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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	Calamos Advisors Naperville, Illinois	$221K	+$226K	1	0%	New
502	Cambridge Investment Research Advisors Fairfield, Iowa	$221K	+$226K	1	0.01%	New
503	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$221K	+$226K	1	0.2%	New
504	SPC Stewart & Patten Company Lafayette, California	$221K	$0	1	0.05%	Maintained
505	First Citizens Bank & Trust Raleigh, North Carolina	$219K	+$608	1	0.02%	Increased
506	PAM Paradigm Asset Management New York	$218K	+$214K	1	0.04%	New
507	North Star Asset Management Neenah, Wisconsin	$216K	$0	1	0.03%	Maintained
508	Veritable Wilmington, Delaware	$216K	-$163K	1	0.01%	Reduced
509	Putnam Investments Boston, Massachusetts	$215K	+$220K	1	0%	New
510	TCTC Holdings Dallas, Texas	$215K	$0	1	0.01%	Maintained
511	E. Ohman J:or Asset Management Stockholm, Sweden	$215K	$0	1	0.04%	Maintained
512	Shinko Asset Management Company Tokyo, Japan	$213K	+$62.9K	1	0%	Increased
513	EA Elm Advisors Burlingame, California	$211K	+$216K	1	0.21%	New
514	VNA VNBTrust National Association Charlottesville, Virginia	$210K	+$215K	1	0.11%	New
515	Cetera Advisor Networks El Segundo, California	$208K	-$26.1K	1	0.01%	Reduced
516	CI Constellation Investments Montgomery, Ohio	$208K	+$213K	1	0.04%	New
517	SMG Spectrum Management Group Indianapolis, Indiana	$206K	+$54K	1	0.08%	Increased
518	AP Advisor Partners Walnut Creek, California	$204K	+$209K	1	0.07%	New
519	Virginia Retirement Systems Richmond, Virginia	$204K	+$209K	1	0%	New
520	AIM Ada Investment Management New York	$203K	+$208K	1	0.14%	New
521	ACM Aviance Capital Management Sarasota, Florida	$202K	+$206K	1	0.01%	New
522	ST Semper Trust King Of Prussia, Pennsylvania	$202K	+$207K	1	0.28%	New
523	FineMark National Bank & Trust Fort Myers, Florida	$201K	-$7.25K	2	0.02%	Reduced
524	IR Invictus RG Hamilton, Bermuda	$200K	+$205K	1	0.19%	New
525	CAM Cubic Asset Management Boston, Massachusetts	$195K	-$160K	1	0.07%	Reduced