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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	Jefferies Group New York	$590K	+$550K	1	0%	New
402	BWM BerganKDV Wealth Management Bloomington, Minnesota	$587K	+$548K	1	0.35%	New
403	ACI Advance Capital I Southfield, Michigan	$585K	-$306K	1	0.6%	Reduced
404	OI Oakbrook Investments Lisle, Illinois	$582K	-$471K	1	0.04%	Reduced
405	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$578K	$0	1	0.08%	Maintained
406	CEP Chicago Equity Partners Chicago, Illinois	$569K	+$187K	1	0.02%	Increased
407	Susquehanna International Group Bala Cynwyd, Pennsylvania	$565K	-$1.76M	1	0%	Reduced
408	PRCM Pine River Capital Management Minnetonka, Minnesota	$557K	+$520K	1	0.01%	New
409	Choate Investment Advisors Boston, Massachusetts	$555K	+$136K	1	0.04%	Increased
410	TCM Tradition Capital Management Summit, New Jersey	$554K	$0	1	0.18%	Maintained
411	SFA Staton Financial Advisors Charlotte, North Carolina	$553K	+$141K	1	0.53%	Increased
412	SAM Shell Asset Management The Hague, Netherlands	$549K	-$71.1K	1	0.01%	Reduced
413	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$543K	+$7.7K	2	0.04%	Increased
414	BTNA Bremer Trust National Association St. Cloud, Minnesota	$538K	+$9.94K	1	0.16%	Increased
415	P Pitcairn Conshohocken, Pennsylvania	$534K	-$48.4K	1	0.07%	Reduced
416	First Horizon Advisors Memphis, Tennessee	$531K	+$776	1	0.06%	Increased
417	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$523K	+$66K	1	0.18%	Increased
418	QIM Quantitative Investment Management Charlottesville, Virginia	$521K	+$486K	1	0.03%	New
419	LH Lebenthal Holdings New York	$518K	+$7.56K	1	0.09%	Increased
420	Aristotle Capital Management Los Angeles, California	$517K	-$480K	1	0.01%	Reduced
421	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$512K	+$51.3K	1	0.01%	Increased
422	GCA Gideon Capital Advisors New York	$507K	-$60.5K	1	0.63%	Reduced
423	ZCM Zebra Capital Management Stamford, Connecticut	$506K	+$415K	1	0.2%	New
424	CONA Capital One National Association New York	$499K	-$11.7K	1	0.05%	Reduced
425	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$496K	-$43.2K	1	0.03%	Reduced