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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
276	MCC Mid Continent Capital Chicago, Illinois	$3.71M	+$2M	1	0.22%	Increased
277	D.E. Shaw & Co New York	$3.66M	-$8.3M	3	0.01%	Reduced
278	BTNA Bremer Trust National Association St. Cloud, Minnesota	$3.65M	-$438K	1	1.34%	Reduced
279	ExxonMobil Investment Management Irving, Texas	$3.64M	-$687K	1	0.08%	Reduced
280	Martingale Asset Management Boston, Massachusetts	$3.61M	-$7.58M	2	0.12%	Reduced
281	IRF IBM Retirement Fund Armonk, New York	$3.6M	-$2.95M	1	0.07%	Reduced
282	ARC Absolute Return Capital Boston, Massachusetts	$3.5M	-$31.5M	2	0.05%	Reduced
283	Royal London Asset Management United Kingdom	$3.49M	-$778K	1	0.08%	Reduced
284	Calamos Wealth Management Naperville, Illinois	$3.48M	-$667K	1	1.03%	Reduced
285	SIG Schooner Investment Group Wayne, Pennsylvania	$3.47M	+$582K	1	0.87%	Increased
286	WBC Westpac Banking Corp Sydney, Australia	$3.46M	-$642K	1	0.04%	Reduced
287	CWM Cabot Wealth Management Salem, Massachusetts	$3.39M	+$3.19M	1	0.89%	New
288	Silvercrest Asset Management New York	$3.38M	-$673K	1	0.05%	Reduced
289	Baird Milwaukee, Wisconsin	$3.32M	-$555K	1	0.05%	Reduced
290	Bridgewater Associates Westport, Connecticut	$3.31M	+$2.27M	1	0.03%	Increased
291	Salem Investment Counselors Winston Salem, North Carolina	$3.29M	-$401K	1	0.41%	Reduced
292	NFG NewFocus Financial Group Vancouver, Washington	$3.26M	-$654K	1	2.7%	Reduced
293	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3.21M	-$494K	1	0.45%	Reduced
294	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.2M	-$672K	1	0.1%	Reduced
295	LNB Ledyard National Bank	$3.15M	-$664K	1	0.54%	Reduced
296	ECM Estabrook Capital Management New York	$3.14M	-$643K	1	0.32%	Reduced
297	COI Connable Office Inc Kalamazoo, Michigan	$3.13M	-$651K	1	0.85%	Reduced
298	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.07M	-$22.5M	2	0.02%	Reduced
299	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.05M	-$608K	1	0.08%	Reduced
300	1919 Investment Counsel Baltimore, Maryland	$3.03M	-$701K	1	0.06%	Reduced