missouri	$12.9M	+$788K	1	0.01%	Increased
127	Credit Agricole Montrouge Cedex, France	$12.9M	+$497K	1	0.04%	Increased
128	BOK Financial Tulsa, Oklahoma	$12.7M	-$392K	2	0.4%	Reduced
129	British Columbia Investment Management Victoria, British Columbia, Canada	$12.3M	+$4.53M	1	0.1%	Increased
130	RAM RWC Asset Management London, United Kingdom	$12.1M	-$7.89M	1	0.7%	Reduced
131	APG Asset Management Amsterdam, Netherlands	$12M	-$825K	1	0.02%	Reduced
132	M&T Bank Buffalo, New York	$11.9M	-$1.01M	1	0.07%	Reduced
133	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$11.7M	+$96.3K	1	0.08%	Increased
134	HSBC Holdings London, United Kingdom	$11.7M	+$28.7K	2	0.02%	Increased
135	Chevy Chase Trust Bethesda, Maryland	$11.3M	+$333K	1	0.06%	Increased
136	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.1M	-$118K	1	2%	Reduced
137	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.1M	-$1.11M	1	0.06%	Reduced
138	USAA United Services Automobile Association San Antonio, Texas	$11.1M	-$267K	2	0.04%	Reduced
139	AAC Asset Advisors Corp Augusta, Georgia	$10.9M	+$272K	1	1.99%	Increased
140	Arrowstreet Capital Boston, Massachusetts	$10.9M	+$10.8M	3	0.04%	New
141	Royce & Associates New York	$10.6M	+$10.8M	2	0.07%	Increased
142	Fidelity Investments Boston, Massachusetts	$10.6M	-$95.3K	1	0%	Reduced
143	BNP Paribas Financial Markets Paris, France	$10.2M	+$7.97M	3	0.03%	Increased
144	FIM Frontier Investment Management Dallas, Texas	$9.82M	+$474K	1	0.96%	Increased
145	Daiwa Securities Group Tokyo, Japan	$9.77M	+$8.74M	1	0.06%	Increased
146	Aberdeen Asset Management Aberdeen, United Kingdom	$9.71M	+$54.3K	1	0.03%	Increased
147	KA KLCM Advisors Milwaukee, Wisconsin	$9.31M	-$1.99M	1	2.63%	Reduced
148	LM Luminus Management Houston, Texas	$9.13M	-$7.01M	1	0.24%	Reduced
149	Comerica Bank Dallas, Texas	$9.04M	+$39.7K	2	0.07%	Increased
150	SEI Investments Oaks, Pennsylvania	$9.02M	+$1.75M	2	0.04%	Increased