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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	PineBridge Investments New York	$7.17M	-$3.34M	2	0.37%	Reduced
152	Bahl & Gaynor Cincinnati, Ohio	$6.96M	-$1.36M	1	0.09%	Reduced
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$6.93M	+$2.27M	4	0.05%	Increased
154	VOYA Investment Management Atlanta, Georgia	$6.67M	-$123K	3	0.02%	Reduced
155	KB Kimelman & Baird New York	$6.5M	-$769K	1	1.21%	Reduced
156	WC Walthausen & Co Malta, New York	$6.47M	-$2.29M	1	0.68%	Reduced
157	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.44M	-$102K	3	0.05%	Reduced
158	FIM Frontier Investment Management Dallas, Texas	$6.42M	+$637K	1	0.85%	Increased
159	Aperio Group Sausalito, California	$6.37M	+$125K	3	0.05%	Increased
160	SCM Stevens Capital Management Radnor, Pennsylvania	$6.27M	+$5.75M	1	0.25%	Increased
161	Huntington National Bank Columbus, Ohio	$6.25M	+$1.68M	2	0.15%	Increased
162	Comerica Bank Dallas, Texas	$6.22M	-$172K	2	0.06%	Reduced
163	Citigroup New York	$5.97M	+$1.17M	4	0.01%	Increased
164	Bessemer Group Woodbridge, New Jersey	$5.92M	-$446K	1	0.03%	Reduced
165	USAA United Services Automobile Association San Antonio, Texas	$5.88M	+$62.4K	2	0.02%	Increased
166	Fidelity Investments Boston, Massachusetts	$5.85M	-$2.65M	1	0%	Reduced
167	CCC Cincinnati Casualty Company Fairfield, Ohio	$5.79M	$0	1	6.63%	Maintained
168	ARMC American Research & Management Company Marion, Massachusetts	$5.75M	+$40.5K	1	2.41%	Increased
169	Pictet Asset Management (UK) London, United Kingdom	$5.44M	+$156K	1	0.02%	Increased
170	KeyBank National Association Cleveland, Ohio	$5.43M	-$655K	2	0.04%	Reduced
171	PCM Penn Capital Management Philadelphia, Pennsylvania	$5.41M	-$693K	1	0.31%	Reduced
172	D.E. Shaw & Co New York	$5.38M	+$1.8M	3	0.01%	Increased
173	State of Tennessee, Department of Treasury Nashville, Tennessee	$5.24M	+$2.73M	2	0.03%	Increased
174	RCM Riverhead Capital Management Wilmington, Delaware	$5.18M	+$2.72M	2	0.07%	Increased
175	Aviva London, United Kingdom	$5.14M	+$49K	1	0.04%	Increased