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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
301	KB Kimelman & Baird New York	$21.5M	$0	1	1.59%	Maintained
302	Trillium Asset Management Boston, Massachusetts	$21.4M	-$2.46M	1	0.66%	Reduced
303	Bank of Nova Scotia Toronto, Ontario, Canada	$21.2M	-$3.47M	2	0.03%	Reduced
304	Wealth Enhancement Advisory Services Plymouth, Minnesota	$20.8M	+$3.94M	5	0.03%	Increased
305	ING Group Amsterdam, Netherlands	$20.5M	-$4.04M	2	0.1%	Reduced
306	SAM Southernsun Asset Management Memphis, Tennessee	$20.5M	-$8.88M	1	2.75%	Reduced
307	Nisa Investment Advisors St. Louis, Missouri	$20.4M	-$314K	4	0.06%	Reduced
308	Royal London Asset Management United Kingdom	$20.4M	-$116K	1	0.04%	Reduced
309	Aptus Capital Advisors Fairhope, Alabama	$20.3M	+$109K	2	0.14%	Increased
310	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.2M	+$1.86M	5	0.03%	Increased
311	JGC J. Goldman & Co New York	$20.2M	+$19.6M	1	0.52%	New
312	CCC Cincinnati Casualty Company Fairfield, Ohio	$20.2M	$0	1	10.71%	Maintained
313	Tocqueville Asset Management New York	$20.1M	-$435K	2	0.27%	Reduced
314	Yousif Capital Management Bloomfield Hills, Michigan	$20.1M	-$1.28M	3	0.22%	Reduced
315	Ferguson Wellman Capital Management Portland, Oregon	$19.8M	-$1.94M	2	0.24%	Reduced
316	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$19.7M	-$79.9K	1	3.22%	Reduced
317	Modera Wealth Management Westwood, New Jersey	$19.7M	-$275K	1	0.21%	Reduced
318	QRG Capital Management Chicago, Illinois	$19.6M	+$2.16M	3	0.16%	Increased
319	FSCM Front Street Capital Management Missoula, Montana	$19.1M	-$330K	1	2.17%	Reduced
320	AIA Allied Investment Advisors Billings, Montana	$19M	-$1.2M	1	2.39%	Reduced
321	MML Investors Services Springfield, Massachusetts	$18.7M	+$3.29M	4	0.04%	Increased
322	TAM Telemark Asset Management Boston, Massachusetts	$18.7M	-$2.64M	1	1.35%	Reduced
323	Kestra Advisory Services Austin, Texas	$18.6M	+$1.64M	4	0.06%	Increased
324	CFM Catalyst Funds Management Sydney NSW, Australia	$18.6M	+$16.4M	4	1.04%	Increased
325	Varma Mutual Pension Insurance Co Helsinki, Finland	$18.5M	+$806K	1	0.1%	Increased