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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
151	Hancock Whitney Gulfport, Mississippi	$13.8M	-$122K	1	0.57%	Reduced
152	Gabelli Funds Rye, New York	$13.7M	+$13.4K	1	0.07%	Increased
153	TCW Group Los Angeles, California	$13.7M	-$1.15M	1	0.06%	Reduced
154	First Trust Advisors Wheaton, Illinois	$13.4M	+$4.42M	2	0.06%	Increased
155	Macquarie Group Sydney, NSW 2000, Australia	$13.3M	+$500K	2	0.02%	Increased
156	LI LMCG Investments Boston, Massachusetts	$13.2M	+$2.24M	1	0.28%	Increased
157	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$13.2M	+$12.1M	2	1.48%	Increased
158	Wilmington Trust Wilmington, Delaware	$13M	-$763K	1	0.22%	Reduced
159	Chevy Chase Trust Bethesda, Maryland	$13M	+$138K	1	0.09%	Increased
160	NFA Nationwide Fund Advisors Columbus, Ohio	$12.9M	+$3.61M	3	0.05%	Increased
161	KA KLCM Advisors Milwaukee, Wisconsin	$12.8M	-$1.7M	1	3.49%	Reduced
162	1832 Asset Management Toronto, Ontario, Canada	$12.8M	+$12.1M	1	0.05%	New
163	DM Delphi Management Brookline, Massachusetts	$12.6M	-$322K	1	1.38%	Reduced
164	AAC Asset Advisors Corp Augusta, Georgia	$12.6M	+$881K	1	3%	Increased
165	People's United Financial Bridgeport, Connecticut	$12.5M	-$334K	1	0.71%	Reduced
166	DnB Asset Management Oslo, Norway	$12.4M	+$2.7M	1	0.29%	Increased
167	Kennedy Capital Management St Louis, Missouri	$12.4M	-$9.96M	2	0.23%	Reduced
168	Korea Investment Corp Seoul, South Korea	$12.3M	-$502K	1	0.12%	Reduced
169	D.E. Shaw & Co New York	$12.2M	+$5.35M	3	0.02%	Increased
170	Aviva London, United Kingdom	$12M	-$548K	1	0.1%	Reduced
171	ZA Zweig Advisers Hartford, Connecticut	$12M	+$639K	1	1.65%	Increased
172	KB Kimelman & Baird New York	$11.9M	$0	1	2.28%	Maintained
173	State of Wisconsin Investment Board Madison, Wisconsin	$11.8M	-$331K	1	0.05%	Reduced
174	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.8M	-$244K	3	0.08%	Reduced
175	Glenmede Trust Philadelphia, Pennsylvania	$11.8M	+$4.1M	2	0.12%	Increased