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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	EULAV Asset Management Sarasota, Florida	$15.4M	$0	1	0.48%	Maintained
202	AAIM Asset Advisors Investment Management Augusta, Georgia	$15M	-$112K	1	1.84%	Reduced
203	MetLife Investment Management Whippany, New Jersey	$15M	-$202K	4	0.11%	Reduced
204	Amalgamated Bank New York	$14.7M	-$498K	4	0.12%	Reduced
205	Bahl & Gaynor Cincinnati, Ohio	$14.6M	-$76.6K	2	0.09%	Reduced
206	Modera Wealth Management Westwood, New Jersey	$14.6M	-$189K	1	0.24%	Reduced
207	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.5M	+$168K	1	0.1%	Increased
208	Korea Investment Corp Seoul, South Korea	$14.3M	+$4.07M	1	0.04%	Increased
209	BAMCO Inc New York	$14.2M	+$11.9M	1	0.04%	New
210	Congress Wealth Management Boston, Massachusetts	$14.1M	+$1.34M	1	0.26%	Increased
211	HAM Harmony Asset Management Scottsdale, Arizona	$14M	+$12.8M	1	5.93%	New
212	Farmers & Merchants Investments Inc Lincoln, Nebraska	$14M	-$126K	3	0.51%	Reduced
213	CC Cowbird Capital New York	$13.8M	+$11.3M	1	8.1%	New
214	CCC Cincinnati Casualty Company Fairfield, Ohio	$13.8M	$0	1	8.12%	Maintained
215	Treasurer of the State of North Carolina Raleigh, North Carolina	$13.8M	+$122K	2	0.07%	Increased
216	Hantz Financial Services Southfield, Michigan	$13.8M	-$736K	2	0.3%	Reduced
217	Squarepoint New York	$13.5M	-$13.3M	2	0.03%	Reduced
218	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$13.5M	-$520K	2	0.03%	Reduced
219	KBC Group Brussels, Belgium	$13.4M	-$679K	4	0.05%	Reduced
220	TC TownSquare Capital Provo, Utah	$13.2M	+$1.67M	3	0.23%	Increased
221	Douglass Winthrop Advisors New York	$13M	$0	1	0.29%	Maintained
222	SFM Stack Financial Management Whitefish, Montana	$13M	-$261K	1	1.46%	Reduced
223	Mutual of America Capital Management New York	$12.9M	+$205K	3	0.15%	Increased
224	LSV Asset Management Chicago, Illinois	$12.9M	-$26.2M	1	0.03%	Reduced
225	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$12.5M	-$5.83M	2	0.73%	Reduced