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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
326	CSM Advisors Warrendale, Pennsylvania	$8.27M	-$127K	1	0.45%	Reduced
327	Needham Investment Management New York	$8.26M	-$158K	1	0.77%	Reduced
328	Ethic Inc New York	$8.14M	+$427K	4	0.16%	Increased
329	ASR Vermogensbeheer Utrecht, Netherlands	$8.02M	+$8.78M	1	0.12%	New
330	RBF Capital San Francisco, California	$7.99M	$0	2	0.48%	Maintained
331	Lansforsakringar Fondforvaltning Stockholm, Sweden	$7.97M	-$113K	1	0.05%	Reduced
332	Oppenheimer & Co New York	$7.97M	-$1.42M	3	0.12%	Reduced
333	1CP 11 Capital Partners Darien, Connecticut	$7.84M	+$7.43M	1	2.6%	Increased
334	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.75M	-$207K	3	0.02%	Reduced
335	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.73M	+$1.24M	1	0.74%	Increased
336	Wealth Enhancement Advisory Services Plymouth, Minnesota	$7.61M	+$3.05M	4	0.01%	Increased
337	Curi RMB Capital Chicago, Illinois	$7.59M	+$7.58M	2	0.19%	Increased
338	Magnetar Financial Evanston, Illinois	$7.58M	+$5.55M	2	0.1%	Increased
339	Focus Partners Wealth Boston, Massachusetts	$7.52M	-$92.1K	2	0.02%	Reduced
340	NPIC Neumeier Poma Investment Counsel Carmel, California	$7.44M	-$8.13M	1	0.8%	Reduced
341	AT Avalon Trust Santa Fe, New Mexico	$7.25M	+$287K	1	0.58%	Increased
342	LAM LECAP Asset Management London, United Kingdom	$7.21M	+$5.81M	2	1.68%	Increased
343	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.16M	-$127K	4	0.06%	Reduced
344	Mariner Overland Park, Kansas	$7.09M	-$154K	4	0.01%	Reduced
345	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.06M	+$481K	1	0.56%	Increased
346	Fifth Third Bancorp Cincinnati, Ohio	$7.02M	+$46.2K	4	0.03%	Increased
347	CG Castellan Group Louisville, Kentucky	$7M	+$3.84M	1	1.96%	Increased
348	Pathstone Holdings Englewood, New Jersey	$6.99M	-$267K	4	0.03%	Reduced
349	Jump Financial Chicago, Illinois	$6.98M	+$1.53M	2	0.09%	Increased
350	Y-Intercept (HK) Hong Kong	$6.97M	+$6.32M	4	0.47%	Increased