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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	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.97M	-$495K	1	0.07%	Reduced
302	BPBT Boston Private Bank & Trust Boston, Massachusetts	$2.92M	-$587K	1	0.15%	Reduced
303	Credit Agricole Montrouge Cedex, France	$2.9M	-$524K	1	0.01%	Reduced
304	Ronald Blue & Co Roswell, Georgia	$2.89M	-$506K	1	0.21%	Reduced
305	RHFI Reilly Herbert Faulkner III	$2.89M	-$551K	1	2.87%	Reduced
306	GIM Groesbeck Investment Management Paramus, New Jersey	$2.79M	-$879K	1	1.26%	Reduced
307	Stifel Financial St. Louis, Missouri	$2.79M	+$2.63M	2	0.03%	New
308	Jacobs Levy Equity Management Florham Park, New Jersey	$2.75M	+$466K	1	0.05%	Increased
309	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.71M	-$341K	1	0.07%	Reduced
310	P Pitcairn Conshohocken, Pennsylvania	$2.7M	-$593K	1	0.3%	Reduced
311	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.7M	-$1.61M	1	0.02%	Reduced
312	SCM Southport Capital Management Chattanooga, Tennessee	$2.68M	-$526K	1	1.88%	Reduced
313	DA Denali Advisors San Diego, California	$2.66M	-$272K	1	0.77%	Reduced
314	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.65M	-$2.16M	1	0.08%	Reduced
315	Oppenheimer & Co New York	$2.62M	-$585K	1	0.08%	Reduced
316	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.62M	+$241K	1	0.21%	Increased
317	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.56M	-$497K	1	0.29%	Reduced
318	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.54M	-$559K	1	1.65%	Reduced
319	Axa Paris, France	$2.52M	-$71.9M	1	0.01%	Reduced
320	Utah Retirement Systems Salt Lake City, Utah	$2.51M	-$466K	1	0.07%	Reduced
321	SAM Shell Asset Management The Hague, Netherlands	$2.41M	-$465K	1	0.04%	Reduced
322	Nippon Life Insurance Tokyo, Japan	$2.39M	-$254K	1	0.07%	Reduced
323	RNS Robert N. Shapiro	$2.39M	-$275K	1	0.44%	Reduced
324	SCM Snow Capital Management Sewickley, Pennsylvania	$2.37M	+$601K	1	0.09%	Increased
325	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.37M	-$458K	1	11.2%	Reduced