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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	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$347K	$0	1	0.07%	Maintained
477	PAA Peregrine Asset Advisers Portland, Oregon	$347K	+$334K	1	0.23%	New
478	Advisors Asset Management Monument, Colorado	$343K	-$27.9K	1	0.01%	Reduced
479	Atria Investments Charlotte, North Carolina	$343K	-$11.3K	1	0.04%	Reduced
480	MSI Financial Services Springfield, Massachusetts	$340K	+$117K	1	0.01%	Increased
481	Haverford Trust Company Radnor, Pennsylvania	$338K	-$2.64K	1	0.01%	Reduced
482	Tudor Investment Corp Stamford, Connecticut	$336K	-$103K	1	0.01%	Reduced
483	Banque Pictet & Cie Geneva 73, Switzerland	$326K	$0	1	0.01%	Maintained
484	Brown Brothers Harriman & Co New York	$322K	$0	1	0%	Maintained
485	PP Patten & Patten Chattanooga, Tennessee	$319K	-$26.7K	1	0.04%	Reduced
486	MAM Meeder Asset Management Dublin, Ohio	$318K	-$111K	1	0.03%	Reduced
487	Profund Advisors Bethesda, Maryland	$317K	+$305K	1	0.02%	New
488	Commerzbank Aktiengesellschaft Frankfurt, Germany	$315K	-$88.6K	1	0%	Reduced
489	Bartlett & Co Cincinnati, Ohio	$310K	$0	1	0.02%	Maintained
490	AB Atlas Brown Louisville, Kentucky	$308K	$0	1	0.12%	Maintained
491	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$298K	+$61.4K	1	0.04%	Increased
492	D.A. Davidson & Co Great Falls, Montana	$295K	+$13.1K	1	0.01%	Increased
493	Shinko Asset Management Company Tokyo, Japan	$294K	+$1.67K	1	0%	Increased
494	CT Cambridge Trust Cambridge, Massachusetts	$291K	+$280K	1	0.02%	New
495	William Blair & Company Chicago, Illinois	$290K	$0	1	0%	Maintained
496	SIM Spark Investment Management New York	$288K	$0	1	0.03%	Maintained
497	TCOT Trust Company of Toledo Holland, Ohio	$285K	-$2.75K	1	0.08%	Reduced
498	HCM Highlander Capital Management Short Hills, New Jersey	$282K	$0	1	0.26%	Maintained
499	Veritable Wilmington, Delaware	$280K	+$27.3K	1	0.01%	Increased
500	AB AT Bancorp Dubuque, Iowa	$278K	$0	1	0.04%	Maintained