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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	SICM Sustainable Insight Capital Management New York	$4.71M	+$4.47M	1	1.78%	New
202	Huntington National Bank Columbus, Ohio	$4.63M	-$150K	2	0.07%	Reduced
203	State of Michigan Retirement System Lansing, Michigan	$4.61M	-$153K	1	0.04%	Reduced
204	TIAA FSB Jacksonville, Florida	$4.6M	+$131K	1	0.03%	Increased
205	EULAV Asset Management Sarasota, Florida	$4.55M	$0	1	0.22%	Maintained
206	FA Friess Associates Greenville, Delaware	$4.51M	-$1.75M	1	0.37%	Reduced
207	ARTA A.R.T. Advisors New York	$4.46M	+$4.24M	1	0.2%	New
208	Raymond James & Associates St Petersburg, Florida	$4.38M	+$761K	2	0.01%	Increased
209	DIA Dean Investment Associates Beavercreek, Ohio	$4.1M	-$27.8K	1	0.63%	Reduced
210	NI Nuance Investments Kansas City, Missouri	$4.1M	+$62.4K	1	0.27%	Increased
211	Two Sigma Investments New York	$4.06M	-$6.67M	1	0.01%	Reduced
212	Xact Kapitalforvaltning Stockholm, Sweden	$4.05M	+$434K	2	0.1%	Increased
213	NFG NewFocus Financial Group Vancouver, Washington	$3.96M	+$50.6K	1	2.41%	Increased
214	Assenagon Asset Management Senningerberg, Luxembourg	$3.95M	+$1.94M	2	0.04%	Increased
215	Public Employees Retirement Association of Colorado Denver, Colorado	$3.94M	+$94.5K	3	0.03%	Increased
216	Fifth Third Bancorp Cincinnati, Ohio	$3.92M	+$913K	1	0.03%	Increased
217	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.91M	+$765K	2	0.17%	Increased
218	LI Lafayette Investments Ashton, Maryland	$3.9M	-$382K	1	1.39%	Reduced
219	GD Grandfield & Dodd New York	$3.75M	-$47.9K	1	0.4%	Reduced
220	LBC Lowe Brockenbrough & Co Richmond, Virginia	$3.75M	+$13.4K	1	0.54%	Increased
221	Eagle Asset Management St Petersburg, Florida	$3.74M	+$99.3K	1	0.02%	Increased
222	Regions Financial Corp Birmingham, Alabama	$3.56M	+$457K	1	0.04%	Increased
223	TCW Group Los Angeles, California	$3.56M	-$283K	1	0.03%	Reduced
224	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.55M	+$27.6K	1	0.06%	Increased
225	ECM Estabrook Capital Management New York	$3.54M	-$62.3K	1	0.53%	Reduced