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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	Birch Hill Investment Advisors Boston, Massachusetts	$826K	$0	1	0.05%	Maintained
502	AL AJO LP Philadelphia, Pennsylvania	$814K	-$6.33M	1	0.08%	Reduced
503	TAM THB Asset Management Norwalk, Connecticut	$811K	+$5.45K	1	0.18%	Increased
504	AP Advisor Partners Walnut Creek, California	$809K	-$7.01K	1	0.06%	Reduced
505	SC SRB Corp Boston, Massachusetts	$794K	+$118K	1	0.06%	Increased
506	B BP London, United Kingdom	$793K	-$905K	1	0.02%	Reduced
507	Cresset Asset Management Chicago, Illinois	$793K	+$75.4K	2	0.01%	Increased
508	F.L. Putnam Investment Management Lynnfield, Massachusetts	$784K	-$11.9K	1	0.04%	Reduced
509	CIM Cambria Investment Management Manhattan Beach, California	$770K	-$37.6K	1	0.26%	Reduced
510	Central Trust Company Jefferson City, Missouri	$770K	-$22.3K	2	0.03%	Reduced
511	MIM Marco Investment Management Atlanta, Georgia	$765K	+$119	1	0.11%	Increased
512	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$758K	$0	1	0.16%	Maintained
513	DAM Deltec Asset Management New York	$757K	+$713K	1	0.12%	New
514	Old National Bancorp Evansville, Indiana	$755K	-$373K	1	0.03%	Reduced
515	Maverick Capital Dallas, Texas	$740K	+$696K	1	0.01%	New
516	DI Diligent Investors Redlands, California	$739K	-$15.8K	1	0.3%	Reduced
517	TCOV Trust Company of Vermont Brattleboro, Vermont	$736K	-$20.5K	2	0.06%	Reduced
518	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$732K	-$1.78M	1	0%	Reduced
519	Glenview Trust Louisville, Kentucky	$728K	-$54.6K	1	0.03%	Reduced
520	MA Mutual Advisors Omaha, Nebraska	$728K	+$139K	2	0.05%	Increased
521	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$713K	$0	1	0.09%	Maintained
522	Obermeyer Wealth Partners Aspen, Colorado	$707K	$0	1	0.05%	Maintained
523	D.A. Davidson & Co Great Falls, Montana	$701K	+$38.9K	2	0.01%	Increased
524	Y-Intercept (HK) Hong Kong	$701K	+$669K	1	0.3%	New
525	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$699K	-$58K	1	0.04%	Reduced