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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	Two Sigma Investments New York	$3.71M	+$3.06M	1	0.01%	New
202	TIAA FSB Jacksonville, Florida	$3.71M	+$3.74M	1	0.03%	New
203	EI EAM Investors Solana Beach, California	$3.71M	+$3.05M	1	0.61%	New
204	DCCA D.C. Capital Advisors New York	$3.67M	+$559K	1	2.54%	Increased
205	CC Cannell & Co New York	$3.63M	-$8.09K	1	0.13%	Reduced
206	UBS O'Connor Chicago, Illinois	$3.61M	-$1.13M	1	0.06%	Reduced
207	TA Tiptree Advisors New York	$3.6M	-$2.55M	1	1.29%	Reduced
208	Raymond James & Associates St Petersburg, Florida	$3.54M	-$861K	2	0.01%	Reduced
209	Nomura Holdings Tokyo, Japan	$3.46M	+$610K	1	0.01%	Increased
210	Eagle Asset Management St Petersburg, Florida	$3.45M	+$112K	1	0.02%	Increased
211	DIA Dean Investment Associates Beavercreek, Ohio	$3.3M	$0	1	0.5%	Maintained
212	Public Employees Retirement Association of Colorado Denver, Colorado	$3.21M	+$130	3	0.02%	Increased
213	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.17M	-$222K	2	0.04%	Reduced
214	NFG NewFocus Financial Group Vancouver, Washington	$3.1M	+$32.7K	1	1.75%	Increased
215	Fjarde Ap-fonden Stockholm, Sweden	$3.07M	+$525K	1	0.06%	Increased
216	GD Grandfield & Dodd New York	$3.06M	-$74.7K	1	0.36%	Reduced
217	NI Nuance Investments Kansas City, Missouri	$3.06M	+$267K	1	0.23%	Increased
218	Manning & Napier Advisors Fairport, New York	$3.04M	+$3.06M	1	0.03%	New
219	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.04M	+$2.63M	2	0.15%	Increased
220	TCW Group Los Angeles, California	$2.98M	-$88K	1	0.02%	Reduced
221	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.97M	-$95.6K	1	0.47%	Reduced
222	I IberiaBank Lafayette, Louisiana	$2.92M	+$9.85K	1	0.87%	Increased
223	IP Interval Partners New York	$2.89M	-$49.4M	1	0.13%	Reduced
224	KIC Keating Investment Counselors Delray Beach, Florida	$2.87M	-$1.04M	1	1.26%	Reduced
225	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.87M	+$346K	1	0.05%	Increased