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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	RAM Rempart Asset Management Montreal, Canada	$24M	-$61.7K	1	4.62%	Reduced
177	UBS O'Connor Chicago, Illinois	$23.8M	+$14.5M	2	0.68%	Increased
178	Jennison Associates New York	$23.6M	+$18.9M	2	0.02%	Increased
179	Busey Bank Urbana, Illinois	$23.5M	-$512K	1	0.83%	Reduced
180	State of Tennessee, Department of Treasury Nashville, Tennessee	$23.5M	+$7.94M	3	0.09%	Increased
181	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.4M	+$1.97M	4	0.07%	Increased
182	Schonfeld Strategic Advisors New York	$22.6M	-$8.27M	3	0.15%	Reduced
183	JLBC J.L. Bainbridge & Co Sarasota, Florida	$22.5M	-$85K	1	2.39%	Reduced
184	HC Henshaw Capital Woburn, Massachusetts	$22M	$0	1	1.03%	Maintained
185	TPSF Texas Permanent School Fund Austin, Texas	$21.3M	+$186K	3	0.17%	Increased
186	Axiom Investors Greenwich, Connecticut	$21.2M	-$4.53M	1	0.19%	Reduced
187	Vontobel Holding Zurich, Switzerland	$20.8M	+$14.1M	2	0.17%	Increased
188	TCW Group Los Angeles, California	$20.8M	-$656K	1	0.21%	Reduced
189	Chilton Capital Management Houston, Texas	$20.7M	+$936K	1	0.98%	Increased
190	ECM Engle Capital Management Greenwich, Connecticut	$20.4M	+$11.6M	1	5.7%	Increased
191	Aviva London, United Kingdom	$20.3M	-$973K	2	0.07%	Reduced
192	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$20.2M	+$5.7M	1	1.5%	Increased
193	Yousif Capital Management Bloomfield Hills, Michigan	$19.9M	-$457K	3	0.22%	Reduced
194	Beck Mack & Oliver New York	$19.8M	-$843K	1	0.4%	Reduced
195	PL Parthenon LLC Louisville, Kentucky	$19.5M	+$23.4K	1	2.48%	Increased
196	BAMCO Inc New York	$19.3M	+$2.05M	1	0.05%	Increased
197	Congress Wealth Management Boston, Massachusetts	$19.3M	+$1.12M	1	0.33%	Increased
198	Guggenheim Capital Chicago, Illinois	$19M	+$4.23M	3	0.13%	Increased
199	Ensign Peak Advisors Salt Lake City, Utah	$18.9M	-$815K	4	0.03%	Reduced
200	BCM Bornite Capital Management New York	$18.9M	+$16.1M	1	3.16%	New