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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	Graham Capital Management Rowayton, Connecticut	$1.08M	+$1.09M	1	0.04%	New
502	BFA Brendel Financial Advisors Hanover, New Hampshire	$1.07M	$0	1	0.58%	Maintained
503	E. Ohman J:or Asset Management Stockholm, Sweden	$1.07M	$0	1	0.04%	Maintained
504	Choate Investment Advisors Boston, Massachusetts	$1.05M	$0	1	0.06%	Maintained
505	First Horizon Advisors Memphis, Tennessee	$1.04M	-$157K	3	0.06%	Reduced
506	Vestcor Inc Fredericton, New Brunswick, Canada	$1.04M	+$599K	2	0.04%	Increased
507	First Eagle Investment Management New York	$1.04M	+$617K	1	0%	Increased
508	FA FDx Advisors Chicago, Illinois	$1.03M	-$42.7K	2	0.04%	Reduced
509	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.03M	$0	1	0.17%	Maintained
510	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$1.03M	-$5.58K	1	0.1%	Reduced
511	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.03M	-$938K	1	0.16%	Reduced
512	ASM ATW SPAC Management New York	$1.01M	$0	1	0.14%	Maintained
513	Bailard Foster City, California	$1.01M	-$41.5K	2	0.03%	Reduced
514	MIM Marco Investment Management Atlanta, Georgia	$963K	-$224K	1	0.1%	Reduced
515	AC Apogem Capital New York	$952K	$0	1	0.65%	Maintained
516	Central Trust Company Jefferson City, Missouri	$950K	+$276K	3	0.03%	Increased
517	Pinnacle Associates New York	$935K	-$894K	1	0.02%	Reduced
518	BCM Beryl Capital Management Redondo Beach, California	$923K	$0	1	0.06%	Maintained
519	AC Aristides Capital Louisville, Kentucky	$916K	$0	1	0.56%	Maintained
520	D.A. Davidson & Co Great Falls, Montana	$911K	-$35.2K	2	0.01%	Reduced
521	SIA Strategic Investment Advisors Farmington Hills, Michigan	$904K	-$1.17M	1	0.17%	Reduced
522	MAM Meeder Asset Management Dublin, Ohio	$900K	+$920K	3	0.04%	New
523	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$899K	-$123K	1	0.02%	Reduced
524	TFA Toth Financial Advisory Leesburg, Virginia	$890K	$0	2	0.13%	Maintained
525	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$886K	$0	1	0.09%	Maintained