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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	DIA Dean Investment Associates Beavercreek, Ohio	$4.25M	-$639K	1	0.73%	Reduced
202	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.22M	-$210K	1	0.32%	Reduced
203	B BP London, United Kingdom	$4.12M	+$2.5M	1	0.16%	Increased
204	Allianz Asset Management Munich, Germany	$4.08M	-$160K	1	0%	Reduced
205	Raymond James & Associates St Petersburg, Florida	$4.02M	+$326K	2	0.01%	Increased
206	TCW Group Los Angeles, California	$4.01M	+$470K	1	0.03%	Increased
207	LI Lafayette Investments Ashton, Maryland	$4M	-$2.89K	1	1.53%	Reduced
208	Huntington National Bank Columbus, Ohio	$3.83M	-$377K	2	0.07%	Reduced
209	EI EAM Investors Solana Beach, California	$3.83M	+$3.22M	1	0.51%	New
210	State of Michigan Retirement System Lansing, Michigan	$3.8M	-$240K	1	0.03%	Reduced
211	Nomura Holdings Tokyo, Japan	$3.67M	+$169K	1	0.01%	Increased
212	Gulf International Bank (UK) London, United Kingdom	$3.6M	$0	1	0.06%	Maintained
213	Arizona State Retirement System Phoenix, Arizona	$3.55M	+$907	2	0.05%	Increased
214	CC Cannell & Co New York	$3.52M	-$34K	1	0.13%	Reduced
215	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.49M	-$42.9K	2	0.03%	Reduced
216	CAM ClariVest Asset Management San Diego, California	$3.42M	+$886K	1	0.09%	Increased
217	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.31M	-$25K	2	0.04%	Reduced
218	RHFI Reilly Herbert Faulkner III	$3.21M	+$183K	1	2.27%	Increased
219	JGC J. Goldman & Co New York	$3.21M	+$150K	1	0.21%	Increased
220	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.18M	+$2.89M	2	0%	New
221	RHJA Rice Hall James & Associates San Diego, California	$3.17M	-$51K	1	0.16%	Reduced
222	EULAV Asset Management Sarasota, Florida	$3.17M	+$848K	1	0.17%	Increased
223	GCP GSA Capital Partners London, United Kingdom	$3.15M	-$151K	1	0.19%	Reduced
224	1832 Asset Management Toronto, Ontario, Canada	$3.13M	$0	1	0.01%	Maintained
225	TIAA CREF Trust St Louis, Missouri	$3.1M	+$324K	1	0.02%	Increased