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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	AAM Aureus Asset Management Boston, Massachusetts	$545K	$0	1	0.08%	Maintained
477	Ingalls & Snyder LLC New York	$540K	$0	1	0.02%	Maintained
478	CPC Congress Park Capital Saratoga Springs, New York	$533K	+$505K	1	0.54%	New
479	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$533K	-$36.5K	1	0.03%	Reduced
480	TAM THB Asset Management Norwalk, Connecticut	$532K	+$96K	1	0.07%	Increased
481	MJP Michael J. Puzo	$525K	$0	1	0.22%	Maintained
482	Crawford Investment Counsel Atlanta, Georgia	$522K	$0	1	0.02%	Maintained
483	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$521K	$0	1	0.08%	Maintained
484	MAM Meeder Asset Management Dublin, Ohio	$517K	-$6.6K	2	0.04%	Reduced
485	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$505K	$0	1	0.09%	Maintained
486	JP Morgan Private Wealth Advisors San Francisco, California	$504K	+$89.3K	1	0%	Increased
487	Oppenheimer Asset Management New York	$502K	$0	1	0.01%	Maintained
488	RIG Renaissance Investment Group Lenox, Massachusetts	$495K	$0	1	0.2%	Maintained
489	IFM Investors Melbourne, Australia	$489K	+$2.71K	1	0.08%	Increased
490	D.A. Davidson & Co Great Falls, Montana	$480K	$0	1	0.01%	Maintained
491	AB Atlas Brown Louisville, Kentucky	$475K	$0	1	0.08%	Maintained
492	EMG Ellington Management Group Old Greenwich, Connecticut	$475K	+$244K	1	0.08%	Increased
493	PG Patten Group Chattanooga, Tennessee	$475K	-$47.9K	1	0.19%	Reduced
494	Pacer Advisors Malvern, Pennsylvania	$474K	+$87.8K	1	0.03%	Increased
495	DF Dent & Co Baltimore, Maryland	$473K	+$454K	1	0.01%	New
496	AP Advisor Partners Walnut Creek, California	$470K	+$43.2K	1	0.08%	Increased
497	CIS Connors Investor Services Wyomissing, Pennsylvania	$465K	-$9.6K	1	0.07%	Reduced
498	Haverford Trust Company Radnor, Pennsylvania	$458K	+$9.6K	1	0.01%	Increased
499	CONA Capital One National Association New York	$457K	-$11.5K	1	0.03%	Reduced
500	GFPC Global Financial Private Capital Sarasota, Florida	$457K	+$59K	1	0.02%	Increased