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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	Credit Agricole Montrouge Cedex, France	$7.33M	+$60.3K	1	0.03%	Increased
152	British Columbia Investment Management Victoria, British Columbia, Canada	$7.3M	-$3.9M	1	0.07%	Reduced
153	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.24M	-$750K	3	0.05%	Reduced
154	Korea Investment Corp Seoul, South Korea	$7.02M	$0	1	0.06%	Maintained
155	Commerce Bank Kansas City, Missouri	$7.01M	-$2.81M	1	0.11%	Reduced
156	OCM Olstein Capital Management Purchase, New York	$6.95M	-$2.28M	1	0.72%	Reduced
157	RAM RWC Asset Management London, United Kingdom	$6.86M	+$404K	1	0.56%	Increased
158	Kayne Anderson Rudnick Investment Management Los Angeles, California	$6.8M	+$483K	2	0.11%	Increased
159	WBC Westpac Banking Corp Sydney, Australia	$6.78M	+$54.1K	1	0.07%	Increased
160	KeyBank National Association Cleveland, Ohio	$6.71M	-$127K	2	0.04%	Reduced
161	Nomura Holdings Tokyo, Japan	$6.68M	+$24.1K	1	0.02%	Increased
162	Canada Life Winnipeg, Manitoba, Canada	$6.61M	+$112K	3	0.02%	Increased
163	USAA United Services Automobile Association San Antonio, Texas	$6.51M	-$53.9K	2	0.02%	Reduced
164	Personal Capital Advisors Redwood City, California	$6.5M	+$864K	1	0.45%	Increased
165	RCMC RK Capital Management (Colorado) Denver, Colorado	$6.48M	+$132K	1	1.17%	Increased
166	Retirement Systems of Alabama Montgomery, Alabama	$6.46M	-$186K	1	0.04%	Reduced
167	CCC Cincinnati Casualty Company Fairfield, Ohio	$6.32M	$0	1	7.33%	Maintained
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$6.27M	+$1.27M	3	0.04%	Increased
169	LSV Asset Management Chicago, Illinois	$6.21M	+$641K	1	0.01%	Increased
170	TAM Tiverton Asset Management Wilimington, Delaware	$6.19M	+$6.54M	1	0.12%	New
171	ARMC American Research & Management Company Marion, Massachusetts	$6.18M	-$21K	1	2.51%	Reduced
172	Pictet Asset Management (UK) London, United Kingdom	$6.12M	-$221K	1	0.03%	Reduced
173	Public Employees Retirement Association of Colorado Denver, Colorado	$6.06M	+$2.15M	3	0.05%	Increased
174	SCM Stevens Capital Management Radnor, Pennsylvania	$6.05M	-$46.7K	2	0.22%	Reduced
175	TD Asset Management Toronto, Ontario, Canada	$6.02M	-$30.9K	2	0.01%	Reduced