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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	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.9M	-$157K	1	1.73%	Reduced
177	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.8M	+$22.3K	2	0.57%	Increased
178	Bahl & Gaynor Cincinnati, Ohio	$11.8M	+$57.4K	2	0.07%	Increased
179	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.7M	+$2.56M	1	1.22%	Increased
180	PCA Private Capital Advisors Darien, Connecticut	$11.7M	-$12.7K	1	2.18%	Reduced
181	GF Greenhouse Funds Baltimore, Maryland	$11.5M	+$10.6M	1	1.24%	New
182	E Ergoteles New York	$11.4M	+$10.5M	2	0.36%	New
183	HighTower Advisors Chicago, Illinois	$11.3M	+$348K	3	0.04%	Increased
184	Voloridge Investment Management Jupiter, Florida	$11.2M	+$3.88M	1	0.08%	Increased
185	Employees Retirement System of Texas Austin, Texas	$11.2M	-$1.02M	2	0.14%	Reduced
186	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.1M	-$1.9M	1	0.02%	Reduced
187	Pictet Asset Management (UK) London, United Kingdom	$10.9M	-$439K	3	0.01%	Reduced
188	BNP Paribas Financial Markets Paris, France	$10.9M	-$4.47M	4	0.02%	Reduced
189	People's United Financial Bridgeport, Connecticut	$10.7M	+$3.21M	1	0.26%	Increased
190	Assenagon Asset Management Senningerberg, Luxembourg	$10.7M	-$9.24M	2	0.04%	Reduced
191	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.5M	+$1.12M	2	0.05%	Increased
192	Erste Asset Management Vienna, Austria	$10M	-$1.36M	1	0.25%	Reduced
193	William Blair & Company Chicago, Illinois	$9.99M	+$1.73M	1	0.04%	Increased
194	CSM Advisors Warrendale, Pennsylvania	$9.93M	+$9.22M	1	1.4%	New
195	CCG Cypress Capital Group Palm Beach, Florida	$9.87M	+$9.17M	1	1.4%	New
196	HA Heartland Advisors Milwaukee, Wisconsin	$9.84M	+$3.08M	1	0.62%	Increased
197	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$9.76M	+$819K	1	0.55%	Increased
198	Asset Management One Tokyo, Japan	$9.72M	+$314K	1	0.04%	Increased
199	Personal Capital Advisors Redwood City, California	$9.56M	-$652K	1	0.06%	Reduced
200	State of Alaska Department of Revenue Juneau, Alaska	$9.52M	-$612K	3	0.1%	Reduced