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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	Federated Hermes Pittsburgh, Pennsylvania	$11.7M	-$158K	2	0.04%	Reduced
177	GH GAM Holding Zurich, Switzerland	$11.6M	+$60.8K	1	0.2%	Increased
178	Martingale Asset Management Boston, Massachusetts	$11.3M	+$8.61M	2	0.39%	Increased
179	HSBC Holdings London, United Kingdom	$11.3M	-$775K	1	0.03%	Reduced
180	Virginia Retirement Systems Richmond, Virginia	$11.2M	+$352K	2	0.22%	Increased
181	Royal Bank of Canada Toronto, Ontario, Canada	$11.2M	-$5.17M	2	0.01%	Reduced
182	Employees Retirement System of Texas Austin, Texas	$11M	-$548K	1	0.14%	Reduced
183	GCM Grisanti Capital Management New York	$10.9M	-$909K	1	4.7%	Reduced
184	Thrivent Financial for Lutherans Minneapolis, Minnesota	$10.8M	+$9.86M	2	0.07%	Increased
185	NC Northpointe Capital Bloomfield Hills, Michigan	$10.6M	+$2.72M	1	0.94%	Increased
186	CC Curian Capital Denver, Colorado	$10.6M	+$343K	1	0.19%	Increased
187	Fiduciary Trust Boston, Massachusetts	$9.82M	+$269K	1	0.43%	Increased
188	Andra AP-fonden Goteborg, Sweden	$9.82M	+$3.76M	1	0.23%	Increased
189	Retirement Systems of Alabama Montgomery, Alabama	$9.81M	+$10.4K	1	0.06%	Increased
190	KeyBank National Association Cleveland, Ohio	$9.77M	+$152K	2	0.06%	Increased
191	SG Americas Securities New York	$9.73M	-$1.27M	1	0.04%	Reduced
192	HL Financial Services Louisville, Kentucky	$9.7M	-$63.4K	1	0.29%	Reduced
193	HR Howe & Rusling Rochester, New York	$9.7M	+$2.63M	1	2.44%	Increased
194	AIM Allen Investment Management New York	$9.61M	+$9.08M	1	2.03%	New
195	ARMC American Research & Management Company Marion, Massachusetts	$9.58M	-$210K	1	3.42%	Reduced
196	TD Asset Management Toronto, Ontario, Canada	$9.53M	-$216K	2	0.02%	Reduced
197	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.32M	+$2.43M	3	0.08%	Increased
198	BA Broadview Advisors Milwaukee, Wisconsin	$9.28M	-$136K	1	1%	Reduced
199	PL Parthenon LLC Louisville, Kentucky	$9.27M	-$110K	1	2.83%	Reduced
200	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.21M	-$308K	1	1.52%	Reduced