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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
426	MC Middleton & Co Boston, Massachusetts	$530K	$0	1	0.12%	Maintained
427	Candriam SCA Strassen, Luxembourg, Luxembourg	$529K	-$274K	1	0.01%	Reduced
428	Stock Yards Bank & Trust Louisville, Kentucky	$524K	+$26.6K	1	0.07%	Increased
429	AT Arden Trust Wilmington, Delaware	$521K	+$40.3K	1	0.04%	Increased
430	Fulton Bank Lancaster, Pennsylvania	$518K	-$363K	1	0.05%	Reduced
431	VFA Virtus Fund Advisers Hartford, Connecticut	$518K	-$279K	1	0%	Reduced
432	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$508K	-$53.4K	1	0.16%	Reduced
433	CONA Capital One National Association New York	$501K	-$35.2K	1	0.04%	Reduced
434	ECM Everence Capital Management Goshen, Indiana	$500K	$0	1	0.15%	Maintained
435	Robeco Institutional Asset Management Rotterdam, Netherlands	$489K	-$1.3M	1	0%	Reduced
436	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$481K	+$47.2K	1	0.04%	Increased
437	First Horizon Advisors Memphis, Tennessee	$477K	-$91.5K	1	0.06%	Reduced
438	Ingalls & Snyder LLC New York	$468K	$0	1	0.03%	Maintained
439	WBC Westpac Banking Corp Sydney, Australia	$464K	+$59.1K	1	0.01%	Increased
440	Geneos Wealth Management Englewood, Colorado	$463K	$0	1	0.07%	Maintained
441	Birch Hill Investment Advisors Boston, Massachusetts	$460K	$0	1	0.05%	Maintained
442	Stratos Wealth Partners Beachwood, Ohio	$451K	+$435K	1	0.03%	New
443	BCM Buckhead Capital Management Atlanta, Georgia	$448K	+$524K	1	0.08%	New
444	Salem Investment Counselors Winston Salem, North Carolina	$446K	$0	1	0.05%	Maintained
445	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$444K	-$87.5K	1	0.03%	Reduced
446	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$434K	-$50K	1	0.06%	Reduced
447	MIM Marco Investment Management Atlanta, Georgia	$429K	-$23.2K	1	0.08%	Reduced
448	FCCM First City Capital Management Savannah, Georgia	$425K	$0	1	0.32%	Maintained
449	Intact Investment Management Montreal, Quebec, Canada	$423K	$0	1	0.02%	Maintained
450	Mariner Overland Park, Kansas	$418K	+$403K	1	0.02%	New