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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	Chartwell Investment Partners Berywn, Pennsylvania	$15.3M	+$610K	3	0.58%	Increased
177	EIP Easterly Investment Partners Beverly, Massachusetts	$15.3M	-$9.68M	2	1.35%	Reduced
178	Balyasny Asset Management Chicago, Illinois	$15.1M	-$1.15M	2	0.04%	Reduced
179	Citigroup New York	$15M	-$10.4M	4	0.01%	Reduced
180	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.6M	+$2.38M	1	2.32%	Increased
181	Farmers & Merchants Investments Inc Lincoln, Nebraska	$14.5M	+$789K	3	0.58%	Increased
182	TPSF Texas Permanent School Fund Austin, Texas	$14.5M	+$3.7M	3	0.14%	Increased
183	Schroder Investment Management Group London, United Kingdom	$14.4M	+$902K	2	0.02%	Increased
184	Osaic Holdings Scottsdale, Arizona	$14.1M	+$862K	4	0.03%	Increased
185	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$14M	-$504K	2	0.03%	Reduced
186	Busey Bank Urbana, Illinois	$13.8M	+$13.6K	1	0.58%	Increased
187	Bahl & Gaynor Cincinnati, Ohio	$13.7M	+$782K	2	0.07%	Increased
188	CCC Cincinnati Casualty Company Fairfield, Ohio	$13.7M	$0	1	8.57%	Maintained
189	EGI EAM Global Investors Solana Beach, California	$13.6M	+$7.73M	3	3.83%	Increased
190	Candriam SCA Strassen, Luxembourg, Luxembourg	$13.4M	+$1.23M	1	0.09%	Increased
191	Ensign Peak Advisors Salt Lake City, Utah	$13.2M	+$450K	3	0.03%	Increased
192	Douglass Winthrop Advisors New York	$12.9M	$0	1	0.34%	Maintained
193	Chevy Chase Trust Bethesda, Maryland	$12.8M	+$68.1K	1	0.05%	Increased
194	Handelsbanken Fonder Stockholm, Sweden	$12.7M	+$1.35M	3	0.07%	Increased
195	BPIM Brant Point Investment Management New York	$12.7M	+$837K	2	2.12%	Increased
196	Eagle Asset Management St Petersburg, Florida	$12.7M	-$2.33M	1	0.07%	Reduced
197	MetLife Investment Management Whippany, New Jersey	$12.7M	-$236K	4	0.09%	Reduced
198	Algert Global San Francisco, California	$12.6M	+$7.96M	3	0.6%	Increased
199	Dana Investment Advisors Waukesha, Wisconsin	$12.6M	+$488K	1	0.64%	Increased
200	Cerity Partners New York	$12.6M	-$22.3K	1	0.03%	Reduced