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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.26M	-$249K	2	0.02%	Reduced
302	CIBC Private Wealth Group Atlanta, Georgia	$2.22M	-$769K	3	0.01%	Reduced
303	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.17M	-$396K	1	0.03%	Reduced
304	ACP Ashfield Capital Partners San Francisco, California	$2.15M	-$534K	1	0.27%	Reduced
305	LM Luminus Management Houston, Texas	$2.14M	+$2.22M	1	0.05%	New
306	CIC Cincinnati Indemnity Company Fairfield, Ohio	$2.12M	-$528K	1	8.68%	Reduced
307	Ameritas Investment Partners Lincoln, Nebraska	$2.12M	+$1.06M	4	0.1%	Increased
308	CF CNA Financial Chicago, Illinois	$2.11M	+$29.4K	1	0.46%	Increased
309	PAM Private Asset Management San Diego, California	$2.1M	+$2.18M	1	0.34%	New
310	ALPS Advisors Denver, Colorado	$2.05M	+$85.5K	3	0.01%	Increased
311	WesBanco Bank Wheeling, West Virginia	$2.04M	-$136K	2	0.11%	Reduced
312	KIC Keating Investment Counselors Delray Beach, Florida	$2.02M	-$488K	1	0.96%	Reduced
313	DnB Asset Management Oslo, Norway	$2.01M	-$245K	1	0.02%	Reduced
314	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2M	+$2.09M	1	0.21%	New
315	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2M	+$122K	1	0.02%	Increased
316	First Manhattan New York	$2M	+$2.01M	2	0.01%	Increased
317	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2M	+$672K	2	0.08%	Increased
318	Baird Financial Group Milwaukee, Wisconsin	$1.99M	+$583K	3	0.01%	Increased
319	Chilton Investment Company Stamford, Connecticut	$1.97M	+$2.06M	1	0.07%	New
320	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.96M	+$93.8K	2	0.02%	Increased
321	Fiduciary Trust Boston, Massachusetts	$1.94M	-$614K	1	0.06%	Reduced
322	DSC Duncker Streett & Co St. Louis, Missouri	$1.92M	-$10.8K	2	0.48%	Reduced
323	AC Ascend Capital Orinda, California	$1.92M	-$5.19M	1	0.09%	Reduced
324	CPA Capital Planning Advisors Roseville, California	$1.92M	-$479K	1	0.87%	Reduced
325	SAM Security Asset Management New York	$1.91M	+$183K	1	1.35%	Increased