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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	ARMC American Research & Management Company Marion, Massachusetts	$5.61M	-$1.43M	1	1.95%	Reduced
202	TCM Tygh Capital Management Portland, Oregon	$5.56M	+$5.72M	1	0.94%	New
203	Victory Capital Management San Antonio, Texas	$5.56M	-$12.9M	3	0.01%	Reduced
204	AAC Asset Advisors Corp Augusta, Georgia	$5.52M	-$7.51M	1	0.96%	Reduced
205	HL Financial Services Louisville, Kentucky	$5.39M	-$1.52M	1	0.09%	Reduced
206	HighTower Advisors Chicago, Illinois	$5.28M	-$137K	2	0.04%	Reduced
207	CIBC World Markets New York	$5.27M	+$754K	1	0.05%	Increased
208	Busey Bank Urbana, Illinois	$5.16M	+$5.35M	1	0.51%	New
209	Guggenheim Capital Chicago, Illinois	$5.15M	-$32M	2	0.03%	Reduced
210	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.08M	-$3.27M	2	0.25%	Reduced
211	Old National Bancorp Evansville, Indiana	$4.97M	-$451K	1	0.26%	Reduced
212	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.89M	+$5.07M	1	1.21%	New
213	State of Michigan Retirement System Lansing, Michigan	$4.85M	+$750K	2	0.04%	Increased
214	Treasurer of the State of North Carolina Raleigh, North Carolina	$4.79M	+$2.31M	2	0.05%	Increased
215	Royal London Asset Management United Kingdom	$4.73M	+$4.94M	1	0.05%	New
216	BNP Paribas Financial Markets Paris, France	$4.65M	-$8.21M	4	0.01%	Reduced
217	Axa Paris, France	$4.55M	-$909K	2	0.02%	Reduced
218	Commerce Bank Kansas City, Missouri	$4.54M	-$797K	2	0.06%	Reduced
219	Achmea Investment Management Zeist, Netherlands	$4.54M	+$1.66M	1	0.16%	Increased
220	KeyBank National Association Cleveland, Ohio	$4.52M	-$1.41M	2	0.03%	Reduced
221	Bridgeway Capital Management Houston, Texas	$4.48M	+$430K	1	0.05%	Increased
222	Jupiter Asset Management London, United Kingdom	$4.42M	+$4.58M	1	0.13%	New
223	RBA Richard Bernstein Advisors New York	$4.42M	+$4.61M	2	0.14%	New
224	CGM Centenus Global Management New York	$4.39M	+$4.59M	1	0.82%	New
225	MetLife Investment Management Whippany, New Jersey	$4.39M	-$918K	3	0.05%	Reduced