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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	CCMH Cornerstone Capital Management Holdings New York	$4.53M	-$357K	1	0.04%	Reduced
202	BUB BBVA USA Bancshares Houston, Texas	$4.46M	+$181K	1	0.2%	Increased
203	Aperio Group Sausalito, California	$4.45M	+$194K	2	0.05%	Increased
204	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.45M	-$140K	1	0.19%	Reduced
205	ACP Ashfield Capital Partners San Francisco, California	$4.41M	-$211K	1	0.23%	Reduced
206	TBA Train Babcock Advisors New York	$4.4M	+$21.4K	1	1.38%	Increased
207	State of Michigan Retirement System Lansing, Michigan	$4.35M	-$371K	1	0.03%	Reduced
208	HS HighVista Strategies Boston, Massachusetts	$4.33M	+$82.1K	1	0.69%	Increased
209	Russell Frank Company Seattle, Washington	$4.29M	-$17.8M	3	0.01%	Reduced
210	Andra AP-fonden Goteborg, Sweden	$4.23M	+$107K	1	0.12%	Increased
211	Public Employees Retirement Association of Colorado Denver, Colorado	$4.15M	+$559K	3	0.03%	Increased
212	Baird Milwaukee, Wisconsin	$4.13M	-$556K	2	0.04%	Reduced
213	KIC Keating Investment Counselors Delray Beach, Florida	$4.06M	-$134K	1	2.03%	Reduced
214	TSU TD Securities (USA) New York	$4.05M	-$301K	1	0.06%	Reduced
215	1832 Asset Management Toronto, Ontario, Canada	$3.73M	-$5.05M	1	0.01%	Reduced
216	BA Broadview Advisors Milwaukee, Wisconsin	$3.69M	-$2.63M	1	0.37%	Reduced
217	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$3.68M	+$271K	1	0.42%	Increased
218	Ronald Blue & Co Roswell, Georgia	$3.67M	+$546K	1	0.18%	Increased
219	Aberdeen Asset Management Aberdeen, United Kingdom	$3.55M	-$139K	1	0.01%	Reduced
220	BNP Paribas Financial Markets Paris, France	$3.54M	-$2.14M	3	0.01%	Reduced
221	LI Lafayette Investments Ashton, Maryland	$3.5M	$0	1	1.48%	Maintained
222	CC Cannell & Co New York	$3.41M	+$1.61M	1	0.1%	Increased
223	Gulf International Bank (UK) London, United Kingdom	$3.33M	$0	1	0.06%	Maintained
224	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$3.29M	+$79.1K	1	0.06%	Increased
225	GD Grandfield & Dodd New York	$3.25M	-$47K	1	0.5%	Reduced