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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	Burney Company Reston, Virginia	$10.6M	-$2.14M	1	0.62%	Reduced
152	Jefferies Group New York	$10.2M	-$640K	2	0.06%	Reduced
153	Canada Life Winnipeg, Manitoba, Canada	$10.1M	-$13.9M	3	0.02%	Reduced
154	FIM Frontier Investment Management Dallas, Texas	$10M	-$2.62M	1	0.77%	Reduced
155	Chevy Chase Trust Bethesda, Maryland	$9.97M	-$2.52M	1	0.04%	Reduced
156	Hudson Bay Capital Management Stamford, Connecticut	$9.88M	+$10.3M	1	0.14%	New
157	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$9.47M	+$9.81M	1	0.22%	New
158	Paradigm Capital Management Inc Albany, New York	$9.3M	+$6.13M	1	0.75%	Increased
159	Bahl & Gaynor Cincinnati, Ohio	$9.21M	-$1.52M	2	0.1%	Reduced
160	Bank of Montreal Toronto, Ontario, Canada	$9.17M	-$18.5M	4	0.01%	Reduced
161	NPPM North Point Portfolio Managers Orange Village, Ohio	$8.99M	-$2.45M	1	1.55%	Reduced
162	Two Sigma Advisers New York	$8.53M	+$2.77M	2	0.02%	Increased
163	Ancora Advisors Cleveland, Ohio	$8.3M	+$7.93M	2	0.36%	Increased
164	TD Asset Management Toronto, Ontario, Canada	$8.21M	-$1.5M	2	0.01%	Reduced
165	PL Parthenon LLC Louisville, Kentucky	$8.14M	-$1.74M	1	1.88%	Reduced
166	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$8.13M	+$8.42M	1	0.82%	New
167	Natixis Advisors Boston, Massachusetts	$8.12M	+$6.96M	2	0.08%	Increased
168	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$8.06M	-$3.43M	1	1.5%	Reduced
169	Aviva London, United Kingdom	$7.75M	+$579K	2	0.05%	Increased
170	WIC Water Island Capital New York	$7.69M	+$8.03M	1	0.42%	New
171	British Columbia Investment Management Victoria, British Columbia, Canada	$7.6M	-$5.25M	1	0.07%	Reduced
172	ACI AMP Capital Investors Sydney, Australia	$7.56M	-$1.53M	1	0.04%	Reduced
173	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$7.55M	-$1.61K	1	0.02%	Reduced
174	AC AWH Capital Dallas, Texas	$7.53M	+$7.8M	1	8.06%	New
175	KB Kimelman & Baird New York	$7.38M	+$7.71M	1	0.97%	New