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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	CCC Cincinnati Casualty Company Fairfield, Ohio	$11.4M	$0	1	7.78%	Maintained
177	Renaissance Technologies New York	$11.2M	-$21.1M	3	0.01%	Reduced
178	DCCA D.C. Capital Advisors New York	$11.2M	-$1.08M	1	38.65%	Reduced
179	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.1M	-$192K	1	1.68%	Reduced
180	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10.9M	-$63.9K	2	0.56%	Reduced
181	Bahl & Gaynor Cincinnati, Ohio	$10.9M	+$18.2K	2	0.07%	Increased
182	PCA Private Capital Advisors Darien, Connecticut	$10.8M	-$131K	1	2.18%	Reduced
183	Erste Asset Management Vienna, Austria	$10.8M	+$709K	1	0.3%	Increased
184	Natixis Paris, France	$10.6M	+$6.26M	1	0.04%	Increased
185	Employees Retirement System of Texas Austin, Texas	$10.6M	-$14.8M	2	0.17%	Reduced
186	Pictet Asset Management (UK) London, United Kingdom	$10.5M	-$321K	3	0.01%	Reduced
187	Gotham Asset Management New York	$10.2M	-$2.56M	2	0.34%	Reduced
188	HighTower Advisors Chicago, Illinois	$10M	+$1.21M	3	0.04%	Increased
189	Eagle Asset Management St Petersburg, Florida	$9.75M	-$963K	1	0.06%	Reduced
190	Personal Capital Advisors Redwood City, California	$9.69M	-$277K	1	0.06%	Reduced
191	MPA Marvin & Palmer Associates Wilmington, Delaware	$9.65M	+$9.84M	1	3.85%	New
192	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.43M	-$211K	3	0.04%	Reduced
193	State of Alaska Department of Revenue Juneau, Alaska	$9.34M	-$1.78M	3	0.11%	Reduced
194	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$9.18M	+$8.3M	1	0.29%	New
195	Teacher Retirement System of Texas Austin, Texas	$8.98M	-$2.2M	3	0.05%	Reduced
196	FEG Financial Enhancement Group Anderson, Indiana	$8.62M	+$8.11M	1	1.83%	New
197	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.52M	+$616K	1	0.04%	Increased
198	Aviva London, United Kingdom	$8.51M	-$982K	3	0.04%	Reduced
199	Ensign Peak Advisors Salt Lake City, Utah	$8.47M	-$1.14M	3	0.02%	Reduced
200	Asset Management One Tokyo, Japan	$8.46M	-$125K	1	0.03%	Reduced