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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	Putnam Investments Boston, Massachusetts	$288K	-$5.73M	1	0%	Reduced
502	TH Timber Hill Greenwich, Connecticut	$287K	-$668K	1	0%	Reduced
503	AB AT Bancorp Dubuque, Iowa	$283K	$0	1	0.07%	Maintained
504	CC ClearArc Capital Cincinnati, Ohio	$279K	+$32.5K	1	0.05%	Increased
505	BT Beacon Trust Morristown, New Jersey	$276K	-$71.1K	1	0.04%	Reduced
506	FA FDx Advisors Chicago, Illinois	$275K	-$604K	1	0.01%	Reduced
507	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$274K	+$44.2K	1	0.06%	Increased
508	Sterling Capital Management Charlotte, North Carolina	$272K	-$15.7K	1	0%	Reduced
509	Los Angeles Capital Management Los Angeles, California	$269K	+$114K	1	0%	Increased
510	TFF Timothy F. Fidgeon	$267K	$0	1	0.12%	Maintained
511	Daiwa Securities Group Tokyo, Japan	$260K	-$14.7K	1	0%	Reduced
512	WC Woodstock Corp Boston, Massachusetts	$260K	$0	1	0.05%	Maintained
513	Ancora Advisors Cleveland, Ohio	$258K	+$271K	1	0.03%	New
514	Palisade Capital Management Fort Lee, New Jersey	$253K	+$266K	1	0.01%	New
515	SPC Stewart & Patten Company Lafayette, California	$253K	$0	1	0.05%	Maintained
516	TCOT Trust Company of Toledo Holland, Ohio	$251K	$0	1	0.07%	Maintained
517	North Star Asset Management Neenah, Wisconsin	$248K	$0	1	0.03%	Maintained
518	TCTC Holdings Dallas, Texas	$246K	$0	1	0.01%	Maintained
519	E. Ohman J:or Asset Management Stockholm, Sweden	$246K	$0	1	0.06%	Maintained
520	EA Elm Advisors Burlingame, California	$241K	-$11.8K	1	0.23%	Reduced
521	CI Constellation Investments Montgomery, Ohio	$239K	-$7.38K	1	0.05%	Reduced
522	Calamos Advisors Naperville, Illinois	$237K	$0	1	0%	Maintained
523	FineMark National Bank & Trust Fort Myers, Florida	$237K	-$13.6K	2	0.03%	Reduced
524	MC Middleton & Co Boston, Massachusetts	$225K	$0	1	0.05%	Maintained
525	Buckingham Strategic Wealth Clayton, Missouri	$224K	$0	1	0.07%	Maintained