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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	Zurich Cantonal Bank Zurich, Switzerland	$5.35M	-$9.34M	3	0.05%	Reduced
202	KLC Knowledge Leaders Capital Denver, Colorado	$5.34M	+$7.54K	1	4.77%	Increased
203	Zurich Insurance Group Zurich, Switzerland	$5.13M	+$2.13M	1	0.12%	Increased
204	FA Friess Associates Greenville, Delaware	$5.12M	+$435K	1	0.42%	Increased
205	Capital Fund Management (CFM) Paris, France	$5.09M	+$5.27M	2	0.03%	New
206	Schonfeld Strategic Advisors New York	$5.09M	+$3.82M	2	0.38%	Increased
207	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$5.09M	-$122K	1	0.04%	Reduced
208	Cubist Systematic Strategies Stamford, Connecticut	$4.97M	+$3.84M	2	0.29%	Increased
209	TPSF Texas Permanent School Fund Austin, Texas	$4.96M	-$288K	2	0.07%	Reduced
210	CIBC World Markets New York	$4.93M	-$2.56M	1	0.05%	Reduced
211	ACM ADI Capital Management New York	$4.91M	+$5.07M	1	3.87%	New
212	BSCP Bay Street Capital Partners New York	$4.91M	+$5.07M	1	6%	New
213	RHFI Reilly Herbert Faulkner III	$4.86M	+$183K	1	2.76%	Increased
214	EULAV Asset Management Sarasota, Florida	$4.84M	$0	1	0.23%	Maintained
215	Gulf International Bank (UK) London, United Kingdom	$4.82M	-$80.4K	1	0.06%	Reduced
216	SRAM Stone Ridge Asset Management New York	$4.8M	-$2.62M	2	0.28%	Reduced
217	Laurion Capital Management New York	$4.72M	-$280K	1	0.04%	Reduced
218	Bridgeway Capital Management Houston, Texas	$4.71M	+$1.14M	1	0.05%	Increased
219	OAM Oxford Asset Management Oxford, United Kingdom	$4.59M	+$1.72M	2	0.1%	Increased
220	Citigroup New York	$4.52M	-$25.1M	3	0%	Reduced
221	OC Oarsman Capital Milwaukee, Wisconsin	$4.51M	-$686K	1	2.05%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$4.46M	-$20.3K	1	0.04%	Reduced
223	Jane Street New York	$4.46M	+$2.77M	2	0.01%	Increased
224	Castleark Management Chicago, Illinois	$4.41M	-$2.82M	1	0.14%	Reduced
225	Huntington National Bank Columbus, Ohio	$4.33M	-$183K	2	0.07%	Reduced