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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	North Star Asset Management Neenah, Wisconsin	$244K	$0	1	0.03%	Maintained
527	CI Constellation Investments Montgomery, Ohio	$242K	+$7.14K	1	0.05%	Increased
528	TCTC Holdings Dallas, Texas	$242K	$0	1	0.01%	Maintained
529	E. Ohman J:or Asset Management Stockholm, Sweden	$242K	$0	1	0.06%	Maintained
530	PAM PartnerRe Asset Management Greenwich, Connecticut	$239K	-$4.84K	1	0.04%	Reduced
531	Central Trust Company Jefferson City, Missouri	$237K	+$14.2K	2	0.02%	Increased
532	Twin Tree Management Dallas, Texas	$237K	+$244K	1	0.01%	New
533	BB&T Securities Richmond, Virginia	$237K	-$181K	1	0.01%	Reduced
534	NB NBT Bank Norwich, New York	$236K	$0	1	0.04%	Maintained
535	3NC 300 North Capital Pasadena, California	$233K	+$215K	1	0.05%	New
536	Calamos Advisors Naperville, Illinois	$233K	+$241K	1	0%	New
537	CAM Cypress Asset Management Houston, Texas	$233K	-$588K	1	0.04%	Reduced
538	SM Stratton Management King Of Prussia, Pennsylvania	$233K	$0	1	0.01%	Maintained
539	First Allied Advisory Services San Diego, California	$229K	-$606K	1	0.02%	Reduced
540	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$228K	+$99.8K	1	0.06%	Increased
541	NPC National Planning Corporation El Segundo, California	$227K	-$69.9K	1	0.02%	Reduced
542	Ferguson Wellman Capital Management Portland, Oregon	$223K	-$664K	1	0.01%	Reduced
543	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$223K	+$921	1	0.09%	Increased
544	Buckingham Strategic Wealth Clayton, Missouri	$221K	+$228K	1	0.08%	New
545	CCT Chemung Canal Trust Elmira, New York	$221K	-$7.89K	1	0.05%	Reduced
546	MC Middleton & Co Boston, Massachusetts	$221K	$0	1	0.05%	Maintained
547	Atria Investments Charlotte, North Carolina	$220K	+$227K	1	0.02%	New
548	PIM Penobscot Investment Management Boston, Massachusetts	$218K	$0	1	0.07%	Maintained
549	AWCI Alpine Woods Capital Investors Purchase, New York	$216K	$0	1	0.01%	Maintained
550	Ameritas Investment Partners Lincoln, Nebraska	$212K	$0	1	0.01%	Maintained