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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	$13.6M	$0	1	8.06%	Maintained
177	Paradigm Capital Management Inc Albany, New York	$13.5M	+$7.77M	1	0.65%	Increased
178	Driehaus Capital Management Chicago, Illinois	$13.5M	-$217K	1	0.18%	Reduced
179	Sessa Capital New York	$13.4M	-$20.6M	1	0.5%	Reduced
180	MN Services Vermogensbeheer The Hague, Netherlands	$13.4M	+$15.5M	1	0.1%	New
181	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.3M	+$1.11M	1	0.02%	Increased
182	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13M	+$30.8K	2	0.58%	Increased
183	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.9M	-$214K	1	1.78%	Reduced
184	PCA Private Capital Advisors Darien, Connecticut	$12.8M	-$64.9K	1	2.16%	Reduced
185	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$12.4M	+$1.65M	1	0.61%	Increased
186	People's United Financial Bridgeport, Connecticut	$12.3M	+$572K	1	0.28%	Increased
187	Bahl & Gaynor Cincinnati, Ohio	$12.3M	-$150K	2	0.08%	Reduced
188	Nisa Investment Advisors St. Louis, Missouri	$12.1M	-$1.13M	4	0.08%	Reduced
189	TD Asset Management Toronto, Ontario, Canada	$12.1M	+$1.67M	1	0.01%	Increased
190	Voloridge Investment Management Jupiter, Florida	$12M	-$266K	2	0.08%	Reduced
191	HighTower Advisors Chicago, Illinois	$11.9M	-$163K	3	0.03%	Reduced
192	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.8M	+$338K	2	0.05%	Increased
193	LPU Lansdowne Partners (UK) London, United Kingdom	$11.8M	+$11.7M	1	0.47%	New
194	Pictet Asset Management (UK) London, United Kingdom	$11.7M	-$319K	2	0.01%	Reduced
195	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.6M	-$1.55M	1	1.12%	Reduced
196	William Blair & Company Chicago, Illinois	$11.4M	+$422K	1	0.04%	Increased
197	HA Heartland Advisors Milwaukee, Wisconsin	$11.4M	+$352K	1	0.66%	Increased
198	Handelsbanken Fonder Stockholm, Sweden	$11.2M	+$4.19M	3	0.06%	Increased
199	Harris Associates Chicago, Illinois	$11.1M	-$3.73M	1	0.02%	Reduced
200	MUFG Securities EMEA London, United Kingdom	$11.1M	-$5.46M	1	0.11%	Reduced