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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	Capital Fund Management (CFM) Paris, France	$3.61M	+$3.69M	1	0.04%	Increased
202	KIC Keating Investment Counselors Delray Beach, Florida	$3.45M	+$39.2K	1	1.86%	Increased
203	ACP Ashfield Capital Partners San Francisco, California	$3.37M	-$236K	1	0.22%	Reduced
204	PP PDT Partners New York	$3.25M	+$2.26M	2	0.07%	Increased
205	State of Michigan Retirement System Lansing, Michigan	$3.24M	-$351K	1	0.03%	Reduced
206	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.2M	-$1.32M	2	0.03%	Reduced
207	Fiduciary Trust Boston, Massachusetts	$3.2M	-$265K	1	0.14%	Reduced
208	TCW Group Los Angeles, California	$3.14M	+$136K	1	0.02%	Increased
209	Royal London Asset Management United Kingdom	$3.11M	+$3.41M	1	0.05%	New
210	Bridgewater Associates Westport, Connecticut	$3.09M	-$226K	1	0.04%	Reduced
211	SEI Investments Oaks, Pennsylvania	$3.07M	+$748K	3	0.03%	Increased
212	ARTA A.R.T. Advisors New York	$3.04M	+$3.03M	2	0.11%	Increased
213	LI Lafayette Investments Ashton, Maryland	$3.03M	+$150K	1	1.32%	Increased
214	Arizona State Retirement System Phoenix, Arizona	$2.82M	+$3.1M	2	0.04%	New
215	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.81M	+$954K	1	0.32%	Increased
216	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.79M	+$2.45M	2	0.01%	Increased
217	1832 Asset Management Toronto, Ontario, Canada	$2.78M	-$215K	1	0.01%	Reduced
218	Millennium Management New York	$2.78M	-$33M	3	0.01%	Reduced
219	CC Cannell & Co New York	$2.75M	-$62.7K	1	0.09%	Reduced
220	Gulf International Bank (UK) London, United Kingdom	$2.72M	-$37.6K	1	0.05%	Reduced
221	Oppenheimer & Co New York	$2.71M	-$396K	1	0.08%	Reduced
222	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.66M	-$32.2K	2	0%	Reduced
223	Aberdeen Asset Management Aberdeen, United Kingdom	$2.65M	-$101K	1	0.01%	Reduced
224	CCM Cadence Capital Management Boston, Massachusetts	$2.65M	-$702K	1	0.19%	Reduced
225	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.65M	+$2.2M	1	0.01%	Increased