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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
351	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.91M	-$365K	1	1.26%	Reduced
352	FMT First Mercantile Trust Cordova, Tennessee	$1.91M	-$515K	3	0.14%	Reduced
353	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.88M	+$113K	1	0.06%	Increased
354	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.88M	-$363K	1	0.41%	Reduced
355	Sumitomo Life Insurance Tokyo, Japan	$1.86M	-$467K	1	0.18%	Reduced
356	CIBC Private Wealth Group Atlanta, Georgia	$1.83M	+$1.66M	1	0.02%	New
357	Regions Financial Corp Birmingham, Alabama	$1.83M	-$785K	1	0.02%	Reduced
358	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.82M	+$1.71M	1	0.08%	New
359	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.81M	+$1.71M	1	1.07%	New
360	Suntrust Banks Atlanta, Georgia	$1.81M	+$20.7K	2	0.01%	Increased
361	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.81M	-$349K	1	1.01%	Reduced
362	KBC Group Brussels, Belgium	$1.79M	-$6.85M	2	0.03%	Reduced
363	Nomura Asset Management Tokyo, Japan	$1.78M	-$345K	1	0.03%	Reduced
364	TCM Tradition Capital Management Summit, New Jersey	$1.78M	-$343K	1	0.58%	Reduced
365	Advisors Asset Management Monument, Colorado	$1.74M	+$486K	1	0.03%	Increased
366	WesBanco Bank Wheeling, West Virginia	$1.72M	-$422K	2	0.1%	Reduced
367	ACM Argent Capital Management St Louis, Missouri	$1.71M	-$669K	1	0.09%	Reduced
368	Douglass Winthrop Advisors New York	$1.68M	-$324K	1	0.17%	Reduced
369	SAM Solaris Asset Management New York	$1.67M	+$122K	1	1.15%	Increased
370	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.66M	+$1.56M	2	0.25%	New
371	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.64M	+$294K	1	0.23%	Increased
372	Weiss Multi-Strategy Advisers New York	$1.6M	+$766K	1	0.03%	Increased
373	CIBC Asset Management Toronto, Ontario, Canada	$1.59M	-$363K	1	0.01%	Reduced
374	Mutual of America Capital Management New York	$1.56M	-$297K	1	0.04%	Reduced
375	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.53M	-$162K	1	0.04%	Reduced