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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	Amalgamated Bank New York	$318K	+$8.26K	1	0.03%	Increased
452	Trexquant Investment Stamford, Connecticut	$317K	+$45.5K	1	0.03%	Increased
453	Obermeyer Wealth Partners Aspen, Colorado	$316K	$0	1	0.03%	Maintained
454	CAM Cubic Asset Management Boston, Massachusetts	$314K	+$372K	1	0.11%	New
455	CL CSS LLC Chicago, Illinois	$313K	$0	1	0.02%	Maintained
456	Haverford Trust Company Radnor, Pennsylvania	$312K	$0	1	0.01%	Maintained
457	PAM Princeton Alpha Management Princeton Junction, New Jersey	$310K	+$340K	1	0.06%	New
458	RIG Renaissance Investment Group Lenox, Massachusetts	$305K	$0	1	0.16%	Maintained
459	Atlantic Union Bankshares Glen Allen, Virginia	$301K	-$9.42K	1	0.14%	Reduced
460	RIA Regal Investment Advisors Kentwood, Michigan	$300K	+$212K	1	0.08%	Increased
461	Brown Brothers Harriman & Co New York	$299K	-$623K	1	0%	Reduced
462	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$299K	-$253	1	0.05%	Reduced
463	NRS Neville Rodie & Shaw New York	$299K	$0	1	0.04%	Maintained
464	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$298K	-$1.53M	1	0%	Reduced
465	PP Patten & Patten Chattanooga, Tennessee	$292K	-$4.71K	1	0.04%	Reduced
466	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$286K	$0	1	0.06%	Maintained
467	Quadrant Capital Group Cincinnati, Ohio	$286K	-$5.88K	1	0.2%	Reduced
468	Robeco Institutional Asset Management Rotterdam, Netherlands	$285K	$0	1	0%	Maintained
469	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$285K	+$34.9K	1	0%	Increased
470	Tudor Investment Corp Stamford, Connecticut	$284K	+$152K	2	0.01%	Increased
471	Bartlett & Co Cincinnati, Ohio	$283K	+$7.95K	1	0.02%	Increased
472	Laird Norton Wetherby Wealth Management San Francisco, California	$282K	+$130K	1	0.07%	Increased
473	Truist Financial Charlotte, North Carolina	$277K	-$37.1K	1	0.01%	Reduced
474	GCP GSA Capital Partners London, United Kingdom	$276K	-$2.16M	1	0.01%	Reduced
475	HCM Highlander Capital Management Short Hills, New Jersey	$275K	+$37.6K	1	0.26%	Increased