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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	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.59M	$0	1	0.31%	Maintained
302	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.59M	-$13.1M	2	0.05%	Reduced
303	MVM McClain Value Management New Canaan, Connecticut	$1.58M	+$42K	1	0.37%	Increased
304	CCM Catawba Capital Management Roanoke, Virginia	$1.58M	$0	1	0.36%	Maintained
305	III Independent Investors Inc Nesconset, New York	$1.56M	-$143K	1	0.71%	Reduced
306	GIM Groesbeck Investment Management Paramus, New Jersey	$1.54M	-$146K	1	0.75%	Reduced
307	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.53M	-$99.2K	1	0.05%	Reduced
308	Suntrust Banks Atlanta, Georgia	$1.53M	-$50K	1	0.01%	Reduced
309	Cubist Systematic Strategies Stamford, Connecticut	$1.48M	+$379K	1	0.07%	Increased
310	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.48M	+$1.41M	1	0%	New
311	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.45M	-$34.6K	1	0.93%	Reduced
312	BFA Benedict Financial Advisors Atlanta, Georgia	$1.44M	+$30.8K	1	0.92%	Increased
313	Pinnacle Associates New York	$1.43M	-$27.1K	1	0.03%	Reduced
314	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.42M	-$325K	1	0.01%	Reduced
315	GL GLG LLC New York	$1.41M	+$136K	1	0.04%	Increased
316	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.41M	-$620K	1	0.01%	Reduced
317	DSC Duncker Streett & Co St. Louis, Missouri	$1.4M	+$54K	1	0.46%	Increased
318	TIAA CREF Trust St Louis, Missouri	$1.39M	-$36.4K	1	0.02%	Reduced
319	BA Boston Advisors Boston, Massachusetts	$1.38M	-$58K	1	0.05%	Reduced
320	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.37M	-$191K	1	0.11%	Reduced
321	Cullen/Frost Bankers San Antonio, Texas	$1.37M	-$8.93K	1	0.05%	Reduced
322	Douglass Winthrop Advisors New York	$1.37M	+$28.6K	1	0.11%	Increased
323	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.36M	-$35.6K	1	0.06%	Reduced
324	Nomura Asset Management Tokyo, Japan	$1.35M	-$8.58K	1	0.02%	Reduced
325	Synovus Financial Columbus, Georgia	$1.35M	+$5.68K	1	0.03%	Increased