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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	Verition Fund Management Greenwich, Connecticut	$31.3M	-$2.82M	4	0.14%	Reduced
177	Storebrand Asset Management Lysaker, Norway	$29.3M	+$19.3K	4	0.08%	Increased
178	Welch & Forbes Boston, Massachusetts	$29.1M	-$429K	1	0.36%	Reduced
179	Jain Global New York	$28.1M	+$19.4M	2	0.22%	Increased
180	CastleKnight Management New York	$28M	+$2.76M	2	0.79%	Increased
181	Natixis Advisors Boston, Massachusetts	$27.3M	-$6.21M	4	0.04%	Reduced
182	SAM Southernsun Asset Management Memphis, Tennessee	$27.3M	+$3.71M	1	3.83%	Increased
183	Canada Life Winnipeg, Manitoba, Canada	$26.5M	+$1.69M	3	0.04%	Increased
184	Davidson Kempner Capital Management New York	$26.4M	+$22.1M	1	0.38%	New
185	Comerica Bank Dallas, Texas	$26M	+$702K	3	0.1%	Increased
186	OP Oslo Pensjonsforsikring Oslo,	$24.9M	-$2.58M	2	3.89%	Reduced
187	Bank of Montreal Toronto, Ontario, Canada	$24.8M	-$5.49M	4	0.01%	Reduced
188	VARA Value Aligned Research Advisors Princeton, New Jersey	$24.7M	+$26M	1	0.52%	Increased
189	AI Aperture Investors New York	$24.6M	+$997K	1	3.22%	Increased
190	Fiera Capital (Canada) Montreal, Quebec, Canada	$24.4M	+$368K	1	0.08%	Increased
191	Stifel Financial St. Louis, Missouri	$23.4M	+$2.24M	4	0.02%	Increased
192	HC Henshaw Capital Woburn, Massachusetts	$23.4M	+$193K	2	0.93%	Increased
193	BNP Paribas Asset Management Paris, France	$23.1M	+$2.42M	3	0.06%	Increased
194	Zurich Cantonal Bank Zurich, Switzerland	$23.1M	+$2.98M	4	0.06%	Increased
195	Cannell & Spears New York	$23M	+$1.3M	2	0.46%	Increased
196	QRG Capital Management Chicago, Illinois	$22.9M	+$5.53M	2	0.2%	Increased
197	Peregrine Capital Management Minneapolis, Minnesota	$22.6M	+$2.32M	2	0.68%	Increased
198	Focus Partners Wealth Boston, Massachusetts	$22.6M	+$10.5M	2	0.05%	Increased
199	Tidal Investments Milwaukee, Wisconsin	$22.4M	-$700K	4	0.13%	Reduced
200	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.3M	-$1.29M	4	0.06%	Reduced