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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	DA Denali Advisors San Diego, California	$2.05M	-$5.03M	1	0.32%	Reduced
302	MN Services Vermogensbeheer The Hague, Netherlands	$2.04M	-$144K	1	0.06%	Reduced
303	STRS Ohio Columbus, Ohio	$2.03M	+$810K	2	0.01%	Increased
304	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$2.02M	+$1.24K	1	0.35%	Increased
305	Envestnet Asset Management Chicago, Illinois	$2.02M	-$260K	2	0%	Reduced
306	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.94M	+$409K	1	0.03%	Increased
307	Stratos Wealth Partners Beachwood, Ohio	$1.94M	-$50K	2	0.09%	Reduced
308	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.91M	-$99.6K	1	1.58%	Reduced
309	CCM Cadence Capital Management Boston, Massachusetts	$1.9M	-$58.6K	1	0.12%	Reduced
310	Pinnacle Associates New York	$1.84M	-$112K	1	0.04%	Reduced
311	Jane Street New York	$1.84M	-$97.2K	1	0.01%	Reduced
312	B BP London, United Kingdom	$1.82M	$0	1	0.06%	Maintained
313	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.78M	$0	1	0.54%	Maintained
314	Rathbones Group Liverpool, United Kingdom	$1.77M	-$47.9K	1	0.07%	Reduced
315	Sumitomo Life Insurance Tokyo, Japan	$1.75M	-$80.7K	1	0.22%	Reduced
316	PP Paloma Partners Greenwich, Connecticut	$1.74M	-$402K	1	0.02%	Reduced
317	SW SVB Wealth Boston, Massachusetts	$1.74M	+$2.01K	1	0.07%	Increased
318	Achmea Investment Management Zeist, Netherlands	$1.73M	+$653K	1	0.06%	Increased
319	Suntrust Banks Atlanta, Georgia	$1.69M	-$83.3K	1	0.01%	Reduced
320	Natixis Advisors Boston, Massachusetts	$1.69M	-$73.1K	1	0.02%	Reduced
321	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.69M	+$879K	1	0.01%	Increased
322	TCM Tributary Capital Management Omaha, Nebraska	$1.69M	+$28.7K	1	0.15%	Increased
323	Glenmede Trust Philadelphia, Pennsylvania	$1.66M	-$157K	2	0.01%	Reduced
324	WP WealthPLAN Partners Omaha, Nebraska	$1.66M	+$150K	1	0.44%	Increased
325	Crossmark Global Holdings Houston, Texas	$1.66M	-$28.5K	2	0.04%	Reduced