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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	Walleye Capital New York	$37.3M	-$22.7M	3	0.16%	Reduced
202	Cannell & Spears New York	$37M	-$2.06M	2	0.73%	Reduced
203	RIM Ranger Investment Management Dallas, Texas	$36.9M	-$1.29M	2	2.67%	Reduced
204	Bridgewater Associates Westport, Connecticut	$36.8M	+$17.2M	3	0.16%	Increased
205	Waratah Capital Advisors Toronto, Ontario, Canada	$36.5M	+$33.7M	2	1.39%	Increased
206	KI KTF Investments Seal Beach, California	$36.3M	+$271K	1	6.21%	Increased
207	Natixis Advisors Boston, Massachusetts	$35.2M	+$2.5M	3	0.05%	Increased
208	Storebrand Asset Management Lysaker, Norway	$35.2M	-$759K	4	0.1%	Reduced
209	Aberdeen Group Edinburgh, United Kingdom	$35M	-$106K	2	0.06%	Reduced
210	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$34.6M	+$5.6M	2	0.09%	Increased
211	Schonfeld Strategic Advisors New York	$33.9M	-$45.1M	2	0.24%	Reduced
212	Mediolanum International Funds Dublin 1, Ireland	$33.9M	+$29.7M	2	0.36%	Increased
213	Empowered Funds Havertown, Pennsylvania	$33.2M	+$29.3M	4	0.21%	Increased
214	AE Wealth Management Topeka, Kansas	$32.5M	+$4.37M	3	0.18%	Increased
215	Chilton Capital Management Houston, Texas	$31.8M	-$959K	1	1.11%	Reduced
216	ZP Zimmer Partners New York	$31.6M	-$20.1M	2	0.76%	Reduced
217	Mercer Global Advisors Denver, Colorado	$31.1M	+$3.43M	4	0.05%	Increased
218	Kennedy Capital Management St Louis, Missouri	$30.5M	-$7.42M	3	0.65%	Reduced
219	Welch & Forbes Boston, Massachusetts	$29.9M	-$158K	1	0.39%	Reduced
220	SAM Scopus Asset Management New York	$29.8M	-$12.8M	2	0.52%	Reduced
221	Employees Provident Fund Board Shah Alam, Malaysia	$29.6M	-$21.5M	1	0.22%	Reduced
222	Hudson Bay Capital Management Stamford, Connecticut	$29.4M	-$10.3M	3	0.1%	Reduced
223	KBC Group Brussels, Belgium	$29.1M	+$5.79M	4	0.07%	Increased
224	Ensign Peak Advisors Salt Lake City, Utah	$29M	-$1.67M	4	0.05%	Reduced
225	Freestone Grove Partners San Francisco, California	$28.7M	+$18.6M	2	0.2%	Increased