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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	TA Teton Advisors Rye, New York	$1.13M	-$509K	1	0.19%	Reduced
427	Kornitzer Capital Management Shawnee Mission, Kansas	$1.12M	$0	1	0.02%	Maintained
428	O'Shaughnessy Asset Management Stamford, Connecticut	$1.11M	-$243K	2	0.03%	Reduced
429	Montag & Associates Atlanta, Georgia	$1.11M	-$291K	1	0.09%	Reduced
430	HIC Harvey Investment Company Louisville, Kentucky	$1.1M	$0	1	0.17%	Maintained
431	USAA United Services Automobile Association San Antonio, Texas	$1.1M	+$1.09M	1	0.02%	New
432	USS Investment Management London, United Kingdom	$1.1M	$0	1	0.01%	Maintained
433	Pacer Advisors Malvern, Pennsylvania	$1.08M	-$245K	1	0.02%	Reduced
434	JWM JGP Wealth Management Bend, Oregon	$1.07M	-$10.1K	1	0.28%	Reduced
435	Martingale Asset Management Boston, Massachusetts	$1.05M	-$58.7K	1	0.01%	Reduced
436	SP Symmetry Partners Glastonbury, Connecticut	$1.04M	+$369K	1	0.09%	Increased
437	UMB Bank Kansas City, Missouri	$1.04M	$0	1	0.03%	Maintained
438	SM Sciencast Management Princeton, New Jersey	$1.04M	+$975K	1	0.4%	New
439	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.04M	+$6K	1	0.15%	Increased
440	DIA Dean Investment Associates Beavercreek, Ohio	$1.03M	+$220K	1	0.25%	Increased
441	Stonehage Fleming Financial Services St. Helier, Jersey	$1.03M	$0	1	0.04%	Maintained
442	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$1.02M	+$35K	1	0.32%	Increased
443	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.01M	-$248K	1	0.11%	Reduced
444	BPM Bowling Portfolio Management Cincinnati, Ohio	$990K	+$978K	1	0.22%	New
445	Old National Bancorp Evansville, Indiana	$988K	-$539K	1	0.05%	Reduced
446	FIM Fruth Investment Management Houston, Texas	$987K	-$1.28K	1	0.39%	Reduced
447	SGI Summit Global Investments Bountiful, Utah	$981K	-$69.7K	1	0.1%	Reduced
448	NNP Nachman Norwood & Parrott Greenville, South Carolina	$972K	+$3.43K	1	0.13%	Increased
449	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$968K	$0	1	0.07%	Maintained
450	Quantinno Capital Management New York	$966K	+$648K	2	0.65%	Increased