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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	BEAM Baker Ellis Asset Management Vancouver, Washington	$507K	$0	1	0.18%	Maintained
527	GVT Genesee Valley Trust Pittsford, New York	$503K	-$214K	1	0.33%	Reduced
528	Highbridge Capital Management New York	$499K	+$522K	1	0.01%	New
529	SM Stratton Management King Of Prussia, Pennsylvania	$498K	$0	1	0.02%	Maintained
530	HC HHG & Company Darien, Connecticut	$497K	$0	1	0.18%	Maintained
531	FSA Financial Sense Advisors San Diego, California	$492K	-$59.3K	1	0.21%	Reduced
532	TC Taylor Cottrill New London, New Hampshire	$485K	$0	1	0.25%	Maintained
533	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$483K	$0	1	0.1%	Maintained
534	Scotia Capital Toronto, Ontario, Canada	$483K	$0	1	0.01%	Maintained
535	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$479K	+$150K	1	0.1%	Increased
536	SLG Stanley-Laman Group Berwyn, Pennsylvania	$479K	+$428K	1	0.1%	New
537	BFO Boston Family Office Boston, Massachusetts	$476K	$0	1	0.06%	Maintained
538	CT Cambridge Trust Cambridge, Massachusetts	$466K	+$18.3K	1	0.04%	Increased
539	MCM Murphy Capital Management Bedminster, New Jersey	$453K	+$429K	1	0.08%	New
540	AT Arden Trust Wilmington, Delaware	$451K	-$24.7K	1	0.05%	Reduced
541	SCA Secor Capital Advisors New York	$445K	+$465K	1	0.18%	New
542	HCM Highlander Capital Management Short Hills, New Jersey	$439K	$0	1	0.42%	Maintained
543	Choate Investment Advisors Boston, Massachusetts	$436K	-$197K	1	0.03%	Reduced
544	D.A. Davidson & Co Great Falls, Montana	$435K	+$97.7K	1	0.02%	Increased
545	Sterling Capital Management Charlotte, North Carolina	$434K	+$388K	1	0%	New
546	TFF Timothy F. Fidgeon	$425K	-$22.8K	1	0.2%	Reduced
547	Amalgamated Bank New York	$424K	+$401K	1	0.07%	New
548	SIM Spark Investment Management New York	$419K	$0	1	0.07%	Maintained
549	BB&T Securities Richmond, Virginia	$414K	+$91.3K	1	0.01%	Increased
550	NIM NuWave Investment Management Parsippany, New Jersey	$411K	-$145K	1	0.36%	Reduced