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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	EFEM Eos Focused Equity Management New York	$3.06M	$0	1	2.62%	Maintained
352	F F3Logic Burnsville, Minnesota	$3.03M	+$501K	1	0.37%	Increased
353	JP Morgan Private Wealth Advisors San Francisco, California	$3.03M	+$611K	2	0.01%	Increased
354	CPA Court Place Advisors Ellicott City, Maryland	$3.02M	+$396K	1	0.88%	Increased
355	Nomura Holdings Tokyo, Japan	$2.97M	+$626K	1	0.01%	Increased
356	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.95M	+$140K	1	0.02%	Increased
357	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$2.94M	-$178K	1	0.19%	Reduced
358	Rathbones Group Liverpool, United Kingdom	$2.89M	+$191K	1	0.03%	Increased
359	CIM Cambria Investment Management Manhattan Beach, California	$2.87M	+$393K	1	0.49%	Increased
360	IFM Investors Melbourne, Australia	$2.86M	+$370K	1	0.06%	Increased
361	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.84M	+$2.79M	1	0.04%	New
362	Qube Research & Technologies (QRT) London, United Kingdom	$2.81M	+$105K	2	0.03%	Increased
363	Walleye Capital New York	$2.8M	+$2.74M	1	0.1%	New
364	Ameritas Investment Partners Lincoln, Nebraska	$2.79M	-$31.5K	4	0.1%	Reduced
365	AE Wealth Management Topeka, Kansas	$2.75M	+$886K	2	0.02%	Increased
366	WesBanco Bank Wheeling, West Virginia	$2.74M	$0	2	0.1%	Maintained
367	CCG Chatham Capital Group Savannah, Georgia	$2.72M	+$308	1	0.53%	Increased
368	Fuller & Thaler Asset Management San Mateo, California	$2.72M	-$68.9K	1	0.02%	Reduced
369	FBT First Bankers Trust Louisville, Kentucky	$2.67M	-$956K	1	1.3%	Reduced
370	MCM Monument Capital Management Alexandria, Virginia	$2.64M	+$2.59M	1	0.92%	New
371	SW SVB Wealth Boston, Massachusetts	$2.63M	+$12.7K	1	0.03%	Increased
372	PCM Prelude Capital Management New York	$2.61M	+$1.52M	2	0.08%	Increased
373	O'Shaughnessy Asset Management Stamford, Connecticut	$2.58M	+$251K	4	0.05%	Increased
374	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.53M	+$201K	2	0.09%	Increased
375	Crossmark Global Holdings Houston, Texas	$2.51M	+$20.4K	3	0.06%	Increased