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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	SGAM Smith Group Asset Management Dallas, Texas	$23.7M	-$622K	1	1.25%	Reduced
127	Crawford Investment Counsel Atlanta, Georgia	$23.5M	-$7.84M	2	0.45%	Reduced
128	SC Sasco Capital Fairfield, Connecticut	$23.3M	-$4.82M	1	2.9%	Reduced
129	Schonfeld Strategic Advisors New York	$23.3M	+$10.3M	4	0.21%	Increased
130	Beck Mack & Oliver New York	$23M	-$568K	1	0.58%	Reduced
131	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$22.3M	-$2.07M	4	0.01%	Reduced
132	HSBC Holdings London, United Kingdom	$22.2M	-$1.49M	4	0.03%	Reduced
133	Teacher Retirement System of Texas Austin, Texas	$21.6M	-$5.38M	4	0.11%	Reduced
134	Citadel Advisors Miami, Florida	$21.4M	-$18.5M	4	0%	Reduced
135	Citigroup New York	$21.3M	+$1.05M	5	0.01%	Increased
136	Axa Paris, France	$20.5M	+$766K	2	0.06%	Increased
137	Mitsubishi UFJ Asset Management Tokyo, Japan	$20M	+$1.44M	3	0.08%	Increased
138	ACM Atlanta Capital Management Atlanta, Georgia	$19.9M	+$79.6K	1	0.07%	Increased
139	Chilton Capital Management Houston, Texas	$19M	+$129K	1	1%	Increased
140	Bank of Montreal Toronto, Ontario, Canada	$18.8M	-$4.56M	4	0.01%	Reduced
141	Raymond James Financial Services Advisors St. Petersburg, Florida	$18.3M	+$13.6K	3	0.03%	Increased
142	AIG American International Group New York	$18.1M	-$288K	4	0.1%	Reduced
143	Chartwell Investment Partners Berywn, Pennsylvania	$18.1M	-$3.23M	1	0.6%	Reduced
144	Paradigm Capital Management Inc Albany, New York	$18M	+$728K	1	0.97%	Increased
145	LI Leeward Investments Boston, Massachusetts	$18M	+$18.8M	1	0.71%	New
146	Osaic Holdings Scottsdale, Arizona	$17.5M	-$182K	4	0.03%	Reduced
147	Zurich Cantonal Bank Zurich, Switzerland	$17.5M	+$4.77M	4	0.09%	Increased
148	PL Parthenon LLC Louisville, Kentucky	$17.3M	+$34.5K	1	2.5%	Increased
149	Two Sigma Advisers New York	$16.9M	-$777K	3	0.04%	Reduced
150	AAIM Asset Advisors Investment Management Augusta, Georgia	$16.7M	-$405K	1	1.87%	Reduced