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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	BNP Paribas Financial Markets Paris, France	$23.7M	+$13.9M	4	0.04%	Increased
127	SC Sasco Capital Fairfield, Connecticut	$23.6M	-$2M	1	3.01%	Reduced
128	Cubist Systematic Strategies Stamford, Connecticut	$23.4M	+$2.47M	4	0.14%	Increased
129	INTECH Investment Management West Palm Beach, Florida	$23.1M	-$3.22M	1	0.17%	Reduced
130	Welch & Forbes Boston, Massachusetts	$22.9M	-$410K	1	0.41%	Reduced
131	Jupiter Asset Management London, United Kingdom	$22.8M	-$10.5M	1	0.33%	Reduced
132	Citigroup New York	$22.7M	+$6.9M	4	0.02%	Increased
133	EIP Easterly Investment Partners Beverly, Massachusetts	$22.5M	-$5.54M	2	1.94%	Reduced
134	Driehaus Capital Management Chicago, Illinois	$22.2M	+$20.6M	2	0.33%	New
135	Crawford Investment Counsel Atlanta, Georgia	$21.6M	-$2.42M	1	0.46%	Reduced
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$20.8M	-$156K	4	0.01%	Reduced
137	Renaissance Technologies New York	$20.4M	-$6.54M	4	0.03%	Reduced
138	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$19.8M	+$3.94M	3	0.34%	Increased
139	Zurich Cantonal Bank Zurich, Switzerland	$19.5M	+$389K	4	0.1%	Increased
140	Waverton Investment Management London, United Kingdom	$19.4M	-$1.34M	1	0.71%	Reduced
141	Axa Paris, France	$19.1M	+$915K	2	0.07%	Increased
142	LI Leeward Investments Boston, Massachusetts	$19.1M	+$915K	1	0.85%	Increased
143	Gabelli Funds Rye, New York	$19M	-$783K	2	0.15%	Reduced
144	Nomura Asset Management Tokyo, Japan	$18.8M	+$2.38M	2	0.11%	Increased
145	Beck Mack & Oliver New York	$18.6M	-$529K	1	0.55%	Reduced
146	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$18.4M	-$6.85M	1	0.81%	Reduced
147	Bank of Montreal Toronto, Ontario, Canada	$18.1M	+$3.33M	4	0.01%	Increased
148	AIG American International Group New York	$17.4M	-$378K	4	0.12%	Reduced
149	PA Pantechnicon Advisors London, United Kingdom	$17.3M	+$17M	1	9.29%	New
150	Rockefeller Capital Management New York	$17.1M	-$23.8M	3	0.09%	Reduced