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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	MMM Mendel Money Management Northbrook, Illinois	$1.96M	+$2.12M	1	1.91%	New
352	Cullen/Frost Bankers San Antonio, Texas	$1.96M	-$193K	1	0.08%	Reduced
353	WAM World Asset Management Detroit, Michigan	$1.94M	+$102K	1	0.06%	Increased
354	Sterling Capital Management Charlotte, North Carolina	$1.92M	+$46K	2	0.02%	Increased
355	SAM Shell Asset Management The Hague, Netherlands	$1.89M	-$289K	1	0.03%	Reduced
356	MVM McClain Value Management New Canaan, Connecticut	$1.87M	+$2.2M	1	0.36%	New
357	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.85M	+$724K	2	0.25%	Increased
358	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$1.85M	$0	1	0.39%	Maintained
359	CCM Catawba Capital Management Roanoke, Virginia	$1.83M	-$157K	1	0.43%	Reduced
360	TAM THB Asset Management Norwalk, Connecticut	$1.83M	-$846K	1	0.13%	Reduced
361	Suntrust Banks Atlanta, Georgia	$1.8M	+$318K	1	0.01%	Increased
362	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.79M	$0	1	0.07%	Maintained
363	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.77M	+$9.57K	1	1.03%	Increased
364	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.77M	-$12M	2	0%	Reduced
365	AL Airain Ltd St. Peter Port, Guernsey	$1.76M	+$1.91M	1	0.12%	New
366	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.74M	-$80.4K	1	0.06%	Reduced
367	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.73M	-$38.8K	1	1.17%	Reduced
368	TCM Tradition Capital Management Summit, New Jersey	$1.68M	-$4.36K	1	0.54%	Reduced
369	Nomura Asset Management Tokyo, Japan	$1.64M	-$52.3K	1	0.03%	Reduced
370	Douglass Winthrop Advisors New York	$1.63M	$0	1	0.15%	Maintained
371	STRS Ohio Columbus, Ohio	$1.62M	-$240K	3	0.01%	Reduced
372	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.61M	$0	1	0.15%	Maintained
373	WesBanco Bank Wheeling, West Virginia	$1.6M	$0	2	0.09%	Maintained
374	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.59M	+$34.8K	1	0.02%	Increased
375	Gateway Investment Advisers Cincinnati, Ohio	$1.58M	-$8.72K	1	0.01%	Reduced