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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	Cannell & Spears New York	$874K	$0	1	0.08%	Maintained
502	Birch Hill Investment Advisors Boston, Massachusetts	$866K	$0	1	0.05%	Maintained
503	AC Apogem Capital New York	$858K	$0	1	0.78%	Maintained
504	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$849K	$0	1	0.34%	Maintained
505	Wolverine Asset Management Chicago, Illinois	$849K	+$321K	1	0.01%	Increased
506	Central Trust Company Jefferson City, Missouri	$838K	-$40.7K	3	0.03%	Reduced
507	FA FDx Advisors Chicago, Illinois	$837K	+$5.27K	2	0.03%	Increased
508	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$834K	-$31K	1	0.07%	Reduced
509	BFA Brendel Financial Advisors Hanover, New Hampshire	$831K	$0	1	0.72%	Maintained
510	E. Ohman J:or Asset Management Stockholm, Sweden	$825K	$0	1	0.04%	Maintained
511	First Horizon Advisors Memphis, Tennessee	$816K	+$1.77K	3	0.03%	Increased
512	FSCM Front Street Capital Management Missoula, Montana	$814K	-$142	1	0.19%	Reduced
513	Choate Investment Advisors Boston, Massachusetts	$812K	$0	1	0.05%	Maintained
514	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$810K	-$12.4M	1	0.04%	Reduced
515	HB Wealth Management Atlanta, Georgia	$805K	+$430K	1	0.02%	Increased
516	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$797K	$0	1	0.15%	Maintained
517	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$797K	-$337K	1	0.2%	Reduced
518	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$795K	-$1.62K	1	0.09%	Reduced
519	GC Globeflex Capital San Diego, California	$795K	$0	2	0.19%	Maintained
520	MIM Miller Investment Management West Conshohocken, Pennsylvania	$794K	$0	1	0.16%	Maintained
521	AIA Affinity Investment Advisors Newport Beach, California	$793K	+$884K	1	0.39%	New
522	MIM Marco Investment Management Atlanta, Georgia	$781K	+$40.6K	1	0.09%	Increased
523	Quantinno Capital Management New York	$772K	+$137K	2	0.11%	Increased
524	Csenge Advisory Group Clearwater, Florida	$770K	-$25.6K	1	0.06%	Reduced
525	TPW Transatlantique Private Wealth New York	$756K	+$823K	1	0.53%	New