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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	CCM Catawba Capital Management Roanoke, Virginia	$1.11M	-$288K	1	0.26%	Reduced
402	Cullen/Frost Bankers San Antonio, Texas	$1.1M	-$285K	1	0.03%	Reduced
403	WAM World Asset Management Detroit, Michigan	$1.09M	+$40.3K	2	0.05%	Increased
404	GCP GSA Capital Partners London, United Kingdom	$1.09M	+$523K	2	0.05%	Increased
405	RIM Redwood Investment Management Scottsdale, Arizona	$1.09M	+$1.13M	1	0.42%	New
406	IAM Impax Asset Management Portsmouth, New Hampshire	$1.08M	+$1.12M	1	0.06%	New
407	SCC Spring Creek Capital Wichita, Kansas	$1.08M	+$1.13M	1	0.13%	New
408	Glenmede Trust Philadelphia, Pennsylvania	$1.06M	-$460K	2	0%	Reduced
409	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.06M	-$336K	2	0.1%	Reduced
410	JP Morgan Private Wealth Advisors San Francisco, California	$1.06M	+$418K	2	0.01%	Increased
411	CPA Court Place Advisors Ellicott City, Maryland	$1.05M	-$281K	1	0.44%	Reduced
412	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.05M	+$1.09M	1	0.7%	New
413	Cambridge Investment Research Advisors Fairfield, Iowa	$1.05M	-$286K	1	0.01%	Reduced
414	NA Neuburgh Advisers Los Angeles, California	$1.05M	+$362K	2	0.04%	Increased
415	BA Boston Advisors Boston, Massachusetts	$1.04M	-$297K	1	0.03%	Reduced
416	Ladenburg Thalmann Financial Services Miami, Florida	$1.03M	-$186K	3	0.01%	Reduced
417	Pinnacle Associates New York	$1.03M	-$255K	1	0.02%	Reduced
418	Renaissance Technologies New York	$1.03M	-$37.1M	2	0%	Reduced
419	VI Versor Investments New York	$1.02M	+$1.06M	1	0.34%	New
420	RT Rockland Trust Hanover, Massachusetts	$1.01M	-$251K	1	0.13%	Reduced
421	TIAA FSB Jacksonville, Florida	$1.01M	-$520K	1	0.01%	Reduced
422	DCM Dupont Capital Management Wilmington, Delaware	$1.01M	-$44.1K	1	0.02%	Reduced
423	Segall Bryant & Hamill Chicago, Illinois	$998K	-$10.9M	1	0.02%	Reduced
424	Dai-ichi Life Insurance Company Tokyo, Japan	$980K	-$244K	1	0.02%	Reduced
425	SCM SG Capital Management Chicago, Illinois	$975K	+$967K	1	0.16%	New