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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	$18M	+$779K	1	1.63%	Increased
127	Welch & Forbes Boston, Massachusetts	$18M	-$430K	1	0.44%	Reduced
128	BOK Financial Tulsa, Oklahoma	$17.5M	-$37.7K	2	0.42%	Reduced
129	AQR Arbitrage Greenwich, Connecticut	$17.4M	-$1.78M	1	0.2%	Reduced
130	Public Employees Retirement Association of Colorado Denver, Colorado	$17.2M	+$14M	4	0.11%	Increased
131	Retirement Systems of Alabama Montgomery, Alabama	$17.2M	-$862K	2	0.08%	Reduced
132	PineBridge Investments New York	$17.1M	+$4.63M	2	0.28%	Increased
133	Zurich Cantonal Bank Zurich, Switzerland	$16.9M	+$1.27M	4	0.14%	Increased
134	Gabelli Funds Rye, New York	$16.7M	-$286K	2	0.11%	Reduced
135	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$16M	+$2.88M	1	0.38%	Increased
136	State of Tennessee, Department of Treasury Nashville, Tennessee	$16M	+$6.54M	2	0.08%	Increased
137	Putnam Investments Boston, Massachusetts	$16M	+$598K	2	0.04%	Increased
138	Personal Capital Advisors Redwood City, California	$15.7M	-$490K	1	0.16%	Reduced
139	Royce & Associates New York	$15.6M	-$2.8M	1	0.14%	Reduced
140	Jupiter Investment Management London, United Kingdom	$15.4M	+$14.4M	1	0.16%	Increased
141	Natixis Paris, France	$15.4M	-$2.66M	1	0.12%	Reduced
142	Envestnet Asset Management Chicago, Illinois	$15.3M	+$4.07M	4	0.02%	Increased
143	CEP Chicago Equity Partners Chicago, Illinois	$15.3M	-$1.29M	2	0.68%	Reduced
144	AIG American International Group New York	$14.8M	-$1.23M	4	0.06%	Reduced
145	M&T Bank Buffalo, New York	$14.3M	-$194K	3	0.07%	Reduced
146	DCCA D.C. Capital Advisors New York	$14.3M	$0	1	12.38%	Maintained
147	Squarepoint New York	$14.3M	+$13.3M	4	0.14%	Increased
148	Bahl & Gaynor Cincinnati, Ohio	$14.2M	+$455K	2	0.1%	Increased
149	Brandywine Global Investment Management Philadelphia, Pennsylvania	$14.1M	-$97.4K	2	0.1%	Reduced
150	VOYA Investment Management Atlanta, Georgia	$14M	+$3M	4	0.03%	Increased