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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
251	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.6M	-$3.67M	2	0.01%	Reduced
252	CAM Capstone Asset Management Houston, Texas	$2.56M	-$1.5M	2	0.07%	Reduced
253	Bessemer Group Woodbridge, New Jersey	$2.54M	+$314K	1	0.01%	Increased
254	RHFI Reilly Herbert Faulkner III	$2.54M	+$22.6K	1	2.14%	Increased
255	DnB Asset Management Oslo, Norway	$2.48M	+$1.61M	2	0.06%	Increased
256	ICM ICC Capital Management Orlando, Florida	$2.47M	-$36K	1	0.32%	Reduced
257	BPBT Boston Private Bank & Trust Boston, Massachusetts	$2.45M	-$35.6K	1	0.11%	Reduced
258	SW SVB Wealth Boston, Massachusetts	$2.45M	-$35.6K	1	0.08%	Reduced
259	TAM THB Asset Management Norwalk, Connecticut	$2.43M	-$211K	1	0.17%	Reduced
260	SCM Southport Capital Management Chattanooga, Tennessee	$2.39M	+$5.36K	1	1.41%	Increased
261	BNP Paribas Asset Management Paris, France	$2.38M	+$546K	1	0.02%	Increased
262	NFG NewFocus Financial Group Vancouver, Washington	$2.37M	-$13.5K	1	1.47%	Reduced
263	Engineers Gate Manager New York	$2.34M	+$1.66M	1	0.31%	Increased
264	P Pitcairn Conshohocken, Pennsylvania	$2.34M	+$35.4K	1	0.26%	Increased
265	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.3M	+$234K	1	0.23%	Increased
266	Hennessy Advisors Inc Novato, California	$2.3M	+$2.37M	1	0.07%	New
267	GCP GSA Capital Partners London, United Kingdom	$2.29M	+$642K	2	0.09%	Increased
268	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.27M	$0	1	0.06%	Maintained
269	MCC Mid Continent Capital Chicago, Illinois	$2.27M	-$939K	1	0.12%	Reduced
270	Envestnet Asset Management Chicago, Illinois	$2.25M	+$2.12M	1	0.01%	Increased
271	GHA GW Henssler & Associates Kennesaw, Georgia	$2.25M	-$1.18M	1	0.26%	Reduced
272	Regions Financial Corp Birmingham, Alabama	$2.22M	-$7.08K	1	0.03%	Reduced
273	CEI Clark Estates Inc New York	$2.21M	$0	1	0.36%	Maintained
274	Two Sigma Investments New York	$2.17M	+$1.87M	2	0.01%	Increased
275	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.11M	+$42.8K	1	0.05%	Increased