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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	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$650K	+$71.7K	3	0%	Increased
502	TAM THB Asset Management Norwalk, Connecticut	$648K	-$542K	1	0.12%	Reduced
503	Gofen & Glossberg Chicago, Illinois	$647K	-$95.9K	1	0.02%	Reduced
504	RWA Ropes Wealth Advisors Boston, Massachusetts	$636K	-$15.3K	2	0.14%	Reduced
505	Daiwa Securities Group Tokyo, Japan	$635K	+$43.9K	1	0.01%	Increased
506	Pinnacle Associates New York	$612K	-$497K	1	0.01%	Reduced
507	LMR Partners London, United Kingdom	$611K	-$872K	1	0.03%	Reduced
508	AP Advisor Partners Walnut Creek, California	$610K	-$27.8K	1	0.07%	Reduced
509	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$609K	-$8.62K	3	0.07%	Reduced
510	MUFG Securities EMEA London, United Kingdom	$606K	+$618K	1	0.01%	New
511	Ossiam Paris, France	$606K	+$128K	1	0.04%	Increased
512	MIM Marco Investment Management Atlanta, Georgia	$603K	+$96	1	0.1%	Increased
513	VFA Voya Financial Advisors Windsor, Connecticut	$601K	+$120K	1	0.03%	Increased
514	SP Symmetry Partners Glastonbury, Connecticut	$588K	$0	1	0.12%	Maintained
515	ALPS Advisors Denver, Colorado	$580K	-$7.69K	1	0%	Reduced
516	MCM McRae Capital Management Morristown, New Jersey	$578K	-$218K	1	0.23%	Reduced
517	NRS Neville Rodie & Shaw New York	$570K	$0	1	0.06%	Maintained
518	Gateway Investment Advisers Cincinnati, Ohio	$566K	-$803K	2	0.01%	Reduced
519	ACM Adalta Capital Management New York	$563K	$0	1	0.37%	Maintained
520	CCM Cadence Capital Management Boston, Massachusetts	$561K	-$1.63K	1	0.08%	Reduced
521	FCCM First City Capital Management Savannah, Georgia	$561K	-$2.4K	1	0.41%	Reduced
522	Birch Hill Investment Advisors Boston, Massachusetts	$559K	$0	1	0.04%	Maintained
523	P Pitcairn Conshohocken, Pennsylvania	$556K	-$122K	1	0.05%	Reduced
524	RIM Rampart Investment Management Hartford, Connecticut	$556K	-$61.2K	1	0.07%	Reduced
525	NewEdge Advisors New Orleans, Louisiana	$555K	+$15.1K	1	0.02%	Increased