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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.06M	-$5.72K	1	0.01%	Reduced
402	SM Sciencast Management Princeton, New Jersey	$1.05M	+$1.09M	1	0.94%	New
403	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.05M	-$187K	2	0.02%	Reduced
404	CC Cipher Capital New York	$1.05M	+$704K	1	0.15%	Increased
405	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.04M	+$7.15K	2	0.1%	Increased
406	CPA Court Place Advisors Ellicott City, Maryland	$1.01M	-$12.2K	1	0.46%	Reduced
407	CIBC Asset Management Toronto, Ontario, Canada	$1.01M	-$272K	1	0.01%	Reduced
408	People's United Financial Bridgeport, Connecticut	$1M	-$31.9K	1	0.03%	Reduced
409	BCM Bayesian Capital Management Brooklyn, New York	$993K	+$1.14M	1	0.2%	New
410	KCM Kanawha Capital Management Richmond, Virginia	$993K	+$24.5K	1	0.16%	Increased
411	FCM Flinton Capital Management Philadelphia, Pennsylvania	$987K	+$37K	2	0.04%	Increased
412	BA Boston Advisors Boston, Massachusetts	$982K	+$8.25K	1	0.06%	Increased
413	RT Rockland Trust Hanover, Massachusetts	$980K	-$163	1	0.12%	Reduced
414	Pinnacle Associates New York	$967K	-$12.3K	1	0.03%	Reduced
415	Dai-ichi Life Insurance Company Tokyo, Japan	$950K	$0	1	0.03%	Maintained
416	VF Virtu Financial New York	$950K	+$604K	1	0.05%	Increased
417	FP Factorial Partners Mt. Kisco, New York	$943K	-$121K	1	0.99%	Reduced
418	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$940K	-$319K	1	0%	Reduced
419	SIM Sonora Investment Management Tucson, Arizona	$938K	+$53.1K	1	0.14%	Increased
420	Evercore Wealth Management New York	$937K	+$109K	1	0.04%	Increased
421	Railway Pension Investments London, United Kingdom	$937K	+$1.08M	1	0.02%	New
422	LMR Partners London, United Kingdom	$931K	+$1.07M	1	0.05%	New
423	TAM Tyers Asset Management Austin, Texas	$907K	+$29.1K	3	0.04%	Increased
424	JP Morgan Private Wealth Advisors San Francisco, California	$906K	-$30K	1	0.01%	Reduced
425	BWM BerganKDV Wealth Management Bloomington, Minnesota	$903K	+$54.6K	1	0.21%	Increased