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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
201	IRF IBM Retirement Fund Armonk, New York	$6.31M	+$6.07M	1	0.08%	New
202	Panagora Asset Management Boston, Massachusetts	$6.26M	+$5.92M	3	0.03%	New
203	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.23M	+$5.99M	1	1.34%	New
204	I.G. Investment Management Winnipeg, Manitoba, Canada	$6.23M	+$5.99M	1	0.03%	New
205	Irish Life Investment Managers Dublin, Ireland	$6.16M	+$5.92M	3	0.08%	New
206	KCM Kempner Capital Management Galveston, Texas	$6.01M	+$5.78M	1	2.52%	New
207	Huntington National Bank Columbus, Ohio	$5.91M	+$5.68M	2	0.18%	New
208	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$5.8M	+$5.58M	1	1.7%	New
209	Commerzbank Aktiengesellschaft Frankfurt, Germany	$5.78M	+$5.56M	1	0.03%	New
210	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.77M	+$5.27M	1	0.23%	New
211	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.74M	+$5.47M	2	0.04%	New
212	Royal Bank of Canada Toronto, Ontario, Canada	$5.73M	+$5.49M	3	0%	New
213	GD Grandfield & Dodd New York	$5.73M	+$5.51M	1	1.08%	New
214	MPM Meritage Portfolio Management Overland Park, Kansas	$5.7M	+$5.48M	1	0.82%	New
215	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.61M	+$5.39M	1	0.06%	New
216	Gotham Asset Management New York	$5.56M	+$5.1M	3	0.24%	New
217	SG Americas Securities New York	$5.5M	+$5.29M	2	0.03%	New
218	Nisa Investment Advisors St. Louis, Missouri	$5.47M	+$5.26M	1	0.08%	New
219	O'Shaughnessy Asset Management Stamford, Connecticut	$5.43M	+$4.95M	1	0.14%	New
220	ACP Ashfield Capital Partners San Francisco, California	$5.41M	+$5.2M	1	0.29%	New
221	State of Michigan Retirement System Lansing, Michigan	$5.4M	+$5.19M	1	0.05%	New
222	SCM Schneider Capital Management Berwyn, Pennsylvania	$5.29M	+$4.69M	1	0.5%	New
223	CAM Capstone Asset Management Houston, Texas	$5.29M	+$5.21M	2	0.14%	New
224	KIC Keating Investment Counselors Delray Beach, Florida	$5.24M	+$5.04M	1	2.95%	New
225	First National Bank of Omaha Omaha, Nebraska	$5.2M	+$5M	1	0.44%	New