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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	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.4M	-$1.86M	2	0.05%	Reduced
202	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.36M	+$3.93M	1	0.1%	Increased
203	HighTower Advisors Chicago, Illinois	$7.25M	-$286K	1	0.04%	Reduced
204	First Manhattan New York	$7.13M	-$206K	2	0.04%	Reduced
205	Schonfeld Strategic Advisors New York	$7.11M	+$6.14M	1	0.17%	Increased
206	Moore Capital Management New York	$7.08M	+$6.43M	1	0.23%	New
207	MPA Marvin & Palmer Associates Wilmington, Delaware	$7.07M	-$100K	1	4.16%	Reduced
208	TPSF Texas Permanent School Fund Austin, Texas	$7.06M	-$130K	3	0.11%	Reduced
209	CCM Cinctive Capital Management New York	$7.04M	+$6.39M	1	0.74%	New
210	ACI AMP Capital Investors Sydney, Australia	$6.97M	-$1.33M	3	0.04%	Reduced
211	PIA Piedmont Investment Advisors Durham, North Carolina	$6.96M	+$12.9K	2	0.24%	Increased
212	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$6.86M	-$81.9K	1	1.81%	Reduced
213	Nomura Asset Management Tokyo, Japan	$6.8M	+$219K	1	0.06%	Increased
214	Commerce Bank Kansas City, Missouri	$6.77M	+$34.4K	1	0.06%	Increased
215	DnB Asset Management Oslo, Norway	$6.77M	+$3.28M	2	0.07%	Increased
216	Two Sigma Advisers New York	$6.73M	+$5.14M	3	0.02%	Increased
217	Truist Financial Charlotte, North Carolina	$6.72M	+$4.97M	3	0.01%	Increased
218	RHFI Reilly Herbert Faulkner III	$6.63M	+$69.8K	1	2.68%	Increased
219	QS Investors New York	$6.56M	-$68.9K	1	0.07%	Reduced
220	Mather Group Chicago, Illinois	$6.47M	-$8.68K	1	0.41%	Reduced
221	SLG Stanley-Laman Group Berwyn, Pennsylvania	$6.43M	-$83.9K	1	1.52%	Reduced
222	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.42M	-$1.76M	1	0.54%	Reduced
223	Royal London Asset Management United Kingdom	$6.42M	-$19.6M	1	0.04%	Reduced
224	OAM Oxford Asset Management Oxford, United Kingdom	$6.28M	-$3.52M	2	0.17%	Reduced
225	CC Cipher Capital New York	$6.1M	+$4.66M	2	0.43%	Increased