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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	CPA Capital Planning Advisors Roseville, California	$2.02M	-$153K	1	0.74%	Reduced
302	ACP Ashfield Capital Partners San Francisco, California	$2.02M	-$3.02K	1	0.26%	Reduced
303	IAM ICM Asset Management Spokane, Washington	$2.02M	+$2.38M	1	1.77%	New
304	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2M	-$10.1K	1	0.35%	Reduced
305	SEC Seven Eight Capital New York	$1.97M	+$230K	2	0.11%	Increased
306	B BP London, United Kingdom	$1.94M	$0	2	0.08%	Maintained
307	Tudor Investment Corp Stamford, Connecticut	$1.9M	+$1.21M	3	0.04%	Increased
308	Norinchukin Bank Tokyo, Japan	$1.9M	+$637K	1	0.03%	Increased
309	CIBC Private Wealth Group Atlanta, Georgia	$1.89M	-$100K	3	0.01%	Reduced
310	Arrowstreet Capital Boston, Massachusetts	$1.89M	+$2.2M	2	0%	New
311	BUB BBVA USA Bancshares Houston, Texas	$1.89M	+$143K	1	0.14%	Increased
312	Horizon Investments Charlotte, North Carolina	$1.88M	+$2.17M	1	0.1%	New
313	DCM Dupont Capital Management Wilmington, Delaware	$1.88M	+$372K	2	0.05%	Increased
314	Putnam Investments Boston, Massachusetts	$1.86M	-$1.93M	1	0%	Reduced
315	SAM Security Asset Management New York	$1.85M	-$11.8K	1	1.41%	Reduced
316	F F3Logic Burnsville, Minnesota	$1.85M	+$2.13M	1	0.55%	New
317	DSC Duncker Streett & Co St. Louis, Missouri	$1.83M	-$232K	2	0.49%	Reduced
318	KIC Keating Investment Counselors Delray Beach, Florida	$1.83M	-$26.5K	1	0.93%	Reduced
319	Mutual of America Capital Management New York	$1.83M	+$26.1K	2	0.03%	Increased
320	VIG Vienna Insurance Group Warsaw, Poland	$1.83M	+$1.25M	1	1.41%	Increased
321	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.83M	+$86.4K	2	0.02%	Increased
322	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.82M	-$2.69K	1	0.1%	Reduced
323	CIBC World Markets New York	$1.81M	-$5.17M	1	0.02%	Reduced
324	AIM Assured Investment Management New York	$1.8M	+$1.13M	2	0.05%	Increased
325	Nippon Life Global Investors Americas New York	$1.8M	+$349K	1	0.16%	Increased