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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	Allianz Asset Management Munich, Germany	$23.8M	-$4.81M	2	0.02%	Reduced
127	ClearBridge Investments New York	$22.9M	-$2.78M	1	0.02%	Reduced
128	Canada Life Winnipeg, Manitoba, Canada	$21M	-$1.52M	3	0.06%	Reduced
129	SC Sasco Capital Fairfield, Connecticut	$21M	-$65.5K	1	2.87%	Reduced
130	Welch & Forbes Boston, Massachusetts	$20.9M	-$97.8K	1	0.38%	Reduced
131	Retirement Systems of Alabama Montgomery, Alabama	$20.8M	-$43.5K	2	0.09%	Reduced
132	BNP Paribas Financial Markets Paris, France	$20.7M	+$11.5M	4	0.03%	Increased
133	Crawford Investment Counsel Atlanta, Georgia	$20.2M	-$1.05M	1	0.45%	Reduced
134	Aviva London, United Kingdom	$20M	+$12.3M	1	0.11%	Increased
135	Russell Investments Group London, United Kingdom	$19.7M	-$25M	4	0.04%	Reduced
136	ACM Atlanta Capital Management Atlanta, Georgia	$18.8M	-$656K	1	0.08%	Reduced
137	EIP Easterly Investment Partners Beverly, Massachusetts	$18.8M	-$4.75M	2	1.67%	Reduced
138	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.7M	-$502K	4	0.01%	Reduced
139	Mitsubishi UFJ Asset Management Tokyo, Japan	$17.6M	+$1.74M	3	0.08%	Increased
140	Beck Mack & Oliver New York	$17.5M	-$257K	1	0.53%	Reduced
141	HSBC Holdings London, United Kingdom	$17M	-$491K	3	0.02%	Reduced
142	LI Leeward Investments Boston, Massachusetts	$16.4M	+$2.74M	1	0.75%	Increased
143	Bank of Montreal Toronto, Ontario, Canada	$16.3M	+$812K	4	0.01%	Increased
144	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.2M	+$859K	3	0.04%	Increased
145	Barclays London, United Kingdom	$16.1M	-$7.52M	4	0.01%	Reduced
146	Axa Paris, France	$15.8M	-$506K	2	0.06%	Reduced
147	LSV Asset Management Chicago, Illinois	$15.4M	-$482K	1	0.03%	Reduced
148	AIG American International Group New York	$15.1M	-$523K	4	0.1%	Reduced
149	Zurich Cantonal Bank Zurich, Switzerland	$14.8M	+$1.15M	4	0.09%	Increased
150	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$14.6M	+$4.69M	2	0.02%	Increased