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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	Guggenheim Capital Chicago, Illinois	$6.64M	-$150K	1	0.05%	Reduced
202	Aberdeen Group Edinburgh, United Kingdom	$6.63M	-$390K	1	0.02%	Reduced
203	HighTower Advisors Chicago, Illinois	$6.58M	+$78.1K	2	0.04%	Increased
204	DekaBank Deutsche Girozentrale Frankfurt, Germany	$6.57M	-$6.59M	1	0.04%	Reduced
205	Andra AP-fonden Goteborg, Sweden	$6.45M	-$1.18M	1	0.19%	Reduced
206	Employees Retirement System of Texas Austin, Texas	$6.45M	+$1.33M	2	0.1%	Increased
207	First Manhattan New York	$6.34M	+$5.08M	2	0.03%	Increased
208	TPSF Texas Permanent School Fund Austin, Texas	$6.3M	-$130K	3	0.1%	Reduced
209	Man Group London, United Kingdom	$6.26M	-$6.37M	2	0.02%	Reduced
210	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$6.2M	+$1.13M	1	0.11%	Increased
211	MPA Marvin & Palmer Associates Wilmington, Delaware	$6.2M	+$116K	1	4.07%	Increased
212	BNP Paribas Asset Management Paris, France	$6.01M	+$4.56M	1	0.05%	Increased
213	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$6M	-$35.5K	1	1.69%	Reduced
214	PIA Piedmont Investment Advisors Durham, North Carolina	$6M	+$282K	2	0.23%	Increased
215	Natixis Advisors Boston, Massachusetts	$5.94M	+$19.2K	2	0.05%	Increased
216	Commerce Bank Kansas City, Missouri	$5.82M	-$226K	1	0.06%	Reduced
217	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.75M	+$212K	3	0.81%	Increased
218	Nomura Asset Management Tokyo, Japan	$5.67M	+$639K	2	0.05%	Increased
219	RHFI Reilly Herbert Faulkner III	$5.66M	+$79.4K	1	2.38%	Increased
220	QS Investors New York	$5.65M	+$1.07M	1	0.06%	Increased
221	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.64M	+$43.7K	1	1.39%	Increased
222	Mather Group Chicago, Illinois	$5.6M	+$538K	1	0.41%	Increased
223	Erste Asset Management Vienna, Austria	$5.51M	-$1.06M	1	0.29%	Reduced
224	Lazard Asset Management New York	$5.45M	-$2.28M	2	0.01%	Reduced
225	EULAV Asset Management Sarasota, Florida	$5.43M	$0	1	0.2%	Maintained