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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
401	GMIM General Motors Investment Management New York	$1.2M	+$92.6K	2	0.1%	Increased
402	CONA Capital One National Association New York	$1.17M	+$133K	1	0.12%	Increased
403	CAM ClariVest Asset Management San Diego, California	$1.17M	+$356K	3	0.05%	Increased
404	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.17M	+$1.12M	1	0.23%	New
405	Two Sigma Advisers New York	$1.15M	+$533K	2	0.01%	Increased
406	PGIM Pacific Global Investment Management Glendale, California	$1.15M	+$245K	1	0.22%	Increased
407	NCIM New Century Investment Management Southfield, Michigan	$1.12M	+$1.07M	1	0.76%	New
408	Oppenheimer & Co New York	$1.11M	+$485K	1	0.04%	Increased
409	DC Deere & Company Moline, Illinois	$1.1M	-$2.33K	2	0.06%	Reduced
410	HIC Harvey Investment Company Louisville, Kentucky	$1.1M	$0	1	0.31%	Maintained
411	Evercore Wealth Management New York	$1.09M	+$4.32K	1	0.06%	Increased
412	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.06M	+$215K	1	0.06%	Increased
413	FBT First Bankers Trust Louisville, Kentucky	$1.03M	-$21.5K	1	0.55%	Reduced
414	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.02M	-$280K	1	0.01%	Reduced
415	TCM Telos Capital Management San Diego, California	$1.01M	+$10K	1	0.82%	Increased
416	CIS Connors Investor Services Wyomissing, Pennsylvania	$999K	-$37K	1	0.28%	Reduced
417	Commonwealth Equity Services Waltham, Massachusetts	$990K	+$164K	1	0.02%	Increased
418	Gofen & Glossberg Chicago, Illinois	$988K	-$85.9K	1	0.05%	Reduced
419	ST Stifel Trust St. Louis, Missouri	$985K	$0	1	0.2%	Maintained
420	AEGON Asset Management (UK) Edinburgh, United Kingdom	$981K	+$939K	1	0.22%	New
421	Citadel Advisors Miami, Florida	$954K	-$782K	2	0%	Reduced
422	Arrowstreet Capital Boston, Massachusetts	$944K	+$665K	1	0.01%	Increased
423	F&C Asset Management Edinburgh, Scotland, United Kingdom	$925K	+$45K	1	0.01%	Increased
424	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$925K	+$182K	1	0.03%	Increased
425	MIS Morningstar Investment Services Chicago, Illinois	$925K	-$165K	1	0.08%	Reduced