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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	SEI Investments Oaks, Pennsylvania	$31.6M	-$4.24M	4	0.06%	Reduced
127	Hood River Capital Management Palm Beach Gardens, Florida	$31.5M	+$28.9M	1	1.01%	New
128	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$31.4M	+$32M	1	2.62%	New
129	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$31.4M	+$413K	1	0.05%	Increased
130	Two Sigma Investments New York	$31.1M	-$15.7M	2	0.08%	Reduced
131	Comerica Bank Dallas, Texas	$29.2M	+$31.4M	3	0.15%	New
132	MTC McDaniel Terry & Co Austin, Texas	$29.1M	+$221K	1	3.03%	Increased
133	Nomura Asset Management Tokyo, Japan	$28.9M	+$4.49M	2	0.14%	Increased
134	Voloridge Investment Management Jupiter, Florida	$28.5M	-$18M	1	0.14%	Reduced
135	PCM Portolan Capital Management Boston, Massachusetts	$27.8M	+$7.47M	2	2.59%	Increased
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$27.7M	+$5M	4	0.02%	Increased
137	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.5M	+$4.89M	2	0.06%	Increased
138	Qube Research & Technologies (QRT) London, United Kingdom	$26.9M	-$39.1M	4	0.07%	Reduced
139	Osaic Holdings Scottsdale, Arizona	$26.8M	+$12.7M	4	0.04%	Increased
140	PointState Capital New York	$26.7M	+$27.2M	1	0.46%	New
141	Storebrand Asset Management Lysaker, Norway	$26M	-$1.52M	3	0.12%	Reduced
142	Mitsubishi UFJ Asset Management Tokyo, Japan	$26M	-$3.64M	4	0.05%	Reduced
143	LPL Financial San Diego, California	$25.8M	+$3.85M	4	0.02%	Increased
144	Balyasny Asset Management Chicago, Illinois	$25M	+$20.3M	2	0.05%	Increased
145	Woodline Partners San Francisco, California	$24.8M	-$565K	1	0.29%	Reduced
146	Crawford Investment Counsel Atlanta, Georgia	$24.8M	-$1.82M	1	0.54%	Reduced
147	Royce & Associates New York	$24.7M	-$11.3M	1	0.25%	Reduced
148	Squarepoint New York	$24.4M	+$16.9M	4	0.06%	Increased
149	OAM Ophir Asset Management Sydney, Australia	$24.1M	-$2.89M	1	5.69%	Reduced
150	Bank of Montreal Toronto, Ontario, Canada	$24.1M	+$3.08M	4	0.01%	Increased