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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	BOK Financial Tulsa, Oklahoma	$14M	-$45.1K	2	0.4%	Reduced
127	AAC Asset Advisors Corp Augusta, Georgia	$13.8M	-$15.2K	1	2.32%	Reduced
128	Burney Company Reston, Virginia	$13.8M	-$1.28M	1	0.85%	Reduced
129	British Columbia Investment Management Victoria, British Columbia, Canada	$13.7M	+$4.57M	1	0.1%	Increased
130	M&T Bank Buffalo, New York	$13.6M	+$133K	2	0.07%	Increased
131	BNP Paribas Financial Markets Paris, France	$13.6M	+$7.54M	3	0.03%	Increased
132	FIM Frontier Investment Management Dallas, Texas	$13.6M	+$640K	1	1.13%	Increased
133	PFC Phocas Financial Corp Alameda, California	$13.5M	-$765K	2	1.22%	Reduced
134	Chevy Chase Trust Bethesda, Maryland	$13.4M	-$382K	1	0.06%	Reduced
135	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.7M	+$7.47M	1	1%	Increased
136	Man Group London, United Kingdom	$12.4M	+$12.9M	2	0.06%	New
137	Segall Bryant & Hamill Chicago, Illinois	$12.4M	-$2.32M	1	0.29%	Reduced
138	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$12.3M	+$12.7M	1	1.86%	New
139	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.3M	-$134K	1	2.11%	Reduced
140	Aberdeen Group Edinburgh, United Kingdom	$12.2M	+$476K	1	0.02%	Increased
141	Jefferies Group New York	$11.7M	+$10.9M	1	0.06%	Increased
142	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.7M	+$613K	2	0.07%	Increased
143	Bahl & Gaynor Cincinnati, Ohio	$11.7M	+$1.08M	2	0.13%	Increased
144	Aperio Group Sausalito, California	$11.6M	-$61.8K	3	0.06%	Reduced
145	Driehaus Capital Management Chicago, Illinois	$11.6M	+$1.22M	1	0.41%	Increased
146	SCM Stevens Capital Management Radnor, Pennsylvania	$11.3M	+$11.7M	1	0.43%	New
147	Fidelity Investments Boston, Massachusetts	$10.7M	+$258K	1	0%	Increased
148	PL Parthenon LLC Louisville, Kentucky	$10.6M	-$12.6K	1	2.5%	Reduced
149	Point72 Asset Management Stamford, Connecticut	$10.5M	-$5.74M	1	0.04%	Reduced
150	TD Asset Management Toronto, Ontario, Canada	$10.4M	-$732K	1	0.02%	Reduced