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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	ZP Zimmer Partners New York	$22.2M	-$2.15M	1	0.48%	Reduced
202	RAM Rempart Asset Management Montreal, Canada	$22.1M	+$104K	1	4.24%	Increased
203	Squarepoint New York	$21.7M	+$6.55M	2	0.02%	Increased
204	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$21.6M	+$2.93M	4	0.07%	Increased
205	Westwood Holdings Group Dallas, Texas	$21.5M	+$19.5M	1	0.15%	New
206	PEAK6 Chicago, Illinois	$21.3M	+$14.2M	2	0.04%	Increased
207	Mutual of America Capital Management New York	$21.2M	-$905K	4	0.23%	Reduced
208	Kennedy Capital Management St Louis, Missouri	$20.9M	+$13.9M	2	0.5%	Increased
209	Crawford Investment Counsel Atlanta, Georgia	$20.7M	-$1.49M	2	0.36%	Reduced
210	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$20.6M	+$92.6K	2	1.5%	Increased
211	Lord, Abbett & Co Jersey City, New Jersey	$20.6M	-$1.39M	1	0.07%	Reduced
212	HCA Harbor Capital Advisors Chicago, Illinois	$20.5M	+$3.65M	2	0.86%	Increased
213	Danske Bank Copenhagen K, Denmark	$20.3M	+$3.35M	4	0.05%	Increased
214	HighTower Advisors Chicago, Illinois	$20.1M	+$166K	5	0.03%	Increased
215	Mercer Global Advisors Denver, Colorado	$20.1M	+$5.32M	3	0.04%	Increased
216	Swedbank Stockholm, Sweden	$19.9M	-$29M	2	0.02%	Reduced
217	PL Parthenon LLC Louisville, Kentucky	$19.7M	+$72.6K	1	2.25%	Increased
218	Treasurer of the State of North Carolina Raleigh, North Carolina	$19.5M	+$181K	3	0.06%	Increased
219	Cubist Systematic Strategies Stamford, Connecticut	$19M	+$4.38M	1	0.09%	Increased
220	National Bank of Canada Montreal, Quebec, Canada	$19M	-$2.72M	4	0.02%	Reduced
221	Aviva London, United Kingdom	$18.8M	+$1.17M	1	0.04%	Increased
222	Walleye Capital New York	$18.5M	-$22.3M	2	0.07%	Reduced
223	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$18.3M	+$1.38M	1	1.11%	Increased
224	Cerity Partners New York	$18M	+$4.5M	3	0.03%	Increased
225	AAIM Asset Advisors Investment Management Augusta, Georgia	$18M	-$227K	1	1.78%	Reduced