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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	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$891K	$0	1	0.08%	Maintained
427	D.A. Davidson & Co Great Falls, Montana	$880K	+$51.3K	2	0.02%	Increased
428	TAM THB Asset Management Norwalk, Connecticut	$879K	$0	1	0.13%	Maintained
429	UMB Bank Kansas City, Missouri	$876K	-$7.76K	1	0.03%	Reduced
430	ECM Everence Capital Management Goshen, Indiana	$875K	$0	1	0.2%	Maintained
431	CCM Cadence Capital Management Boston, Massachusetts	$866K	-$1.05M	2	0.09%	Reduced
432	Nordea Investment Management Stockholm, Sweden	$852K	+$76.5K	1	0%	Increased
433	GHCM Glen Harbor Capital Management San Diego, California	$843K	+$21.2K	3	0.02%	Increased
434	JWM JGP Wealth Management Bend, Oregon	$839K	-$5.47K	1	0.35%	Reduced
435	GCP GSA Capital Partners London, United Kingdom	$836K	+$459K	2	0.1%	Increased
436	Algert Global San Francisco, California	$833K	-$796K	1	0.23%	Reduced
437	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$828K	-$1.23K	1	0.55%	Reduced
438	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$822K	-$4.08K	1	0.9%	Reduced
439	TIAA FSB Jacksonville, Florida	$815K	-$159K	1	0%	Reduced
440	Hotchkis & Wiley Capital Management Los Angeles, California	$812K	+$125K	1	0%	Increased
441	WBC Westpac Banking Corp Sydney, Australia	$798K	+$196K	1	0.01%	Increased
442	Truist Financial Charlotte, North Carolina	$797K	-$97.7K	2	0.02%	Reduced
443	MCM McRae Capital Management Morristown, New Jersey	$795K	+$12.4K	1	0.41%	Increased
444	HIC Harvey Investment Company Louisville, Kentucky	$794K	$0	1	0.15%	Maintained
445	SAM Shell Asset Management The Hague, Netherlands	$784K	$0	1	0.02%	Maintained
446	RCM Riverhead Capital Management Wilmington, Delaware	$774K	+$14K	3	0.03%	Increased
447	WAM World Asset Management Detroit, Michigan	$757K	-$306K	1	0.05%	Reduced
448	Kornitzer Capital Management Shawnee Mission, Kansas	$755K	$0	1	0.02%	Maintained
449	Segall Bryant & Hamill Chicago, Illinois	$728K	-$131K	1	0.01%	Reduced
450	RIM Redwood Investment Management Scottsdale, Arizona	$724K	-$97.4K	1	0.55%	Reduced