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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	OCM Olstein Capital Management Purchase, New York	$5.05M	-$537K	1	0.9%	Reduced
402	EIP Easterly Investment Partners Beverly, Massachusetts	$5.02M	-$3.51M	2	0.44%	Reduced
403	TFS Thoroughbred Financial Services Brentwood, Tennessee	$5.02M	+$474K	1	0.34%	Increased
404	Brinker Capital Investments Berwyn, Pennsylvania	$4.9M	-$747K	3	0.05%	Reduced
405	Orion Portfolio Solutions Omaha, Nebraska	$4.9M	-$747K	3	0.05%	Reduced
406	Vanguard Personalized Indexing Management Oakland, California	$4.81M	+$640K	4	0.09%	Increased
407	PP Paloma Partners Greenwich, Connecticut	$4.8M	+$4.52M	2	0.14%	New
408	NewEdge Advisors New Orleans, Louisiana	$4.78M	-$1.6M	4	0.03%	Reduced
409	British Columbia Investment Management Victoria, British Columbia, Canada	$4.75M	+$1.72M	1	0.03%	Increased
410	BAM BOCHK Asset Management Hong Kong	$4.73M	+$4.79M	1	1.55%	New
411	Czech National Bank Prague, Czech Republic	$4.73M	+$282K	1	0.05%	Increased
412	DSC Duncker Streett & Co St. Louis, Missouri	$4.65M	+$537	1	0.89%	Increased
413	LCG Lisanti Capital Growth New York	$4.64M	-$8.11M	1	1.12%	Reduced
414	United Capital Financial Advisors Irving, Texas	$4.61M	-$205K	1	0.04%	Reduced
415	CWM Cornerstone Wealth Management St. Peters, Missouri	$4.6M	+$148K	1	0.35%	Increased
416	Focus Financial Network Minneapolis, Minnesota	$4.52M	-$38.7K	1	0.19%	Reduced
417	LBC Lowe Brockenbrough & Co Richmond, Virginia	$4.5M	-$138K	1	0.3%	Reduced
418	Regions Financial Corp Birmingham, Alabama	$4.5M	-$74.9K	1	0.03%	Reduced
419	Geneos Wealth Management Englewood, Colorado	$4.48M	+$101K	3	0.2%	Increased
420	GD Grandfield & Dodd New York	$4.48M	-$30.4K	1	0.28%	Reduced
421	Hudson Bay Capital Management Stamford, Connecticut	$4.44M	-$5.52M	1	0.02%	Reduced
422	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.43M	+$1.39M	4	0.02%	Increased
423	HCA Harbor Capital Advisors Chicago, Illinois	$4.43M	+$2.79M	1	0.34%	Increased
424	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$4.4M	-$13.3K	1	0.05%	Reduced
425	CP CenterBook Partners Greenwich, Connecticut	$4.37M	+$1.8M	2	0.27%	Increased