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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	D.E. Shaw & Co New York	$4.87M	-$992K	2	0.01%	Reduced
177	Nisa Investment Advisors St. Louis, Missouri	$4.85M	-$1.79K	2	0.06%	Reduced
178	DIA Dean Investment Associates Beavercreek, Ohio	$4.83M	-$3.82K	1	0.9%	Reduced
179	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$4.59M	+$161K	1	0.04%	Increased
180	KIC Keating Investment Counselors Delray Beach, Florida	$4.53M	-$13.5K	1	2.21%	Reduced
181	Commerce Bank Kansas City, Missouri	$4.5M	-$150K	1	0.07%	Reduced
182	TPSF Texas Permanent School Fund Austin, Texas	$4.39M	-$186K	2	0.06%	Reduced
183	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.37M	+$266K	1	0.29%	Increased
184	Huntington National Bank Columbus, Ohio	$4.14M	+$359K	2	0.08%	Increased
185	Marshall Wace London, United Kingdom	$4M	+$867K	1	0.03%	Increased
186	State of Michigan Retirement System Lansing, Michigan	$3.99M	+$14.4K	1	0.03%	Increased
187	AIM Allen Investment Management New York	$3.97M	-$20.7M	1	0.25%	Reduced
188	LI Lafayette Investments Ashton, Maryland	$3.94M	-$20.8K	1	1.59%	Reduced
189	Viking Global Investors Stamford, Connecticut	$3.91M	+$3.8M	1	0.02%	New
190	CCMH Cornerstone Capital Management Holdings New York	$3.64M	+$686K	2	0.03%	Increased
191	Raymond James & Associates St Petersburg, Florida	$3.58M	+$23.5K	2	0.01%	Increased
192	Gulf International Bank (UK) London, United Kingdom	$3.54M	$0	1	0.06%	Maintained
193	CC Cannell & Co New York	$3.49M	-$43K	1	0.13%	Reduced
194	TCW Group Los Angeles, California	$3.46M	-$39.8K	1	0.03%	Reduced
195	Allianz Asset Management Munich, Germany	$3.45M	+$316K	2	0%	Increased
196	Fiduciary Trust Boston, Massachusetts	$3.43M	+$93.2K	1	0.12%	Increased
197	Nomura Holdings Tokyo, Japan	$3.42M	-$303K	1	0.01%	Reduced
198	Arizona State Retirement System Phoenix, Arizona	$3.41M	+$11.6K	2	0.05%	Increased
199	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.37M	+$387K	2	0.04%	Increased
200	RHJA Rice Hall James & Associates San Diego, California	$3.17M	+$1.03M	1	0.17%	Increased