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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	ACI AMP Capital Investors Sydney, Australia	$4.6M	-$168K	2	0.03%	Reduced
177	Aviva London, United Kingdom	$4.55M	-$1.95M	1	0.04%	Reduced
178	SCP Scoria Capital Partners Stamford, Connecticut	$4.51M	+$4.95M	1	1.12%	New
179	Andra AP-fonden Goteborg, Sweden	$4.51M	+$1.09M	1	0.13%	Increased
180	PCM Penn Capital Management Philadelphia, Pennsylvania	$4.49M	+$5.32M	1	0.24%	New
181	LSV Asset Management Chicago, Illinois	$4.46M	-$116K	1	0.01%	Reduced
182	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$4.4M	-$73.6K	1	1.04%	Reduced
183	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.38M	+$181K	1	0.6%	Increased
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.36M	-$877K	3	0.03%	Reduced
185	Arrowstreet Capital Boston, Massachusetts	$4.17M	-$66.7K	3	0.02%	Reduced
186	Fifth Third Bancorp Cincinnati, Ohio	$4.11M	-$336K	2	0.04%	Reduced
187	Royal Bank of Canada Toronto, Ontario, Canada	$4.1M	-$10.1M	3	0%	Reduced
188	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.07M	-$35.8M	1	0.22%	Reduced
189	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.04M	-$100K	1	0.04%	Reduced
190	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.95M	-$81.5K	1	0.01%	Reduced
191	BUB BBVA USA Bancshares Houston, Texas	$3.88M	+$104K	1	0.3%	Increased
192	HS HighVista Strategies Boston, Massachusetts	$3.87M	+$202K	1	0.73%	Increased
193	TPSF Texas Permanent School Fund Austin, Texas	$3.84M	-$202K	2	0.05%	Reduced
194	Huntington National Bank Columbus, Ohio	$3.82M	-$631K	2	0.1%	Reduced
195	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$3.81M	+$462K	1	0.08%	Increased
196	Baird Financial Group Milwaukee, Wisconsin	$3.81M	+$270K	2	0.04%	Increased
197	British Columbia Investment Management Victoria, British Columbia, Canada	$3.75M	-$2.41M	1	0.04%	Reduced
198	Nisa Investment Advisors St. Louis, Missouri	$3.64M	-$125K	1	0.06%	Reduced
199	TBA Train Babcock Advisors New York	$3.63M	-$8.15K	1	1.29%	Reduced
200	SFP Santa Fe Partners Santa Fe, New Mexico	$3.61M	+$767K	1	0.48%	Increased