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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	DA Denali Advisors San Diego, California	$8.05M	+$8.1M	1	1.32%	New
152	VOYA Investment Management Atlanta, Georgia	$8.02M	+$78.8K	3	0.02%	Increased
153	Bahl & Gaynor Cincinnati, Ohio	$7.91M	+$410K	1	0.09%	Increased
154	SEI Investments Oaks, Pennsylvania	$7.79M	-$1.22M	2	0.03%	Reduced
155	Aviva London, United Kingdom	$7.79M	+$19.4K	1	0.04%	Increased
156	TD Asset Management Toronto, Ontario, Canada	$7.72M	-$1.05M	2	0.01%	Reduced
157	Pictet Asset Management (UK) London, United Kingdom	$7.7M	-$210K	1	0.02%	Reduced
158	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.68M	-$93.4K	3	0.05%	Reduced
159	Nuveen Charlotte, North Carolina	$7.66M	-$9.07M	1	0.05%	Reduced
160	ACI AMP Capital Investors Sydney, Australia	$7.33M	-$1.33M	1	0.04%	Reduced
161	CCC Cincinnati Casualty Company Fairfield, Ohio	$7.22M	$0	1	6.42%	Maintained
162	Employees Retirement System of Texas Austin, Texas	$7.06M	$0	1	0.1%	Maintained
163	HL Financial Services Louisville, Kentucky	$7.03M	-$321K	1	0.14%	Reduced
164	Barclays London, United Kingdom	$6.9M	-$319K	3	0.01%	Reduced
165	AIG American International Group New York	$6.79M	+$206K	3	0.02%	Increased
166	ARMC American Research & Management Company Marion, Massachusetts	$6.7M	-$82.7K	1	2.2%	Reduced
167	Farmers & Merchants Investments Inc Lincoln, Nebraska	$6.49M	-$76.6K	1	0.54%	Reduced
168	Granahan Investment Management Waltham, Massachusetts	$6.46M	-$4.41M	1	0.6%	Reduced
169	PCM Penn Capital Management Philadelphia, Pennsylvania	$6.4M	-$1.77M	1	0.48%	Reduced
170	AMF Tjänstepension Stockholm, Sweden	$6.26M	$0	1	0.07%	Maintained
171	Retirement Systems of Alabama Montgomery, Alabama	$6.05M	+$25.2K	1	0.03%	Increased
172	ClearBridge Investments New York	$6M	$0	1	0.01%	Maintained
173	KeyBank National Association Cleveland, Ohio	$5.68M	+$73.4K	2	0.03%	Increased
174	KLC Knowledge Leaders Capital Denver, Colorado	$5.51M	+$42.3K	1	3.5%	Increased
175	TA Teton Advisors Rye, New York	$5.41M	$0	1	0.53%	Maintained