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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	Personal Capital Advisors Redwood City, California	$10.6M	+$205K	2	0.05%	Increased
202	Swedbank Stockholm, Sweden	$10.6M	$0	1	0.02%	Maintained
203	HighTower Advisors Chicago, Illinois	$10.5M	+$387K	2	0.02%	Increased
204	BPIM Brant Point Investment Management New York	$10.4M	-$370K	2	1.53%	Reduced
205	Cerity Partners New York	$10.4M	+$3.55M	1	0.07%	Increased
206	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$10.4M	+$1.25M	1	0.02%	Increased
207	Första AP-fonden Stockholm, Sweden	$10.3M	+$4.56M	1	0.12%	Increased
208	Fjarde Ap-fonden Stockholm, Sweden	$10.3M	+$2.31M	1	0.15%	Increased
209	Polar Asset Management Partners Toronto, Ontario, Canada	$10.2M	+$4.23M	1	0.13%	Increased
210	Handelsbanken Fonder Stockholm, Sweden	$10M	-$179K	2	0.06%	Reduced
211	Baird Financial Group Milwaukee, Wisconsin	$9.85M	+$83.4K	2	0.03%	Increased
212	Congress Wealth Management Boston, Massachusetts	$9.84M	-$50.9K	1	0.25%	Reduced
213	Vest Financial Mclean, Virginia	$9.81M	+$248K	1	1.53%	Increased
214	HC Henshaw Capital Woburn, Massachusetts	$9.68M	+$9.5M	1	0.64%	New
215	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.48M	+$1.16M	3	0.08%	Increased
216	Nisa Investment Advisors St. Louis, Missouri	$9.45M	-$20.5K	4	0.07%	Reduced
217	EULAV Asset Management Sarasota, Florida	$9.32M	$0	1	0.4%	Maintained
218	MN Services Vermogensbeheer The Hague, Netherlands	$9.3M	-$1.33M	1	0.1%	Reduced
219	TD Asset Management Toronto, Ontario, Canada	$9.3M	-$702K	1	0.01%	Reduced
220	E Ergoteles New York	$9.21M	+$8.89M	3	0.34%	New
221	PFC Phocas Financial Corp Alameda, California	$9.15M	-$29.3K	2	1.32%	Reduced
222	TPSF Texas Permanent School Fund Austin, Texas	$9.14M	-$471K	3	0.14%	Reduced
223	Mercer Global Advisors Denver, Colorado	$8.9M	+$787K	1	0.04%	Increased
224	Moore Capital Management New York	$8.76M	+$8.59M	1	0.21%	New
225	TCW Group Los Angeles, California	$8.67M	-$819K	1	0.12%	Reduced