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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	Meag Munich Ergo Munich, Germany	$1.35M	-$435K	1	0.25%	Reduced
402	IFM Investors Melbourne, Australia	$1.33M	+$196K	1	0.06%	Increased
403	CAM Claret Asset Management Montreal, Quebec, Canada	$1.31M	-$26.7K	1	0.29%	Reduced
404	Norinchukin Bank Tokyo, Japan	$1.31M	+$14.6K	1	0.02%	Increased
405	ECM Everence Capital Management Goshen, Indiana	$1.3M	$0	2	0.14%	Maintained
406	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.29M	-$672K	2	0.23%	Reduced
407	Amalgamated Bank New York	$1.29M	-$419K	2	0.06%	Reduced
408	LA LexAurum Advisors Overland Park, Kansas	$1.28M	$0	1	0.53%	Maintained
409	Winton Group London, United Kingdom	$1.26M	-$1.81M	2	0.04%	Reduced
410	EFEM Eos Focused Equity Management New York	$1.25M	$0	1	1.34%	Maintained
411	PHK Point72 Hong Kong Hong Kong	$1.25M	+$1.27M	3	0.13%	New
412	WCM Weld Capital Management New York	$1.25M	+$1.04M	1	0.49%	Increased
413	CAM ClariVest Asset Management San Diego, California	$1.25M	-$359K	1	0.04%	Reduced
414	DCM Dupont Capital Management Wilmington, Delaware	$1.23M	-$287K	1	0.03%	Reduced
415	BFA Brendel Financial Advisors Hanover, New Hampshire	$1.21M	+$91.5K	1	0.97%	Increased
416	Evercore Wealth Management New York	$1.18M	+$6.64K	1	0.03%	Increased
417	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.18M	-$8.14K	1	0.7%	Reduced
418	FCCM First City Capital Management Savannah, Georgia	$1.17M	+$472K	1	0.43%	Increased
419	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.17M	-$64.2K	1	0.01%	Reduced
420	Bridgewater Associates Westport, Connecticut	$1.16M	+$1.15M	1	0.01%	New
421	CWM Chesapeake Wealth Management Williamsburg, Virginia	$1.16M	+$22.3K	1	0.43%	Increased
422	Verition Fund Management Greenwich, Connecticut	$1.16M	+$371K	2	0.02%	Increased
423	RC Roubaix Capital Denver, Colorado	$1.14M	+$1.11M	1	1.35%	New
424	DF Donoghue Forlines Boston, Massachusetts	$1.14M	+$1.21M	1	0.31%	New
425	FL Fort LP Chevy Chase, Maryland	$1.14M	+$143K	1	0.48%	Increased