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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$33.3M	-$4.57M	3	0.06%	Reduced
152	CF Corebridge Financial Houston, Texas	$32.8M	+$32.4M	4	0.18%	New
153	Balyasny Asset Management Chicago, Illinois	$32.7M	-$4.14M	1	0.06%	Reduced
154	Storebrand Asset Management Lysaker, Norway	$32.7M	-$1.65M	4	0.11%	Reduced
155	SAM Scopus Asset Management New York	$32.6M	-$21.2M	3	0.66%	Reduced
156	Holocene Advisors New York	$31.9M	+$22.9M	1	0.13%	Increased
157	OP Oslo Pensjonsforsikring Oslo,	$30.4M	-$6.1M	2	3.91%	Reduced
158	Aviva London, United Kingdom	$30.4M	+$9.66M	2	0.08%	Increased
159	Moore Capital Management New York	$30.2M	+$20.2M	2	0.52%	Increased
160	ECM Engle Capital Management Greenwich, Connecticut	$29.3M	+$8.62M	1	9.89%	Increased
161	Nordea Investment Management Stockholm, Sweden	$29M	+$3.5M	3	0.03%	Increased
162	Welch & Forbes Boston, Massachusetts	$28.7M	-$294K	1	0.38%	Reduced
163	Stifel Financial St. Louis, Missouri	$27.5M	-$524K	4	0.03%	Reduced
164	Comerica Bank Dallas, Texas	$27.3M	-$5.58M	3	0.11%	Reduced
165	Squarepoint New York	$27.1M	+$8.4M	4	0.04%	Increased
166	Allianz Asset Management Munich, Germany	$26.4M	-$1.44M	3	0.04%	Reduced
167	Canada Life Winnipeg, Manitoba, Canada	$26.3M	+$229K	3	0.05%	Increased
168	Emerald Advisers Leola, Pennsylvania	$26.1M	+$25M	1	1.09%	New
169	Janney Montgomery Scott Philadelphia, Pennsylvania	$25.9M	+$1.92M	4	0.08%	Increased
170	Silvercrest Asset Management New York	$25.5M	-$808K	3	0.18%	Reduced
171	UBS O'Connor Chicago, Illinois	$25.4M	+$1.06M	2	0.72%	Increased
172	RAM Rempart Asset Management Montreal, Canada	$23.8M	-$688K	1	4.68%	Reduced
173	Axiom Investors Greenwich, Connecticut	$23.5M	+$1.12M	1	0.21%	Increased
174	Raymond James Financial Services Advisors St. Petersburg, Florida	$23.3M	-$5.17M	4	0.03%	Reduced
175	JLBC J.L. Bainbridge & Co Sarasota, Florida	$22.8M	-$74.6K	1	2.26%	Reduced