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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	PL Parthenon LLC Louisville, Kentucky	$8.98M	+$35.5K	1	2.13%	Increased
152	ACI AMP Capital Investors Sydney, Australia	$8.77M	+$185K	2	0.05%	Increased
153	TD Asset Management Toronto, Ontario, Canada	$8.74M	+$719K	2	0.01%	Increased
154	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.74M	+$7.69M	3	0.04%	Increased
155	Granahan Investment Management Waltham, Massachusetts	$8.71M	-$7.61M	1	0.87%	Reduced
156	Aperio Group Sausalito, California	$8.71M	-$169K	3	0.06%	Reduced
157	KB Kimelman & Baird New York	$8.1M	$0	1	1.23%	Maintained
158	VOYA Investment Management Atlanta, Georgia	$7.82M	-$133K	3	0.02%	Reduced
159	Aviva London, United Kingdom	$7.78M	-$380K	1	0.04%	Reduced
160	Pictet Asset Management (UK) London, United Kingdom	$7.7M	+$474K	1	0.03%	Increased
161	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.6M	-$94.7K	3	0.05%	Reduced
162	Bahl & Gaynor Cincinnati, Ohio	$7.52M	+$731K	1	0.09%	Increased
163	Amundi Asset Management US Boston, Massachusetts	$7.43M	-$673K	1	0.03%	Reduced
164	HL Financial Services Louisville, Kentucky	$7.36M	-$870K	1	0.15%	Reduced
165	CCC Cincinnati Casualty Company Fairfield, Ohio	$7.23M	$0	1	6.57%	Maintained
166	Barclays London, United Kingdom	$7.2M	-$240K	3	0.01%	Reduced
167	Employees Retirement System of Texas Austin, Texas	$7.07M	$0	1	0.1%	Maintained
168	ARMC American Research & Management Company Marion, Massachusetts	$6.79M	-$146K	1	2.42%	Reduced
169	Farmers & Merchants Investments Inc Lincoln, Nebraska	$6.57M	+$153K	1	0.58%	Increased
170	Marshall Wace North America New York	$6.51M	+$6.42M	1	0.05%	New
171	TAM Tiverton Asset Management Wilimington, Delaware	$6.48M	$0	1	0.33%	Maintained
172	OCG Opus Capital Group Cincinnati, Ohio	$6.44M	+$6.57M	1	0.86%	New
173	AIG American International Group New York	$6.42M	-$179K	3	0.02%	Reduced
174	PCM Penn Capital Management Philadelphia, Pennsylvania	$6.3M	+$5.56M	1	0.43%	Increased
175	AMF Tjänstepension Stockholm, Sweden	$6.26M	+$1.37M	1	0.07%	Increased