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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	Nippon Life Global Investors Americas New York	$3.15M	-$6.16M	1	0.3%	Reduced
202	MCM McKinley Capital Management Anchorage, Alaska	$3.12M	-$1.21M	1	0.11%	Reduced
203	Winton Group London, United Kingdom	$3.12M	+$623K	1	0.05%	Increased
204	FHAM Folger Hill Asset Management New York	$3.09M	+$3M	1	0.18%	New
205	Public Employees Retirement Association of Colorado Denver, Colorado	$3.08M	-$8.26M	3	0.03%	Reduced
206	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.08M	$0	2	0.04%	Maintained
207	1832 Asset Management Toronto, Ontario, Canada	$3.07M	$0	1	0.01%	Maintained
208	Andra AP-fonden Goteborg, Sweden	$3.07M	+$716K	1	0.08%	Increased
209	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.05M	+$1.84M	1	0.01%	Increased
210	BNP Paribas Asset Management Paris, France	$3M	+$146K	1	0.03%	Increased
211	JGC J. Goldman & Co New York	$3M	+$2.92M	1	0.17%	New
212	RHFI Reilly Herbert Faulkner III	$2.97M	+$189K	1	2.21%	Increased
213	Point72 Asset Management Stamford, Connecticut	$2.95M	+$2.87M	1	0.02%	New
214	BNP Paribas Financial Markets Paris, France	$2.95M	-$1.11M	3	0.01%	Reduced
215	HighTower Advisors Chicago, Illinois	$2.92M	+$1.33M	2	0.03%	Increased
216	ExxonMobil Investment Management Irving, Texas	$2.92M	-$37.8K	1	0.06%	Reduced
217	GD Grandfield & Dodd New York	$2.88M	-$36K	1	0.38%	Reduced
218	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.85M	-$12.6K	1	0.49%	Reduced
219	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.82M	-$70.8K	1	0.03%	Reduced
220	NFG NewFocus Financial Group Vancouver, Washington	$2.79M	+$7.81K	1	2.02%	Increased
221	ACP Ashfield Capital Partners San Francisco, California	$2.73M	-$18.8K	1	0.23%	Reduced
222	Fjarde Ap-fonden Stockholm, Sweden	$2.71M	+$115K	1	0.06%	Increased
223	TIAA CREF Trust St Louis, Missouri	$2.71M	+$90K	1	0.02%	Increased
224	ECM Estabrook Capital Management New York	$2.71M	-$1.56K	1	0.4%	Reduced
225	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.66M	+$68K	2	0.02%	Increased