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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
451	NV Nair Vinay	$481K	+$496K	1	0.33%	New
452	Ingalls & Snyder LLC New York	$473K	-$57.1K	1	0.03%	Reduced
453	MMM Mendel Money Management Northbrook, Illinois	$473K	-$25K	1	0.44%	Reduced
454	ST Semper Trust King Of Prussia, Pennsylvania	$460K	-$14.2K	1	0.2%	Reduced
455	MIM Marco Investment Management Atlanta, Georgia	$458K	+$21.5K	1	0.08%	Increased
456	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$456K	-$33K	1	0.18%	Reduced
457	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$451K	+$10.7K	1	0.04%	Increased
458	SFA Staton Financial Advisors Charlotte, North Carolina	$451K	+$465K	1	0.41%	New
459	EWM Endurance Wealth Management Providence, Rhode Island	$448K	$0	1	0.08%	Maintained
460	CG Clinton Group New York	$446K	-$1.62M	1	0.12%	Reduced
461	ING Group Amsterdam, Netherlands	$445K	-$4.95K	1	0%	Reduced
462	FCCM First City Capital Management Savannah, Georgia	$441K	$0	1	0.31%	Maintained
463	SIM Sentry Investment Management Stevens Point, Wisconsin	$441K	$0	1	0.02%	Maintained
464	William Blair & Company Chicago, Illinois	$429K	-$49.9K	1	0%	Reduced
465	Intact Investment Management Montreal, Quebec, Canada	$422K	-$92.7K	1	0.02%	Reduced
466	PG Patten Group Chattanooga, Tennessee	$420K	$0	1	0.22%	Maintained
467	RIG Renaissance Investment Group Lenox, Massachusetts	$415K	-$17.9K	1	0.19%	Reduced
468	SIM Spark Investment Management New York	$410K	-$774K	1	0.06%	Reduced
469	JEW Jamison Eaton & Wood Bedminster, New Jersey	$408K	$0	1	0.12%	Maintained
470	Haverford Trust Company Radnor, Pennsylvania	$398K	+$5.7K	1	0.01%	Increased
471	Teacher Retirement System of Texas Austin, Texas	$398K	-$2.68K	3	0%	Reduced
472	CIS Connors Investor Services Wyomissing, Pennsylvania	$397K	-$335K	1	0.09%	Reduced
473	Crawford Investment Counsel Atlanta, Georgia	$395K	-$12.5K	1	0.01%	Reduced
474	Amalgamated Bank New York	$391K	+$94.6K	1	0.05%	Increased
475	Obermeyer Wealth Partners Aspen, Colorado	$382K	$0	1	0.03%	Maintained