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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	KBC Group Brussels, Belgium	$1.31M	+$17.7K	1	0.02%	Increased
302	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.3M	$0	1	0.26%	Maintained
303	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.29M	+$27.6K	1	1.3%	Increased
304	Nomura Asset Management Tokyo, Japan	$1.28M	+$33K	1	0.02%	Increased
305	IRF IBM Retirement Fund Armonk, New York	$1.26M	-$1.23M	1	0.05%	Reduced
306	Two Sigma Investments New York	$1.24M	-$303K	1	0.01%	Reduced
307	Mutual of America Capital Management New York	$1.24M	+$78.1K	1	0.03%	Increased
308	CCM Catawba Capital Management Roanoke, Virginia	$1.23M	-$2.38K	1	0.31%	Reduced
309	Jones Financial Companies Des Peres, Missouri	$1.23M	-$112K	1	0.01%	Reduced
310	NI Nuance Investments Kansas City, Missouri	$1.21M	-$405K	1	0.13%	Reduced
311	Suntrust Banks Atlanta, Georgia	$1.21M	-$33.9K	1	0.01%	Reduced
312	CIM Cambria Investment Management Manhattan Beach, California	$1.19M	-$113K	1	0.55%	Reduced
313	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.17M	-$5.96K	1	0.14%	Reduced
314	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.16M	$0	1	0.12%	Maintained
315	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.16M	-$36.9K	2	0.06%	Reduced
316	Central Trust Company Jefferson City, Missouri	$1.15M	+$55.5K	1	0.09%	Increased
317	Rathbones Group Liverpool, United Kingdom	$1.15M	$0	1	0.07%	Maintained
318	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.14M	$0	1	0.5%	Maintained
319	Douglass Winthrop Advisors New York	$1.14M	$0	1	0.08%	Maintained
320	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.11M	-$36.5K	1	0.16%	Reduced
321	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.1M	-$5.96K	1	0.05%	Reduced
322	TAM THB Asset Management Norwalk, Connecticut	$1.1M	-$208K	1	0.13%	Reduced
323	DL Delta Lloyd Amsterdam, Netherlands	$1.09M	$0	1	0.04%	Maintained
324	Cullen/Frost Bankers San Antonio, Texas	$1.09M	-$391K	1	0.04%	Reduced
325	Nippon Life Insurance Tokyo, Japan	$1.09M	-$308K	1	0.03%	Reduced