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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	PI Pettee Investors Rowayton, Connecticut	$2.22M	+$225K	1	0.98%	Increased
402	FHB First Hawaiian Bank Honolulu, Hawaii	$2.19M	+$19K	2	0.07%	Increased
403	AE Wealth Management Topeka, Kansas	$2.19M	-$775K	1	0.02%	Reduced
404	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$2.14M	-$177K	1	0.06%	Reduced
405	Hantz Financial Services Southfield, Michigan	$2.12M	+$354K	1	0.06%	Increased
406	Cullen/Frost Bankers San Antonio, Texas	$2.12M	$0	1	0.04%	Maintained
407	Xponance Philadelphia, Pennsylvania	$2.1M	+$38K	2	0.04%	Increased
408	Norinchukin Bank Tokyo, Japan	$2.1M	+$173K	1	0.03%	Increased
409	RHJA Rice Hall James & Associates San Diego, California	$2.09M	-$50.4K	1	0.08%	Reduced
410	Private Advisor Group Morristown, New Jersey	$2.08M	+$550K	2	0.02%	Increased
411	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.06M	-$528K	1	0.03%	Reduced
412	MML Investors Services Springfield, Massachusetts	$2.01M	+$169K	1	0.01%	Increased
413	PCM Prelude Capital Management New York	$1.98M	-$1.54M	2	0.06%	Reduced
414	Erste Asset Management Vienna, Austria	$1.97M	+$331K	1	0.04%	Increased
415	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.96M	+$57.6K	1	0.19%	Increased
416	KCM Kanawha Capital Management Richmond, Virginia	$1.95M	-$10.7K	1	0.17%	Reduced
417	FL Fort LP Chevy Chase, Maryland	$1.92M	+$182K	2	0.72%	Increased
418	PHK Point72 Hong Kong Hong Kong	$1.9M	+$1.69M	3	0.07%	Increased
419	GCP GSA Capital Partners London, United Kingdom	$1.87M	-$1.32M	1	0.25%	Reduced
420	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.86M	+$1.24M	1	0.01%	Increased
421	Dai-ichi Life Insurance Company Tokyo, Japan	$1.85M	$0	1	0.03%	Maintained
422	Mission Wealth Management Santa Barbara, California	$1.82M	-$42.7K	1	0.08%	Reduced
423	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.81M	+$215K	1	0.06%	Increased
424	HFS Haverford Financial Services Radnor, Pennsylvania	$1.79M	$0	1	0.44%	Maintained
425	DCM Dupont Capital Management Wilmington, Delaware	$1.79M	+$610K	1	0.07%	Increased