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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
176	GH GAM Holding Zurich, Switzerland	$10.7M	+$3M	1	0.2%	Increased
177	ZA Zweig Advisers Hartford, Connecticut	$10.5M	-$1.03M	1	1.56%	Reduced
178	SG Americas Securities New York	$10.3M	+$3.75M	3	0.04%	Increased
179	LI LMCG Investments Boston, Massachusetts	$10.1M	+$1.98M	1	0.24%	Increased
180	Virginia Retirement Systems Richmond, Virginia	$10.1M	+$5.14M	1	0.22%	Increased
181	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$10.1M	-$1.19M	1	1.31%	Reduced
182	CC Curian Capital Denver, Colorado	$9.56M	+$4.91M	1	0.17%	Increased
183	WAM Winslow Asset Management Beachwood, Ohio	$9.42M	-$132K	1	1.79%	Reduced
184	LAM Lingohr Asset Management Duesseldorf, Germany	$9.22M	+$507K	1	1.55%	Increased
185	NC Northpointe Capital Bloomfield Hills, Michigan	$9.15M	-$482K	1	1.07%	Reduced
186	Retirement Systems of Alabama Montgomery, Alabama	$9.12M	-$146K	1	0.06%	Reduced
187	ARMC American Research & Management Company Marion, Massachusetts	$9.12M	-$361K	1	3.61%	Reduced
188	BNP Paribas Financial Markets Paris, France	$9.11M	+$8.25M	3	0.01%	Increased
189	HL Financial Services Louisville, Kentucky	$9.09M	-$113K	1	0.32%	Reduced
190	TD Asset Management Toronto, Ontario, Canada	$9.05M	-$98.8K	2	0.02%	Reduced
191	KeyBank National Association Cleveland, Ohio	$9.04M	-$49.2M	2	0.06%	Reduced
192	DnB Asset Management Oslo, Norway	$8.89M	+$8.59K	1	0.24%	Increased
193	Fiduciary Trust Boston, Massachusetts	$8.88M	+$135K	1	0.41%	Increased
194	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.87M	-$122K	1	1.61%	Reduced
195	Pictet Asset Management (UK) London, United Kingdom	$8.74M	-$51.6K	1	0.05%	Reduced
196	PL Parthenon LLC Louisville, Kentucky	$8.74M	-$172K	1	2.89%	Reduced
197	Placemark Investments Chicago, Illinois	$8.6M	+$817K	1	0.16%	Increased
198	TPSF Texas Permanent School Fund Austin, Texas	$8.41M	-$290K	2	0.09%	Reduced
199	NFA Nationwide Fund Advisors Columbus, Ohio	$8.36M	-$6.66M	3	0.04%	Reduced
200	DekaBank Deutsche Girozentrale Frankfurt, Germany	$8.28M	+$800K	1	0.15%	Increased