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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
501	Haverford Trust Company Radnor, Pennsylvania	$611K	+$21K	1	0.02%	Increased
502	Crawford Investment Counsel Atlanta, Georgia	$608K	$0	1	0.02%	Maintained
503	Bartlett & Co Cincinnati, Ohio	$607K	-$22.8K	1	0.03%	Reduced
504	Jane Street New York	$601K	-$1.43M	2	0.01%	Reduced
505	Catalyst Capital Advisors Huntington, New York	$591K	$0	1	0.19%	Maintained
506	Intact Investment Management Montreal, Quebec, Canada	$589K	$0	1	0.03%	Maintained
507	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$582K	-$4.41K	1	0.1%	Reduced
508	JEW Jamison Eaton & Wood Bedminster, New Jersey	$570K	$0	1	0.15%	Maintained
509	Pinnacle Associates New York	$567K	+$70.7K	1	0.01%	Increased
510	MCM McKinley Capital Management Anchorage, Alaska	$563K	+$10.6K	1	0.02%	Increased
511	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$560K	$0	1	0.06%	Maintained
512	Central Trust Company Jefferson City, Missouri	$557K	+$87.9K	1	0.05%	Increased
513	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$553K	+$522K	1	0.02%	New
514	BOK Financial Tulsa, Oklahoma	$541K	+$10.3K	1	0.02%	Increased
515	PIA Peachtree Investment Advisors Atlanta, Georgia	$541K	+$511K	1	0.37%	New
516	First Manhattan New York	$540K	$0	1	0%	Maintained
517	WIC Wood Investment Counsel Denver, Colorado	$531K	$0	1	0.08%	Maintained
518	HighTower Advisors Chicago, Illinois	$527K	+$91.3K	1	0.01%	Increased
519	DL Delta Lloyd Amsterdam, Netherlands	$522K	+$80.8K	1	0.02%	Increased
520	PAM Paradigm Asset Management New York	$521K	+$493K	1	0.08%	New
521	AB Atlas Brown Louisville, Kentucky	$520K	$0	1	0.36%	Maintained
522	NRS Neville Rodie & Shaw New York	$512K	$0	1	0.06%	Maintained
523	LMF LMR Master Fund Grand Cayman, Cayman Islands	$510K	-$982K	1	0.05%	Reduced
524	Conning Inc Hartford, Connecticut	$509K	+$81.2K	1	0.03%	Increased
525	Bridgeway Capital Management Houston, Texas	$508K	-$1.08M	1	0.02%	Reduced