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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	FP Factorial Partners Mt. Kisco, New York	$3.29M	$0	1	2.4%	Maintained
402	Rathbones Group Liverpool, United Kingdom	$3.24M	+$652K	1	0.02%	Increased
403	First Manhattan New York	$3.21M	-$504K	3	0.01%	Reduced
404	New York Life Investment Management New York	$3.19M	+$18.5K	1	0.03%	Increased
405	CWM Cornerstone Wealth Management St. Peters, Missouri	$3.17M	+$162K	1	0.3%	Increased
406	FHB First Hawaiian Bank Honolulu, Hawaii	$3.17M	+$1.44M	2	0.11%	Increased
407	KTA Keeley-Teton Advisors Chicago, Illinois	$3.16M	-$2.16M	1	0.44%	Reduced
408	CIBC Asset Management Toronto, Ontario, Canada	$3.16M	-$41K	2	0.01%	Reduced
409	SWP Strategic Wealth Partners Independence, Ohio	$3.13M	+$173K	1	0.41%	Increased
410	Edmond de Rothschild Holding Chambesy, Switzerland	$3.12M	-$292K	2	0.06%	Reduced
411	Sit Investment Associates Minneapolis, Minnesota	$3.09M	$0	1	0.08%	Maintained
412	MML Investors Services Springfield, Massachusetts	$3.05M	+$574K	2	0.02%	Increased
413	FRA Front Row Advisors Tiburon, California	$3.04M	+$3.14M	1	1.4%	Increased
414	Geneos Wealth Management Englewood, Colorado	$3.02M	+$49.1K	4	0.16%	Increased
415	EP Wealth Advisors Torrance, California	$3.01M	+$777K	1	0.05%	Increased
416	ECM Estabrook Capital Management New York	$3M	-$57.3K	1	0.53%	Reduced
417	ARG Advisory Resource Group Tulsa, Oklahoma	$2.98M	+$145K	1	0.8%	Increased
418	Wealthfront Advisers Palo Alto, California	$2.98M	+$193K	1	0.01%	Increased
419	WBC Westpac Banking Corp Sydney, Australia	$2.95M	-$222K	1	0.22%	Reduced
420	CG Castellan Group Louisville, Kentucky	$2.94M	+$2.7M	1	2.07%	New
421	TDC Thompson Davis & Co Richmond, Virginia	$2.94M	-$21.7K	1	3.63%	Reduced
422	BP BBR Partners New York	$2.93M	+$1.44K	1	0.33%	Increased
423	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2.92M	+$1.79M	1	0.75%	Increased
424	BFA Benedict Financial Advisors Atlanta, Georgia	$2.91M	-$30.9K	1	0.84%	Reduced
425	ACM Ayrshire Capital Management Westport, Connecticut	$2.91M	-$1.54M	1	1.88%	Reduced