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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13.3M	-$758K	2	0.09%	Reduced
152	Johnson Investment Counsel Cincinnati, Ohio	$13.2M	-$968K	1	0.28%	Reduced
153	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13M	-$8.53M	1	0.08%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$12.9M	+$1.22M	3	0.07%	Increased
155	Bahl & Gaynor Cincinnati, Ohio	$12.8M	+$1M	2	0.12%	Increased
156	Burney Company Reston, Virginia	$12.6M	+$562K	1	0.78%	Increased
157	Chevy Chase Trust Bethesda, Maryland	$12.4M	-$622K	1	0.05%	Reduced
158	Wolverine Asset Management Chicago, Illinois	$12.4M	+$10.1M	1	0.17%	Increased
159	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$12.2M	+$11.2M	1	0.36%	New
160	Canada Life Winnipeg, Manitoba, Canada	$11.9M	+$754K	2	0.03%	Increased
161	Ancora Advisors Cleveland, Ohio	$11.8M	-$1.09M	2	0.54%	Reduced
162	PineBridge Investments New York	$11.4M	-$907K	2	0.23%	Reduced
163	Vaughan Nelson Investment Management Houston, Texas	$11.3M	-$2.5M	1	0.15%	Reduced
164	UBV United Bank (Virginia) Vienna, Virginia	$11.1M	-$721K	1	1.99%	Reduced
165	VOYA Investment Management Atlanta, Georgia	$10.9M	-$256K	4	0.02%	Reduced
166	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$10.6M	-$595K	1	0.04%	Reduced
167	Envestnet Asset Management Chicago, Illinois	$10.5M	+$549K	3	0.01%	Increased
168	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.5M	+$564K	1	0.52%	Increased
169	Citigroup New York	$10.4M	+$3M	4	0.01%	Increased
170	Man Group London, United Kingdom	$10.4M	+$3.98M	2	0.04%	Increased
171	TD Asset Management Toronto, Ontario, Canada	$10.2M	+$8.9K	1	0.02%	Increased
172	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.2M	+$5.28M	1	0.98%	Increased
173	PL Parthenon LLC Louisville, Kentucky	$10.1M	-$229K	1	2.26%	Reduced
174	NPPM North Point Portfolio Managers Orange Village, Ohio	$10M	-$155K	1	1.91%	Reduced
175	Fjarde Ap-fonden Stockholm, Sweden	$9.98M	-$506K	1	0.12%	Reduced