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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	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.02M	+$199K	1	1.4%	Increased
252	AAM Azzad Asset Management Falls Church, Virginia	$2.02M	+$76.7K	2	0.83%	Increased
253	SCM Southport Capital Management Chattanooga, Tennessee	$2M	-$244K	1	1.39%	Reduced
254	EULAV Asset Management Sarasota, Florida	$1.98M	+$541K	1	0.1%	Increased
255	First Manhattan New York	$1.97M	-$1.59M	1	0.01%	Reduced
256	GH GAM Holding Zurich, Switzerland	$1.96M	-$1.39M	1	0.03%	Reduced
257	Nuveen Charlotte, North Carolina	$1.95M	+$1.17M	1	0.01%	Increased
258	PAM Peninsula Asset Management Bradenton, Florida	$1.94M	+$53.4K	1	1.49%	Increased
259	Pinnacle Associates New York	$1.91M	-$19.7K	1	0.04%	Reduced
260	NI Nuance Investments Kansas City, Missouri	$1.9M	+$243K	1	0.19%	Increased
261	PP Paloma Partners Greenwich, Connecticut	$1.9M	-$610K	1	0.02%	Reduced
262	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.89M	$0	1	0.1%	Maintained
263	CAM ClariVest Asset Management San Diego, California	$1.89M	-$1.29M	1	0.05%	Reduced
264	SG Americas Securities New York	$1.87M	+$389K	2	0.02%	Increased
265	WesBanco Bank Wheeling, West Virginia	$1.85M	-$43K	2	0.11%	Reduced
266	CF CNA Financial Chicago, Illinois	$1.85M	$0	1	0.43%	Maintained
267	Fort Washington Investment Advisors Cincinnati, Ohio	$1.84M	+$21.9K	1	0.03%	Increased
268	BFA Benedict Financial Advisors Atlanta, Georgia	$1.83M	+$32.3K	1	1.07%	Increased
269	Mutual of America Capital Management New York	$1.82M	+$57.4K	1	0.04%	Increased
270	Segall Bryant & Hamill Chicago, Illinois	$1.82M	-$126K	1	0.05%	Reduced
271	Balyasny Asset Management Chicago, Illinois	$1.81M	-$57.2M	1	0.01%	Reduced
272	Oppenheimer & Co New York	$1.8M	-$3.94K	1	0.05%	Reduced
273	Axa Paris, France	$1.8M	-$3.36M	1	0.01%	Reduced
274	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.78M	+$18K	2	0.05%	Increased
275	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.77M	+$55.2K	1	0.04%	Increased