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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	AC Ascend Capital Orinda, California	$7.47M	+$7.71M	1	0.3%	New
177	HL Financial Services Louisville, Kentucky	$7.42M	-$215K	1	0.13%	Reduced
178	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.33M	-$17.3M	3	0.02%	Reduced
179	Cookson Peirce & Co Pittsburgh, Pennsylvania	$7.27M	+$7.51M	1	0.66%	New
180	Retirement Systems of Alabama Montgomery, Alabama	$7.25M	-$175K	1	0.04%	Reduced
181	SEI Investments Oaks, Pennsylvania	$6.98M	+$1.2M	2	0.03%	Increased
182	Two Sigma Advisers New York	$6.68M	+$1.57M	2	0.02%	Increased
183	Nisa Investment Advisors St. Louis, Missouri	$6.6M	+$86.5K	1	0.07%	Increased
184	TA Teton Advisors Rye, New York	$6.59M	$0	1	0.62%	Maintained
185	Granahan Investment Management Waltham, Massachusetts	$6.51M	+$83.9K	1	0.47%	Increased
186	KeyBank National Association Cleveland, Ohio	$6.39M	-$98.4K	3	0.04%	Reduced
187	Eagle Asset Management St Petersburg, Florida	$6.39M	+$2.25M	1	0.03%	Increased
188	PWM Patriot Wealth Management Houston, Texas	$6.38M	+$162K	1	0.91%	Increased
189	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.25M	+$3.3M	2	0.04%	Increased
190	SCA Secor Capital Advisors New York	$6.2M	+$6.41M	2	0.51%	New
191	Axa Paris, France	$5.93M	+$3.43M	2	0.02%	Increased
192	Old National Bancorp Evansville, Indiana	$5.86M	+$4.76M	1	0.31%	Increased
193	HighTower Advisors Chicago, Illinois	$5.85M	+$333K	2	0.05%	Increased
194	Andra AP-fonden Goteborg, Sweden	$5.82M	+$2.72M	1	0.15%	Increased
195	MetLife Investment Management Whippany, New Jersey	$5.8M	-$176K	3	0.07%	Reduced
196	Marshall Wace North America New York	$5.78M	+$6.18M	2	0.03%	New
197	Fjarde Ap-fonden Stockholm, Sweden	$5.77M	+$367K	1	0.09%	Increased
198	Commerce Bank Kansas City, Missouri	$5.75M	-$180K	1	0.08%	Reduced
199	ARTA A.R.T. Advisors New York	$5.7M	+$1.47M	2	0.23%	Increased
200	CAM Centre Asset Management New York	$5.62M	+$5.8M	1	1.3%	New