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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	Choate Investment Advisors Boston, Massachusetts	$530K	+$145K	1	0.03%	Increased
502	Fisher Asset Management Camas, Washington	$528K	+$23.1K	1	0%	Increased
503	EWM Endurance Wealth Management Providence, Rhode Island	$520K	$0	1	0.1%	Maintained
504	RIG Renaissance Investment Group Lenox, Massachusetts	$518K	$0	1	0.25%	Maintained
505	MIM Marco Investment Management Atlanta, Georgia	$516K	$0	1	0.07%	Maintained
506	Bartlett & Co Cincinnati, Ohio	$505K	$0	1	0.02%	Maintained
507	Palisade Capital Management Fort Lee, New Jersey	$504K	+$547K	1	0.01%	New
508	PIA Peachtree Investment Advisors Atlanta, Georgia	$504K	+$15.2K	1	0.34%	Increased
509	MC Menta Capital San Francisco, California	$499K	+$587K	1	0.08%	New
510	SIM Spark Investment Management New York	$493K	-$460K	1	0.07%	Reduced
511	Intact Investment Management Montreal, Quebec, Canada	$490K	$0	1	0.02%	Maintained
512	CPIM Columbia Partners Investment Management Alexandria, Virginia	$482K	+$523K	1	0.02%	New
513	Crawford Investment Counsel Atlanta, Georgia	$474K	$0	1	0.02%	Maintained
514	JEW Jamison Eaton & Wood Bedminster, New Jersey	$474K	$0	1	0.13%	Maintained
515	First Allied Advisory Services San Diego, California	$464K	+$9.29K	1	0.04%	Increased
516	Atlantic Union Bankshares Glen Allen, Virginia	$460K	$0	1	0.22%	Maintained
517	Haverford Trust Company Radnor, Pennsylvania	$459K	-$25.3K	1	0.01%	Reduced
518	QAM Quantres Asset Management Cayman, Cayman Islands	$458K	+$497K	1	0.46%	New
519	NRS Neville Rodie & Shaw New York	$455K	+$17.5K	1	0.04%	Increased
520	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$454K	+$38.8K	1	0.19%	Increased
521	Bessemer Group Woodbridge, New Jersey	$449K	+$74.9K	1	0%	Increased
522	WIC Wood Investment Counsel Denver, Colorado	$444K	$0	1	0.07%	Maintained
523	PP Patten & Patten Chattanooga, Tennessee	$441K	$0	1	0.07%	Maintained
524	CL CSS LLC Chicago, Illinois	$440K	$0	1	0.02%	Maintained
525	SC Skylands Capital Milwaukee, Wisconsin	$440K	+$379K	1	0.04%	Increased