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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	CIBC Private Wealth Group Atlanta, Georgia	$2.15M	-$270K	3	0.01%	Reduced
352	SEC Seven Eight Capital New York	$2.12M	-$4.78M	1	0.11%	Reduced
353	EFEM Eos Focused Equity Management New York	$2.08M	+$122K	1	2.53%	Increased
354	Norinchukin Bank Tokyo, Japan	$2.05M	-$675K	1	0.03%	Reduced
355	Suntrust Banks Atlanta, Georgia	$2.05M	-$20.8K	1	0.01%	Reduced
356	FBT First Bankers Trust Louisville, Kentucky	$2.05M	+$399K	1	0.95%	Increased
357	AIA Allied Investment Advisors Billings, Montana	$2.01M	$0	1	1.35%	Maintained
358	Jefferies Group New York	$1.97M	+$863K	2	0.01%	Increased
359	Ladenburg Thalmann Financial Services Miami, Florida	$1.96M	+$283K	4	0.01%	Increased
360	SAM Securian Asset Management St Paul, Minnesota	$1.96M	-$5.48K	2	0.05%	Reduced
361	Voleon Capital Management Berkeley, California	$1.96M	+$2.03M	1	0.11%	New
362	FCM Flinton Capital Management Philadelphia, Pennsylvania	$1.95M	+$727K	2	0.06%	Increased
363	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.91M	-$370K	1	0.02%	Reduced
364	Capital Fund Management (CFM) Paris, France	$1.88M	-$1.39M	1	0.02%	Reduced
365	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.88M	-$170K	2	0.08%	Reduced
366	Silvercrest Asset Management New York	$1.86M	-$1.73K	1	0.02%	Reduced
367	CAM Claret Asset Management Montreal, Quebec, Canada	$1.86M	+$12K	1	0.38%	Increased
368	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$1.85M	+$12.3K	1	0.05%	Increased
369	BOH Bank of Hawaii Honolulu, Hawaii	$1.83M	+$690K	1	0.14%	Increased
370	CC Cipher Capital New York	$1.79M	-$5.51M	2	0.15%	Reduced
371	Barings Charlotte, North Carolina	$1.78M	-$19.2K	1	0.04%	Reduced
372	Nomura Holdings Tokyo, Japan	$1.78M	-$308K	2	0.01%	Reduced
373	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.77M	-$111K	1	0.02%	Reduced
374	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.77M	$0	1	0.4%	Maintained
375	ExodusPoint Capital Management New York	$1.75M	+$1.75M	3	0.07%	New