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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	Colony Group Boston, Massachusetts	$818K	+$199K	1	0.09%	Increased
402	First Horizon Advisors Memphis, Tennessee	$789K	-$143K	1	0.11%	Reduced
403	Mackenzie Financial Toronto Ontario, Ontario, Canada	$772K	+$160K	1	0%	Increased
404	HBK Investments Dallas, Texas	$764K	-$2.36M	1	0.01%	Reduced
405	Gofen & Glossberg Chicago, Illinois	$760K	$0	1	0.03%	Maintained
406	Profund Advisors Bethesda, Maryland	$760K	+$350K	2	0.03%	Increased
407	Kentucky Retirement Systems Frankfort, Kentucky	$759K	-$93.9K	1	0.06%	Reduced
408	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$756K	+$164K	1	0%	Increased
409	Natixis Advisors Boston, Massachusetts	$749K	-$5.01K	1	0.01%	Reduced
410	Virtu KCG Holdings New York	$701K	-$1.02M	1	0.01%	Reduced
411	FIM Fruth Investment Management Houston, Texas	$695K	+$13.8K	1	0.3%	Increased
412	JP Morgan Private Wealth Advisors San Francisco, California	$695K	-$121K	1	0.01%	Reduced
413	PP PDT Partners New York	$692K	+$127K	1	0.02%	Increased
414	Vident Investment Advisory Alpharetta, Georgia	$676K	+$90.7K	2	0.14%	Increased
415	FMB Field & Main Bank Henderson, Kentucky	$668K	+$44.5K	1	0.62%	Increased
416	Norinchukin Bank Tokyo, Japan	$668K	-$5.53K	1	0.02%	Reduced
417	PFC Phocas Financial Corp Alameda, California	$667K	-$4.4M	1	0.05%	Reduced
418	MC Menta Capital San Francisco, California	$658K	-$153K	2	0.08%	Reduced
419	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$653K	+$42.4K	1	0.08%	Increased
420	PC Palo Capital Newport Beach, California	$651K	+$125K	1	0.53%	Increased
421	Thrivent Financial for Lutherans Minneapolis, Minnesota	$650K	+$2.26K	2	0%	Increased
422	Truist Financial Charlotte, North Carolina	$636K	+$151K	1	0.02%	Increased
423	CONA Capital One National Association New York	$635K	-$122K	1	0.06%	Reduced
424	Catalyst Capital Advisors Huntington, New York	$622K	$0	1	0.07%	Maintained
425	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$621K	$0	1	0.08%	Maintained