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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
476	PP Patten & Patten Chattanooga, Tennessee	$363K	$0	1	0.05%	Maintained
477	Quadrant Capital Group Cincinnati, Ohio	$357K	+$378K	1	0.23%	New
478	Jefferies Group New York	$352K	-$891K	1	0%	Reduced
479	MC Menta Capital San Francisco, California	$352K	-$242K	1	0.06%	Reduced
480	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$351K	$0	1	0.07%	Maintained
481	Robeco Institutional Asset Management Rotterdam, Netherlands	$350K	$0	1	0%	Maintained
482	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$347K	+$365K	1	0.12%	New
483	DTL Dynamic Technology Lab Singapore	$342K	+$170K	1	0.12%	Increased
484	Bartlett & Co Cincinnati, Ohio	$339K	-$44.2K	1	0.02%	Reduced
485	BFO Boston Family Office Boston, Massachusetts	$334K	-$12.3K	1	0.04%	Reduced
486	Banque Pictet & Cie Geneva 73, Switzerland	$330K	$0	1	0.03%	Maintained
487	SIM Spark Investment Management New York	$327K	$0	1	0.05%	Maintained
488	Cetera Advisor Networks El Segundo, California	$318K	$0	1	0.02%	Maintained
489	MAI Capital Management Independence, Ohio	$314K	-$5.66K	1	0.02%	Reduced
490	Conning Inc Hartford, Connecticut	$313K	-$11.8K	1	0.01%	Reduced
491	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$313K	$0	1	0.22%	Maintained
492	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$311K	-$4.41K	1	0%	Reduced
493	CB Chemical Bank Detroit, Michigan	$309K	-$52.7K	1	0.04%	Reduced
494	Trexquant Investment Stamford, Connecticut	$307K	+$36.9K	1	0.03%	Increased
495	Choate Investment Advisors Boston, Massachusetts	$302K	-$4.76K	1	0.02%	Reduced
496	VFS VSR Financial Services Overland Park, Kansas	$301K	-$8.22K	1	0.03%	Reduced
497	Capital Fund Management (CFM) Paris, France	$298K	-$2.84M	1	0%	Reduced
498	First Manhattan New York	$297K	$0	1	0%	Maintained
499	HCM Highlander Capital Management Short Hills, New Jersey	$297K	-$12.9K	1	0.27%	Reduced
500	AB Atlas Brown Louisville, Kentucky	$294K	-$27.9K	1	0.11%	Reduced