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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	HSBC Holdings London, United Kingdom	$12.8M	-$20.5M	1	0.03%	Reduced
152	ZA Zweig Advisers Hartford, Connecticut	$12.6M	-$433K	1	1.75%	Reduced
153	KA KLCM Advisors Milwaukee, Wisconsin	$12.5M	+$295K	1	2.92%	Increased
154	Macquarie Group Sydney, NSW 2000, Australia	$12.3M	-$1.66M	2	0.03%	Reduced
155	Wilmington Trust Wilmington, Delaware	$12.2M	+$346K	1	0.2%	Increased
156	Glenmede Trust Philadelphia, Pennsylvania	$12M	+$1.85M	2	0.11%	Increased
157	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$11.9M	-$106K	2	1.4%	Reduced
158	AIG American International Group New York	$11.9M	+$849K	3	0.05%	Increased
159	Chevy Chase Trust Bethesda, Maryland	$11.8M	-$373K	1	0.08%	Reduced
160	AAC Asset Advisors Corp Augusta, Georgia	$11.8M	+$316K	1	2.68%	Increased
161	PineBridge Investments New York	$11.7M	-$3.69M	2	0.46%	Reduced
162	Barclays London, United Kingdom	$11.3M	-$5.36M	3	0.01%	Reduced
163	KB Kimelman & Baird New York	$11M	-$190K	1	1.93%	Reduced
164	Huntington National Bank Columbus, Ohio	$11M	+$1.41M	1	0.22%	Increased
165	GH GAM Holding Zurich, Switzerland	$10.9M	-$79.5K	1	0.17%	Reduced
166	Aviva London, United Kingdom	$10.8M	-$96.2K	1	0.08%	Reduced
167	People's United Financial Bridgeport, Connecticut	$10.6M	-$264K	1	0.56%	Reduced
168	Millennium Management New York	$10.5M	+$10M	3	0.03%	New
169	Ferguson Wellman Capital Management Portland, Oregon	$10.5M	+$82.1K	1	0.44%	Increased
170	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.5M	-$604K	3	0.07%	Reduced
171	CC Curian Capital Denver, Colorado	$10.5M	+$657K	1	0.18%	Increased
172	SCM Sandler Capital Management New York	$10.4M	+$9.92M	1	0.44%	New
173	Raymond James & Associates St Petersburg, Florida	$10.4M	+$2.36M	1	0.06%	Increased
174	Renaissance Technologies New York	$10.4M	+$2.54M	2	0.02%	Increased
175	Carson Wealth (CWM LLC) Omaha, Nebraska	$10.3M	+$1.63M	1	1.85%	Increased