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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	TD Private Client Wealth New York	$1.01M	-$109K	2	0.07%	Reduced
402	Allianz Asset Management Munich, Germany	$993K	-$5.8M	1	0%	Reduced
403	LA LexAurum Advisors Overland Park, Kansas	$991K	$0	1	0.69%	Maintained
404	Twin Tree Management Dallas, Texas	$987K	+$1.25M	1	0%	Increased
405	Kornitzer Capital Management Shawnee Mission, Kansas	$986K	-$48K	1	0.02%	Reduced
406	Bridgeway Capital Management Houston, Texas	$958K	$0	1	0.02%	Maintained
407	Segall Bryant & Hamill Chicago, Illinois	$956K	-$868K	2	0.02%	Reduced
408	WBC Westpac Banking Corp Sydney, Australia	$944K	$0	1	0.02%	Maintained
409	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$938K	-$6.79K	1	0.66%	Reduced
410	JWM JGP Wealth Management Bend, Oregon	$937K	-$61.4K	1	0.33%	Reduced
411	UMB Bank Kansas City, Missouri	$907K	-$2.54K	1	0.03%	Reduced
412	Evercore Wealth Management New York	$906K	-$10.6K	1	0.03%	Reduced
413	RAM RWC Asset Management London, United Kingdom	$902K	-$257K	1	0.05%	Reduced
414	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$901K	+$1.14M	1	0.01%	New
415	1832 Asset Management Toronto, Ontario, Canada	$893K	-$120K	1	0%	Reduced
416	CIBC World Markets New York	$892K	-$8.13M	1	0.01%	Reduced
417	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$891K	+$1.19M	1	0.35%	New
418	Quadrature Capital London, United Kingdom	$889K	+$1.12M	1	0.21%	New
419	TAM THB Asset Management Norwalk, Connecticut	$875K	+$209K	1	0.27%	Increased
420	OSIA O'Shares Investment Advisers Boston, Massachusetts	$873K	-$42.1K	2	0.16%	Reduced
421	CWM Chesapeake Wealth Management Williamsburg, Virginia	$872K	+$35.4K	1	0.4%	Increased
422	Jefferies Group New York	$870K	+$671K	1	0.01%	Increased
423	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$868K	+$255K	2	0.71%	Increased
424	3C 361 Capital Denver, Colorado	$866K	+$615K	2	0.39%	Increased
425	HIC Harvey Investment Company Louisville, Kentucky	$856K	$0	1	0.17%	Maintained