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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	ICM ICC Capital Management Orlando, Florida	$2.6M	-$301K	1	0.34%	Reduced
277	Davenport & Co Richmond, Virginia	$2.59M	+$1.5M	1	0.04%	Increased
278	CAM ClariVest Asset Management San Diego, California	$2.58M	-$175K	1	0.09%	Reduced
279	BPBT Boston Private Bank & Trust Boston, Massachusetts	$2.58M	+$31.8K	1	0.12%	Increased
280	SW SVB Wealth Boston, Massachusetts	$2.58M	+$2.76M	1	0.08%	New
281	SCM Southport Capital Management Chattanooga, Tennessee	$2.47M	+$236K	1	1.48%	Increased
282	NFG NewFocus Financial Group Vancouver, Washington	$2.47M	+$7.63K	1	1.7%	Increased
283	Placemark Investments Chicago, Illinois	$2.46M	-$693K	1	0.04%	Reduced
284	KCM Kempner Capital Management Galveston, Texas	$2.43M	$0	1	1.09%	Maintained
285	TAM THB Asset Management Norwalk, Connecticut	$2.43M	+$18.8K	1	0.16%	Increased
286	P Pitcairn Conshohocken, Pennsylvania	$2.39M	-$19K	1	0.26%	Reduced
287	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.36M	$0	1	0.06%	Maintained
288	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.33M	+$203K	1	0.31%	Increased
289	Bessemer Group Woodbridge, New Jersey	$2.32M	+$2.06M	1	0.01%	Increased
290	Regions Financial Corp Birmingham, Alabama	$2.31M	-$32.7K	1	0.03%	Reduced
291	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.3M	+$233K	1	0.19%	Increased
292	CEI Clark Estates Inc New York	$2.29M	+$2.46M	1	0.34%	New
293	Two Sigma Advisers New York	$2.29M	+$1.08M	3	0.02%	Increased
294	CCM Cadence Capital Management Boston, Massachusetts	$2.28M	+$2.44M	1	0.13%	New
295	SFM Signet Financial Management Parsippany, New Jersey	$2.27M	+$2.43M	1	0.83%	New
296	Whitebox Advisors Minneapolis, Minnesota	$2.27M	-$2.97M	1	0.09%	Reduced
297	Sterling Capital Management Charlotte, North Carolina	$2.22M	-$19.5K	2	0.02%	Reduced
298	Lord, Abbett & Co Jersey City, New Jersey	$2.19M	+$92.1K	1	0.01%	Increased
299	OAM Oxford Asset Management Oxford, United Kingdom	$2.18M	-$704K	1	0.05%	Reduced
300	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.16M	-$28.6K	1	0.03%	Reduced