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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	Citigroup New York	$14.3M	-$3.13M	4	0.01%	Reduced
152	Stifel Financial St. Louis, Missouri	$14.2M	+$363K	3	0.02%	Increased
153	State of New Jersey Common Pension Fund D Trenton, New Jersey	$13.8M	$0	3	0.05%	Maintained
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$13.4M	-$619K	3	0.06%	Reduced
155	PL Parthenon LLC Louisville, Kentucky	$13.2M	-$178K	1	2.24%	Reduced
156	Chilton Capital Management Houston, Texas	$13M	-$1.87M	1	0.79%	Reduced
157	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$12.9M	+$3.76M	1	2.82%	Increased
158	Verition Fund Management Greenwich, Connecticut	$12.9M	+$7.08M	2	0.25%	Increased
159	PFM Parsec Financial Management Asheville, North Carolina	$12.8M	+$8.52K	1	0.62%	Increased
160	UBV United Bank (Virginia) Vienna, Virginia	$12.7M	+$214K	1	1.9%	Increased
161	Federated Hermes Pittsburgh, Pennsylvania	$12.6M	-$974K	2	0.03%	Reduced
162	Teacher Retirement System of Texas Austin, Texas	$12.5M	-$5.02M	3	0.08%	Reduced
163	Yousif Capital Management Bloomfield Hills, Michigan	$12.2M	-$290K	3	0.16%	Reduced
164	AAIM Asset Advisors Investment Management Augusta, Georgia	$12.1M	-$958K	1	1.65%	Reduced
165	Gradient Investments Arden Hills, Minnesota	$12M	+$13.4M	2	0.35%	Increased
166	Nomura Asset Management Tokyo, Japan	$12M	+$2.94M	2	0.07%	Increased
167	Marshall Wace London, United Kingdom	$11.7M	+$12.6M	2	0.02%	Increased
168	Gabelli Funds Rye, New York	$11.5M	+$14.2K	2	0.09%	Increased
169	Korea Investment Corp Seoul, South Korea	$11.5M	+$1.62M	1	0.04%	Increased
170	Fifth Third Bancorp Cincinnati, Ohio	$11.3M	-$608K	3	0.05%	Reduced
171	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$11.3M	+$237K	2	0.03%	Increased
172	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.2M	+$1.51M	2	0.05%	Increased
173	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.2M	+$1.21M	2	0.48%	Increased
174	LPL Financial San Diego, California	$11M	+$864K	4	0.01%	Increased
175	CCC Cincinnati Casualty Company Fairfield, Ohio	$10.9M	$0	1	7.13%	Maintained