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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	MJP Michael J. Puzo	$475K	$0	1	0.25%	Maintained
477	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$473K	-$553K	1	0.02%	Reduced
478	Crawford Investment Counsel Atlanta, Georgia	$472K	$0	1	0.02%	Maintained
479	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$472K	$0	1	0.08%	Maintained
480	RCM Riverhead Capital Management Wilmington, Delaware	$470K	+$5.45K	2	0.02%	Increased
481	Ancora Advisors Cleveland, Ohio	$466K	+$49.7K	1	0.03%	Increased
482	SM Sciencast Management Princeton, New Jersey	$458K	-$709K	1	0.26%	Reduced
483	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$457K	$0	1	0.08%	Maintained
484	RIG Renaissance Investment Group Lenox, Massachusetts	$448K	$0	1	0.19%	Maintained
485	IFM Investors Melbourne, Australia	$440K	+$60.8K	1	0.07%	Increased
486	D.A. Davidson & Co Great Falls, Montana	$434K	-$210K	1	0.01%	Reduced
487	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$431K	-$56.4K	1	0.01%	Reduced
488	CIS Connors Investor Services Wyomissing, Pennsylvania	$430K	-$18.9K	1	0.06%	Reduced
489	CONA Capital One National Association New York	$425K	-$7.23K	1	0.03%	Reduced
490	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$425K	-$150K	1	0.48%	Reduced
491	Handelsbanken Fonder Stockholm, Sweden	$420K	+$396K	1	0.01%	New
492	London Company of Virginia Richmond, Virginia	$417K	-$28.7M	1	0%	Reduced
493	AB Atlas Brown Louisville, Kentucky	$414K	+$7.71K	1	0.09%	Increased
494	Citizens Financial Group Providence, Rhode Island	$414K	-$1.88K	1	0.04%	Reduced
495	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$413K	-$102K	1	0.14%	Reduced
496	VFA Virtus Fund Advisers Hartford, Connecticut	$412K	-$25.3K	1	0%	Reduced
497	Voloridge Investment Management Jupiter, Florida	$409K	+$385K	1	0.01%	New
498	TAM THB Asset Management Norwalk, Connecticut	$406K	+$23.5K	1	0.06%	Increased
499	Haverford Trust Company Radnor, Pennsylvania	$405K	+$31K	1	0.01%	Increased
500	UAS United Asset Strategies Garden City, New York	$404K	+$381K	1	0.23%	New