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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	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.2M	+$930K	1	1.58%	Increased
127	CM CS McKee Pittsburgh, Pennsylvania	$13.9M	-$245K	1	1.38%	Reduced
128	BOK Financial Tulsa, Oklahoma	$13.7M	-$1.18M	3	0.39%	Reduced
129	Gabelli Funds Rye, New York	$13.3M	+$255K	2	0.09%	Increased
130	AIG American International Group New York	$13.3M	+$8.96K	4	0.05%	Increased
131	Welch & Forbes Boston, Massachusetts	$12.9M	-$28.6K	1	0.36%	Reduced
132	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$12.9M	-$1.35M	1	4.12%	Reduced
133	SEI Investments Oaks, Pennsylvania	$12.3M	+$87.6K	4	0.04%	Increased
134	SCM Stevens Capital Management Radnor, Pennsylvania	$12.3M	+$10M	1	0.63%	Increased
135	Arizona State Retirement System Phoenix, Arizona	$11.7M	-$1.53M	3	0.15%	Reduced
136	Panagora Asset Management Boston, Massachusetts	$11.6M	-$518K	3	0.05%	Reduced
137	Vaughan Nelson Investment Management Houston, Texas	$11.6M	-$910K	1	0.17%	Reduced
138	Personal Capital Advisors Redwood City, California	$11.5M	-$320K	1	0.15%	Reduced
139	APG Asset Management Amsterdam, Netherlands	$11M	-$4.66M	2	0.02%	Reduced
140	Bank of Nova Scotia Toronto, Ontario, Canada	$11M	-$3M	2	0.05%	Reduced
141	DCCA D.C. Capital Advisors New York	$10.8M	$0	1	8.5%	Maintained
142	Johnson Investment Counsel Cincinnati, Ohio	$10.8M	-$62.4K	1	0.26%	Reduced
143	Brandywine Global Investment Management Philadelphia, Pennsylvania	$10.7M	+$1.1M	1	0.08%	Increased
144	KTA Keeley-Teton Advisors Chicago, Illinois	$10.6M	+$540K	2	1.06%	Increased
145	M&T Bank Buffalo, New York	$10.5M	-$164K	3	0.06%	Reduced
146	Aperio Group Sausalito, California	$10.3M	-$619K	4	0.05%	Reduced
147	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.1M	+$6.48M	2	0.05%	Increased
148	Granahan Investment Management Waltham, Massachusetts	$9.73M	+$3.81M	1	0.69%	Increased
149	Chevy Chase Trust Bethesda, Maryland	$9.63M	+$645K	2	0.05%	Increased
150	Ancora Advisors Cleveland, Ohio	$9.46M	-$557K	2	0.45%	Reduced