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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
526	DL Delta Lloyd Amsterdam, Netherlands	$406K	$0	1	0.02%	Maintained
527	JP Morgan Private Wealth Advisors San Francisco, California	$403K	-$26.7K	1	0.01%	Reduced
528	HighTower Advisors Chicago, Illinois	$400K	-$75.7K	1	0.01%	Reduced
529	Conning Inc Hartford, Connecticut	$394K	+$16.4K	1	0.03%	Increased
530	HMS Hanseatic Management Services Albuquerque, New Mexico	$394K	+$377K	1	0.26%	New
531	PAM PartnerRe Asset Management Greenwich, Connecticut	$391K	-$50.5K	1	0.07%	Reduced
532	Boston Financial Management Boston, Massachusetts	$377K	$0	1	0.06%	Maintained
533	SPC Stewart & Patten Company Lafayette, California	$375K	-$5.99K	1	0.08%	Reduced
534	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$370K	-$12.3K	1	0.02%	Reduced
535	AB AT Bancorp Dubuque, Iowa	$363K	$0	1	0.13%	Maintained
536	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$362K	-$56.8K	1	0%	Reduced
537	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$361K	+$331K	1	0.04%	New
538	Thrivent Financial for Lutherans Minneapolis, Minnesota	$359K	-$399K	1	0%	Reduced
539	Veritable Wilmington, Delaware	$358K	$0	1	0.01%	Maintained
540	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$350K	+$335K	1	0.31%	New
541	Verition Fund Management Greenwich, Connecticut	$349K	+$334K	1	0.05%	New
542	SCM Salem Capital Management Woburn, Massachusetts	$348K	+$333K	1	0.16%	New
543	WFM Wilmington Funds Management Wilmington, Delaware	$347K	$0	1	0.03%	Maintained
544	FineMark National Bank & Trust Fort Myers, Florida	$346K	+$5.82K	1	0.09%	Increased
545	Laurion Capital Management New York	$341K	+$327K	1	0.03%	New
546	DIA Denver Investment Advisors Denver, Colorado	$339K	-$85.9K	1	0.01%	Reduced
547	NB NBT Bank Norwich, New York	$336K	-$4.32K	1	0.05%	Reduced
548	WC Woodstock Corp Boston, Massachusetts	$332K	-$68.8K	1	0.07%	Reduced
549	First Allied Advisory Services San Diego, California	$329K	+$33.5K	1	0.02%	Increased
550	CCM Carderock Capital Management Chevy Chase, Maryland	$328K	$0	1	0.19%	Maintained