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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	RIM Redwood Investment Management Scottsdale, Arizona	$981K	+$106K	1	0.42%	Increased
452	RCM Riverhead Capital Management Wilmington, Delaware	$966K	-$17.3K	3	0.04%	Reduced
453	HIC Harvey Investment Company Louisville, Kentucky	$957K	-$86.4K	1	0.16%	Reduced
454	Segall Bryant & Hamill Chicago, Illinois	$950K	-$9.51K	1	0.01%	Reduced
455	IFM Investors Melbourne, Australia	$948K	+$90.2K	1	0.06%	Increased
456	FHB First Hawaiian Bank Honolulu, Hawaii	$942K	+$265K	2	0.05%	Increased
457	SIM Sonora Investment Management Tucson, Arizona	$930K	-$285K	1	0.11%	Reduced
458	D.A. Davidson & Co Great Falls, Montana	$920K	-$111K	2	0.02%	Reduced
459	BFA Brendel Financial Advisors Hanover, New Hampshire	$918K	+$238K	1	0.82%	Increased
460	Hancock Whitney Gulfport, Mississippi	$911K	-$22.4K	2	0.03%	Reduced
461	Axa Paris, France	$907K	-$10.2M	1	0%	Reduced
462	Meiji Yasuda Life Insurance Tokyo, Japan	$900K	+$830K	1	0.14%	New
463	Stonehage Fleming Financial Services St. Helier, Jersey	$892K	$0	1	0.04%	Maintained
464	ACM AlphaCrest Capital Management New York	$891K	-$547K	1	0.14%	Reduced
465	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$885K	+$815K	1	0.02%	New
466	LA LexAurum Advisors Overland Park, Kansas	$868K	+$800K	1	0.57%	New
467	FIM Fruth Investment Management Houston, Texas	$865K	-$17.3K	1	0.36%	Reduced
468	Montag & Associates Atlanta, Georgia	$863K	+$796K	1	0.08%	New
469	MML Investors Services Springfield, Massachusetts	$856K	+$75.9K	1	0.01%	Increased
470	LTI Laffer Tengler Investments Nashville, Tennessee	$855K	$0	1	0.23%	Maintained
471	NNP Nachman Norwood & Parrott Greenville, South Carolina	$851K	-$2.33K	1	0.16%	Reduced
472	Cubist Systematic Strategies Stamford, Connecticut	$846K	-$5.83M	3	0.03%	Reduced
473	Gofen & Glossberg Chicago, Illinois	$809K	+$11K	1	0.03%	Increased
474	SIM Sentry Investment Management Stevens Point, Wisconsin	$802K	+$250K	1	0.06%	Increased
475	KIA KCM Investment Advisors Greenbrae, California	$794K	+$69.8K	1	0.05%	Increased