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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	ACI Advance Capital I Southfield, Michigan	$994K	-$609K	1	2.01%	Reduced
352	MM Midas Management New York	$994K	$0	1	0.61%	Maintained
353	IAM ICM Asset Management Spokane, Washington	$977K	+$182K	1	1.3%	Increased
354	KBC Group Brussels, Belgium	$972K	-$495K	1	0.01%	Reduced
355	South Dakota Investment Council Sioux Falls, South Dakota	$972K	$0	1	0.02%	Maintained
356	Natixis Advisors Boston, Massachusetts	$966K	+$59.3K	1	0.01%	Increased
357	Kornitzer Capital Management Shawnee Mission, Kansas	$960K	-$140K	1	0.02%	Reduced
358	Thrivent Financial for Lutherans Minneapolis, Minnesota	$960K	+$52.2K	2	0%	Increased
359	FI FormulaFolio Investments Grand Rapids, Michigan	$955K	+$929K	1	0.14%	New
360	Evercore Wealth Management New York	$952K	$0	1	0.04%	Maintained
361	DC Deere & Company Moline, Illinois	$950K	-$13K	2	0.05%	Reduced
362	AIM Alambic Investment Management Belvedere, California	$932K	-$25.5K	1	0.22%	Reduced
363	UMB Bank Kansas City, Missouri	$916K	$0	1	0.04%	Maintained
364	HIC Harvey Investment Company Louisville, Kentucky	$898K	$0	1	0.19%	Maintained
365	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$894K	-$2.31K	1	0.02%	Reduced
366	Panagora Asset Management Boston, Massachusetts	$884K	-$8.41M	3	0%	Reduced
367	Kentucky Retirement Systems Frankfort, Kentucky	$874K	-$95.4K	1	0.06%	Reduced
368	PAM Paradigm Asset Management New York	$872K	-$182K	2	0.15%	Reduced
369	ACS Archford Capital Strategies Swansea, Illinois	$871K	-$8.45K	1	0.36%	Reduced
370	OLA Oliver Luxxe Assets Gladstone, New Jersey	$869K	+$846K	1	0.68%	New
371	SIM Sonora Investment Management Tucson, Arizona	$865K	-$37.6K	1	0.18%	Reduced
372	Gateway Investment Advisers Cincinnati, Ohio	$864K	+$1.22K	1	0.01%	Increased
373	PineBridge Investments New York	$855K	-$2.81M	2	0.04%	Reduced
374	D.A. Davidson & Co Great Falls, Montana	$845K	+$518K	1	0.02%	Increased
375	Meiji Yasuda Life Insurance Tokyo, Japan	$839K	$0	1	0.11%	Maintained