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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	SAM Securian Asset Management St Paul, Minnesota	$1.07M	+$9.36K	1	0.03%	Increased
402	DC Deere & Company Moline, Illinois	$1.07M	-$309K	1	0.06%	Reduced
403	RT Rockland Trust Hanover, Massachusetts	$1.05M	+$9.61K	1	0.22%	Increased
404	TI Turner Investments Berwyn, Pennsylvania	$1.05M	$0	1	0.13%	Maintained
405	Sumitomo Life Insurance Tokyo, Japan	$1.03M	-$146K	1	0.1%	Reduced
406	FBT First Bankers Trust Louisville, Kentucky	$1.02M	+$27.6K	1	0.44%	Increased
407	NI Nuance Investments Kansas City, Missouri	$1.02M	+$467K	1	0.11%	Increased
408	GA Geneva Advisors Chicago, Illinois	$1.02M	-$41.7M	1	0.02%	Reduced
409	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.01M	+$1.08M	1	1.02%	New
410	PGIM Pacific Global Investment Management Glendale, California	$973K	-$21.7K	1	0.17%	Reduced
411	MM Midas Management New York	$968K	$0	1	0.5%	Maintained
412	First Horizon Advisors Memphis, Tennessee	$962K	+$767K	1	0.15%	Increased
413	South Dakota Investment Council Sioux Falls, South Dakota	$947K	+$1.01M	1	0.02%	New
414	FAAM First Allied Asset Management San Diego, California	$941K	+$989K	1	0.13%	New
415	UR USCA RIA Houston, Texas	$921K	+$985K	1	0.25%	New
416	Virginia Retirement Systems Richmond, Virginia	$917K	+$86.3K	2	0.01%	Increased
417	ZCM Zebra Capital Management Stamford, Connecticut	$915K	-$4.28K	1	0.35%	Reduced
418	Evercore Wealth Management New York	$910K	-$2.36K	1	0.05%	Reduced
419	Ferguson Wellman Capital Management Portland, Oregon	$900K	-$7.93M	1	0.04%	Reduced
420	Boston Trust Walden Boston, Massachusetts	$890K	$0	1	0.01%	Maintained
421	Kentucky Retirement Systems Frankfort, Kentucky	$882K	-$51.1K	1	0.07%	Reduced
422	Kornitzer Capital Management Shawnee Mission, Kansas	$880K	+$43K	1	0.01%	Increased
423	HIC Harvey Investment Company Louisville, Kentucky	$875K	$0	1	0.2%	Maintained
424	ST Somerset Trust Somerset, Pennsylvania	$873K	-$51.3K	1	0.58%	Reduced
425	UMB Bank Kansas City, Missouri	$871K	$0	1	0.04%	Maintained