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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	M&T Bank Buffalo, New York	$12.8M	+$12.3K	1	0.07%	Increased
127	AAC Asset Advisors Corp Augusta, Georgia	$12.7M	+$185K	1	2.27%	Increased
128	Marshall Wace North America New York	$12.7M	+$903K	2	0.08%	Increased
129	Fidelity Investments Boston, Massachusetts	$12.7M	+$868K	1	0%	Increased
130	British Columbia Investment Management Victoria, British Columbia, Canada	$12.5M	-$1.13M	1	0.1%	Reduced
131	BOK Financial Tulsa, Oklahoma	$12.4M	+$11.8M	2	0.36%	Increased
132	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.4M	-$138K	1	2.1%	Reduced
133	Zurich Cantonal Bank Zurich, Switzerland	$12.4M	+$828K	3	0.12%	Increased
134	RCMC RK Capital Management (Colorado) Denver, Colorado	$12.1M	-$1.57M	1	2.82%	Reduced
135	SIMC Stillwater Investment Management (California) Palo Alto, California	$12M	-$1.58M	1	5.13%	Reduced
136	FIM Frontier Investment Management Dallas, Texas	$11.9M	+$562K	1	0.98%	Increased
137	Segall Bryant & Hamill Chicago, Illinois	$11.6M	+$8.71M	1	0.27%	Increased
138	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.4M	+$1.04M	1	0.6%	Increased
139	BNP Paribas Financial Markets Paris, France	$11M	-$17.3M	3	0.03%	Reduced
140	Aberdeen Group Edinburgh, United Kingdom	$10.9M	+$10.3M	1	0.02%	New
141	TD Asset Management Toronto, Ontario, Canada	$10.8M	+$2.05M	2	0.02%	Increased
142	Two Sigma Investments New York	$10.7M	+$6.16M	2	0.04%	Increased
143	Aperio Group Sausalito, California	$10.5M	-$103K	3	0.06%	Reduced
144	Tocqueville Asset Management New York	$10.4M	-$11.9M	1	0.12%	Reduced
145	PL Parthenon LLC Louisville, Kentucky	$10.2M	-$86.4K	1	2.4%	Reduced
146	Loomis, Sayles & Company Boston, Massachusetts	$9.88M	-$3.14M	1	0.02%	Reduced
147	LM Luminus Management Houston, Texas	$9.33M	+$8.78M	1	0.25%	New
148	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$9.26M	+$8.69M	2	0.05%	New
149	Bahl & Gaynor Cincinnati, Ohio	$9.25M	+$226K	1	0.1%	Increased
150	KB Kimelman & Baird New York	$9.21M	$0	1	1.37%	Maintained