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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	CCM Catawba Capital Management Roanoke, Virginia	$1.57M	-$33.3K	1	0.37%	Reduced
302	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.57M	-$517K	1	0.05%	Reduced
303	Central Trust Company Jefferson City, Missouri	$1.56M	+$1.39M	1	0.12%	Increased
304	Gofen & Glossberg Chicago, Illinois	$1.54M	+$811K	1	0.07%	Increased
305	Two Sigma Investments New York	$1.52M	-$603K	2	0.01%	Reduced
306	CAM ClariVest Asset Management San Diego, California	$1.52M	+$1.6K	1	0.05%	Increased
307	CIBC World Market Toronto, Ontario, Canada	$1.51M	+$183K	1	0.01%	Increased
308	DSC Duncker Streett & Co St. Louis, Missouri	$1.49M	+$77.9K	1	0.52%	Increased
309	TIAA CREF Trust St Louis, Missouri	$1.48M	+$76.5K	1	0.02%	Increased
310	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.48M	+$6.31K	1	0.97%	Increased
311	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.45M	-$116K	1	0.04%	Reduced
312	Balyasny Asset Management Chicago, Illinois	$1.44M	+$1.51M	1	0.01%	New
313	Cullen/Frost Bankers San Antonio, Texas	$1.39M	+$238	1	0.05%	Increased
314	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.39M	$0	1	0.12%	Maintained
315	SG Americas Securities New York	$1.39M	+$315K	1	0.01%	Increased
316	PP PDT Partners New York	$1.39M	+$792K	1	0.04%	Increased
317	BFA Benedict Financial Advisors Atlanta, Georgia	$1.38M	+$63.2K	1	0.9%	Increased
318	Douglass Winthrop Advisors New York	$1.37M	$0	1	0.11%	Maintained
319	Nomura Asset Management Tokyo, Japan	$1.35M	-$22.1K	1	0.03%	Reduced
320	Barings Charlotte, North Carolina	$1.35M	-$1.49M	1	0.04%	Reduced
321	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.34M	-$452K	1	0.08%	Reduced
322	CC Curian Capital Denver, Colorado	$1.33M	-$538K	1	0.02%	Reduced
323	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.33M	+$104K	1	1.34%	Increased
324	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.32M	+$53.6K	1	0.02%	Increased
325	TCM Telos Capital Management San Diego, California	$1.32M	+$81.7K	1	0.73%	Increased