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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
376	TC TownSquare Capital Provo, Utah	$1.26M	+$470K	1	0.1%	Increased
377	Assenagon Asset Management Senningerberg, Luxembourg	$1.26M	-$19.5M	1	0.01%	Reduced
378	B BP London, United Kingdom	$1.26M	$0	1	0.05%	Maintained
379	Douglass Winthrop Advisors New York	$1.22M	$0	1	0.05%	Maintained
380	SCM Schneider Capital Management Berwyn, Pennsylvania	$1.21M	+$2.47M	1	0.69%	New
381	AIA Allied Investment Advisors Billings, Montana	$1.2M	-$791K	1	0.87%	Reduced
382	TA Teton Advisors Rye, New York	$1.2M	-$133K	1	0.2%	Reduced
383	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.19M	-$166K	1	0.81%	Reduced
384	Montag & Associates Atlanta, Georgia	$1.19M	-$153K	1	0.12%	Reduced
385	Kennedy Capital Management St Louis, Missouri	$1.18M	+$82.3K	1	0.04%	Increased
386	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.15M	+$31K	2	0.11%	Increased
387	Dai-ichi Life Insurance Company Tokyo, Japan	$1.13M	$0	1	0.04%	Maintained
388	Nissay Asset Management Tokyo, Japan	$1.13M	+$38.5K	1	0.03%	Increased
389	Geneos Wealth Management Englewood, Colorado	$1.12M	-$202K	2	0.08%	Reduced
390	Mission Wealth Management Santa Barbara, California	$1.12M	-$321K	1	0.12%	Reduced
391	Squarepoint New York	$1.1M	-$1.19M	3	0.03%	Reduced
392	FP Foundry Partners Minneapolis, Minnesota	$1.08M	+$1.17M	1	0.06%	New
393	KCM Kanawha Capital Management Richmond, Virginia	$1.07M	+$17K	1	0.16%	Increased
394	CIBC Asset Management Toronto, Ontario, Canada	$1.05M	-$49.2K	1	0.01%	Reduced
395	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.05M	$0	1	0.02%	Maintained
396	AWAM Appian Way Asset Management New York	$1.04M	+$1.44M	1	0.77%	New
397	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.03M	$0	1	0.1%	Maintained
398	ECM Everence Capital Management Goshen, Indiana	$1.03M	$0	2	0.14%	Maintained
399	Norinchukin Bank Tokyo, Japan	$1.02M	-$752K	1	0.02%	Reduced
400	Nordea Investment Management Stockholm, Sweden	$1.01M	+$48.9K	1	0%	Increased