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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	Cresset Asset Management Chicago, Illinois	$2.3M	-$237K	2	0.03%	Reduced
402	Cullen/Frost Bankers San Antonio, Texas	$2.27M	-$55K	2	0.05%	Reduced
403	Silvercrest Asset Management New York	$2.25M	-$3.15K	1	0.02%	Reduced
404	CIBC Asset Management Toronto, Ontario, Canada	$2.25M	+$276K	2	0.01%	Increased
405	Nissay Asset Management Tokyo, Japan	$2.23M	+$94.1K	1	0.02%	Increased
406	DC Diametric Capital Boston, Massachusetts	$2.2M	-$1.37M	1	1.74%	Reduced
407	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$2.2M	+$1.77M	1	0.03%	Increased
408	U.S. Capital Wealth Advisors Austin, Texas	$2.15M	+$2.29M	1	0.09%	New
409	Private Advisor Group Morristown, New Jersey	$2.15M	+$1.28M	1	0.01%	Increased
410	Brinker Capital Investments Berwyn, Pennsylvania	$2.14M	$0	1	0.03%	Maintained
411	Oppenheimer & Co New York	$2.12M	+$8.61K	2	0.04%	Increased
412	RHJA Rice Hall James & Associates San Diego, California	$2.12M	-$102K	1	0.08%	Reduced
413	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$2.11M	-$279K	1	0.06%	Reduced
414	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.1M	-$132K	1	0.01%	Reduced
415	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.1M	+$2M	3	0.02%	Increased
416	MD Financial Management Ottawa, Ontario, Canada	$2.08M	+$164K	1	0.05%	Increased
417	Marshall Wace London, United Kingdom	$2.05M	+$1.72M	2	0.01%	Increased
418	Swiss Life Asset Management Zurich,	$2.02M	+$576K	1	0.03%	Increased
419	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.99M	+$142K	1	0.44%	Increased
420	MP Mangrove Partners Greenwich, Connecticut	$1.97M	+$1.93M	1	0.18%	New
421	DTL Dynamic Technology Lab Singapore	$1.96M	+$60.1K	1	0.24%	Increased
422	VanEck Associates New York	$1.95M	+$179K	1	0%	Increased
423	KCM Kanawha Capital Management Richmond, Virginia	$1.95M	-$19.7K	1	0.18%	Reduced
424	WBC Westpac Banking Corp Sydney, Australia	$1.95M	-$1.95M	1	0.02%	Reduced
425	Jefferies Group New York	$1.95M	+$2.08M	1	0.01%	New