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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	MetLife Investment Management Whippany, New Jersey	$20.9M	-$443K	4	0.12%	Reduced
202	JLBC J.L. Bainbridge & Co Sarasota, Florida	$20.6M	-$244K	1	1.98%	Reduced
203	Squarepoint New York	$20.5M	-$9.55M	3	0.03%	Reduced
204	Guggenheim Capital Chicago, Illinois	$20.4M	+$883K	4	0.14%	Increased
205	Bahl & Gaynor Cincinnati, Ohio	$20.3M	+$390K	2	0.1%	Increased
206	VanEck Associates New York	$20.3M	+$4.47M	4	0.03%	Increased
207	CIBC World Market Toronto, Ontario, Canada	$20.1M	-$128K	2	0.04%	Reduced
208	Treasurer of the State of North Carolina Raleigh, North Carolina	$19.9M	+$176K	3	0.08%	Increased
209	Beck Mack & Oliver New York	$19.9M	-$158K	1	0.39%	Reduced
210	Ensign Peak Advisors Salt Lake City, Utah	$19.5M	-$1.11M	4	0.03%	Reduced
211	NIP Nicholas Investment Partners Rancho Santa Fe, California	$19.5M	+$1.86M	2	1.79%	Increased
212	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$19.4M	+$6.04M	2	1.61%	Increased
213	TC TownSquare Capital Provo, Utah	$19.4M	+$56.5K	4	0.23%	Increased
214	AAIM Asset Advisors Investment Management Augusta, Georgia	$19M	-$2.37K	1	1.98%	Reduced
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$18.9M	-$49.3K	4	0.08%	Reduced
216	Man Group London, United Kingdom	$18.7M	-$4.02M	4	0.05%	Reduced
217	Mutual of America Capital Management New York	$18.6M	-$251K	3	0.2%	Reduced
218	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$18.6M	$0	1	0.17%	Maintained
219	HighTower Advisors Chicago, Illinois	$18.6M	+$138K	4	0.03%	Increased
220	KB Kimelman & Baird New York	$18.4M	$0	1	1.47%	Maintained
221	Yousif Capital Management Bloomfield Hills, Michigan	$18.4M	-$1.17M	3	0.2%	Reduced
222	GW&K Investment Management Boston, Massachusetts	$18.3M	+$434K	2	0.16%	Increased
223	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$18.3M	-$54.8K	1	1.19%	Reduced
224	Modera Wealth Management Westwood, New Jersey	$18.3M	+$161K	2	0.23%	Increased
225	PM Pembroke Management Montreal, Quebec, Canada	$17.9M	+$5.85M	1	2.29%	Increased