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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	Advisor Group Phoenix, Arizona	$684K	+$661K	2	0.02%	New
402	Commonwealth Equity Services Waltham, Massachusetts	$679K	+$21.9K	1	0.01%	Increased
403	OppenheimerFunds New York	$673K	-$485	1	0%	Reduced
404	SFA Staton Financial Advisors Charlotte, North Carolina	$667K	+$68.4K	1	0.61%	Increased
405	Gofen & Glossberg Chicago, Illinois	$659K	-$102K	1	0.03%	Reduced
406	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$645K	+$636K	1	0.04%	New
407	CAAS Capital Asset Advisory Services Williamston, Michigan	$631K	-$387K	1	0.83%	Reduced
408	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$622K	$0	1	0.08%	Maintained
409	PCM Penn Capital Management Philadelphia, Pennsylvania	$617K	-$4.34M	1	0.04%	Reduced
410	BWM BerganKDV Wealth Management Bloomington, Minnesota	$614K	-$18.4K	1	0.26%	Reduced
411	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$605K	-$55.1K	1	0.07%	Reduced
412	RA Rational Advisors Huntington, New York	$605K	$0	1	0.42%	Maintained
413	TCM Tradition Capital Management Summit, New Jersey	$597K	$0	1	0.2%	Maintained
414	Ladenburg Thalmann Financial Services Miami, Florida	$580K	+$46.3K	3	0.01%	Increased
415	IAM ICM Asset Management Spokane, Washington	$571K	-$338K	1	0.83%	Reduced
416	P Pitcairn Conshohocken, Pennsylvania	$569K	-$6.47K	1	0.07%	Reduced
417	BTNA Bremer Trust National Association St. Cloud, Minnesota	$564K	-$14.9K	1	0.16%	Reduced
418	Norinchukin Bank Tokyo, Japan	$564K	-$1.51M	1	0.01%	Reduced
419	Aristotle Capital Management Los Angeles, California	$557K	$0	1	0.01%	Maintained
420	ZCM Zebra Capital Management Stamford, Connecticut	$557K	+$59.3K	1	0.19%	Increased
421	JP Morgan Private Wealth Advisors San Francisco, California	$541K	-$154K	1	0.01%	Reduced
422	Amalgamated Bank New York	$538K	+$101K	1	0.03%	Increased
423	LAM Lebenthal Asset Management New York	$538K	+$518K	1	0.07%	New
424	LH Lebenthal Holdings New York	$538K	-$18.7K	1	0.07%	Reduced
425	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$534K	$0	1	0.27%	Maintained