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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	CCC Cincinnati Casualty Company Fairfield, Ohio	$8.09M	$0	1	9.78%	Maintained
202	Comerica Bank Dallas, Texas	$8.05M	-$268K	2	0.06%	Reduced
203	AIG American International Group New York	$8.01M	-$71.4K	3	0.04%	Reduced
204	First Trust Advisors Wheaton, Illinois	$7.92M	-$475K	2	0.04%	Reduced
205	I.G. Investment Management Winnipeg, Manitoba, Canada	$7.79M	+$559K	1	0.03%	Increased
206	PFC Phocas Financial Corp Alameda, California	$7.72M	-$4.96M	1	0.74%	Reduced
207	Huntington National Bank Columbus, Ohio	$7.7M	+$830K	2	0.23%	Increased
208	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$7.5M	-$131K	1	0.08%	Reduced
209	Millennium Management New York	$7.4M	-$7.24M	3	0.02%	Reduced
210	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.15M	-$56.3K	1	1.45%	Reduced
211	KCM Kempner Capital Management Galveston, Texas	$6.95M	$0	1	2.82%	Maintained
212	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.91M	+$189K	2	0.04%	Increased
213	Glenmede Trust Philadelphia, Pennsylvania	$6.88M	+$3.25M	2	0.08%	Increased
214	SCM Schneider Capital Management Berwyn, Pennsylvania	$6.79M	-$293K	1	0.62%	Reduced
215	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$6.65M	-$53.4K	1	1.79%	Reduced
216	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.6M	-$324K	1	0.26%	Reduced
217	Brandywine Global Investment Management Philadelphia, Pennsylvania	$6.56M	+$68.1K	1	0.07%	Increased
218	MPM Meritage Portfolio Management Overland Park, Kansas	$6.52M	-$62.3K	1	0.84%	Reduced
219	Burney Company Reston, Virginia	$6.52M	+$1.55M	1	0.73%	Increased
220	SEI Trust Company Oaks, Pennsylvania	$6.5M	+$1.66M	1	0.07%	Increased
221	HR Howe & Rusling Rochester, New York	$6.4M	-$2.65M	2	2.34%	Reduced
222	IRF IBM Retirement Fund Armonk, New York	$6.36M	-$895K	1	0.09%	Reduced
223	TC TFS Capital West Chester, Pennsylvania	$6.34M	+$3.4M	2	0.29%	Increased
224	Nisa Investment Advisors St. Louis, Missouri	$6.33M	$0	1	0.1%	Maintained
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.3M	-$16.1M	2	0.07%	Reduced