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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	PL Parthenon LLC Louisville, Kentucky	$18.8M	$0	1	2.31%	Maintained
202	Fiera Capital (Canada) Montreal, Quebec, Canada	$18.7M	+$8.44M	1	0.07%	Increased
203	HighTower Advisors Chicago, Illinois	$18.5M	-$410K	4	0.03%	Reduced
204	Peregrine Capital Management Minneapolis, Minnesota	$18.5M	+$6.67M	2	0.61%	Increased
205	Stifel Financial St. Louis, Missouri	$18.5M	-$2.3M	4	0.02%	Reduced
206	Guggenheim Capital Chicago, Illinois	$18.3M	-$506K	3	0.17%	Reduced
207	SAM Southernsun Asset Management Memphis, Tennessee	$18.1M	+$23.2M	1	2.61%	New
208	Zurich Cantonal Bank Zurich, Switzerland	$18M	-$3.02M	4	0.05%	Reduced
209	Eisler Capital Management London, United Kingdom	$18M	+$12.7M	2	0.13%	Increased
210	Granahan Investment Management Waltham, Massachusetts	$17.8M	+$12.5M	1	0.89%	Increased
211	ZP Zimmer Partners New York	$17.8M	+$7.31M	2	0.34%	Increased
212	AAIM Asset Advisors Investment Management Augusta, Georgia	$17.5M	-$87.5K	1	1.84%	Reduced
213	MAM Meeder Asset Management Dublin, Ohio	$17.5M	+$19.1M	2	1.18%	Increased
214	VanEck Associates New York	$17.4M	+$1.7M	3	0.02%	Increased
215	Treasurer of the State of North Carolina Raleigh, North Carolina	$17.4M	+$781K	3	0.07%	Increased
216	Lord, Abbett & Co Jersey City, New Jersey	$17.2M	-$54.1M	1	0.06%	Reduced
217	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$16.9M	-$4.21M	4	0.06%	Reduced
218	KB Kimelman & Baird New York	$16.9M	$0	1	1.43%	Maintained
219	Aviva London, United Kingdom	$16.9M	+$1.99M	1	0.04%	Increased
220	SummitTX Capital Fort Worth, Texas	$16.8M	+$19M	3	0.72%	New
221	MetLife Investment Management Whippany, New Jersey	$16.5M	-$400K	4	0.09%	Reduced
222	QRG Capital Management Chicago, Illinois	$16.3M	+$413K	2	0.17%	Increased
223	Cannell & Spears New York	$16.3M	+$17.7M	2	0.35%	Increased
224	EULAV Asset Management Sarasota, Florida	$16.3M	$0	1	0.4%	Maintained
225	Modera Wealth Management Westwood, New Jersey	$16.3M	-$194K	1	0.22%	Reduced