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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	EI EAM Investors Solana Beach, California	$920K	-$2.61M	1	0.15%	Reduced
427	KIA KCM Investment Advisors Greenbrae, California	$918K	+$25.8K	1	0.06%	Increased
428	DI Diligent Investors Redlands, California	$902K	-$55.8K	1	0.54%	Reduced
429	WBC Westpac Banking Corp Sydney, Australia	$869K	$0	1	0.02%	Maintained
430	BWM BerganKDV Wealth Management Bloomington, Minnesota	$861K	-$20.5K	1	0.24%	Reduced
431	FQ First Quadrant Glendale, California	$855K	$0	1	0.02%	Maintained
432	ECM Everence Capital Management Goshen, Indiana	$853K	$0	1	0.19%	Maintained
433	MLL Moody Lynn & Lieberson Boston, Massachusetts	$846K	-$7.38K	1	0.1%	Reduced
434	Gofen & Glossberg Chicago, Illinois	$835K	$0	1	0.03%	Maintained
435	GHCM Glen Harbor Capital Management San Diego, California	$828K	-$653K	2	0.02%	Reduced
436	TCM Tradition Capital Management Summit, New Jersey	$822K	$0	1	0.24%	Maintained
437	OCM Orser Capital Management Southlake, Texas	$821K	+$900K	1	0.76%	New
438	VIG Vienna Insurance Group Warsaw, Poland	$815K	-$49.9K	1	0.54%	Reduced
439	TAM Tiverton Asset Management Wilimington, Delaware	$794K	-$2.44M	1	0.06%	Reduced
440	Choate Investment Advisors Boston, Massachusetts	$793K	-$20.2K	1	0.04%	Reduced
441	Kentucky Retirement Systems Frankfort, Kentucky	$792K	-$157K	1	0.07%	Reduced
442	Gateway Investment Advisers Cincinnati, Ohio	$785K	-$83.8K	1	0.01%	Reduced
443	Profund Advisors Bethesda, Maryland	$778K	+$27.3K	2	0.03%	Increased
444	PI Pettee Investors Rowayton, Connecticut	$774K	+$43.7K	1	0.48%	Increased
445	Great Lakes Advisors Chicago, Illinois	$767K	$0	1	0.02%	Maintained
446	NA Neuburgh Advisers Los Angeles, California	$758K	-$75.9K	1	0.03%	Reduced
447	Brown Brothers Harriman & Co New York	$751K	-$42.8K	1	0%	Reduced
448	Natixis Paris, France	$739K	+$763K	1	0%	New
449	SIM Spark Investment Management New York	$736K	+$792K	1	0.05%	New
450	DF Dent & Co Baltimore, Maryland	$728K	+$211K	1	0.02%	Increased