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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	Cullen/Frost Bankers San Antonio, Texas	$2.05M	$0	1	0.03%	Maintained
502	Quadrature Capital London, United Kingdom	$2.02M	+$1.83M	2	0.04%	New
503	Krilogy Financial St. Louis, Missouri	$2.01M	$0	1	0.17%	Maintained
504	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$2M	-$73.9K	3	0.05%	Reduced
505	DM Delphi Management Brookline, Massachusetts	$2M	-$131K	2	1.84%	Reduced
506	GWM Gitterman Wealth Management Edison, New Jersey	$1.99M	$0	1	0.89%	Maintained
507	EML Eos Management LP New York	$1.99M	$0	1	0.88%	Maintained
508	Tidal Investments Milwaukee, Wisconsin	$1.93M	+$474K	3	0.04%	Increased
509	U.S. Capital Wealth Advisors Austin, Texas	$1.92M	+$1.75M	1	0.08%	New
510	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.91M	-$545	3	0%	Reduced
511	Elo Mutual Pension Insurance Espoo, Finland	$1.88M	+$71K	1	0.05%	Increased
512	Kovitz Investment Group Partners Chicago, Illinois	$1.88M	+$1.71M	1	0.03%	New
513	PRC Pearl River Capital Niles, Michigan	$1.86M	-$194K	1	0.3%	Reduced
514	Needham Investment Management New York	$1.83M	+$1.64M	1	0.23%	New
515	Rafferty Asset Management New York	$1.81M	+$86K	1	0.01%	Increased
516	Gulf International Bank (UK) London, United Kingdom	$1.76M	-$214K	1	0.05%	Reduced
517	KCM Kanawha Capital Management Richmond, Virginia	$1.75M	-$74.7K	1	0.16%	Reduced
518	KIC Keating Investment Counselors Delray Beach, Florida	$1.75M	-$2.1K	1	0.62%	Reduced
519	EWA Etesian Wealth Advisors West Linn, Oregon	$1.74M	-$14.7K	1	1.05%	Reduced
520	PCM Prelude Capital Management New York	$1.74M	+$184K	3	0.12%	Increased
521	PWG Portside Wealth Group Provo, Utah	$1.74M	+$202K	2	0.32%	Increased
522	FTIS First Trust Investment Solutions Naples, Florida	$1.74M	+$1.58M	1	0.36%	New
523	INTECH Investment Management West Palm Beach, Florida	$1.73M	-$1.31M	2	0.03%	Reduced
524	Kentucky Retirement Systems Frankfort, Kentucky	$1.72M	-$13.2K	1	0.05%	Reduced
525	Central Trust Company Jefferson City, Missouri	$1.7M	-$24.7K	3	0.05%	Reduced