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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	Private Advisor Group Morristown, New Jersey	$293K	+$30K	1	0.01%	Increased
527	BCM Buckhead Capital Management Atlanta, Georgia	$292K	-$66.5K	1	0.06%	Reduced
528	Federated Hermes Pittsburgh, Pennsylvania	$287K	-$56.1K	2	0%	Reduced
529	Weiss Multi-Strategy Advisers New York	$286K	+$273K	1	0.01%	New
530	CC ClearArc Capital Cincinnati, Ohio	$284K	-$2.48K	1	0.05%	Reduced
531	Conning Inc Hartford, Connecticut	$284K	-$1.39K	1	0.01%	Reduced
532	Virginia Retirement Systems Richmond, Virginia	$284K	+$269K	1	0%	New
533	MN Services Vermogensbeheer The Hague, Netherlands	$283K	$0	1	0.06%	Maintained
534	TAM THB Asset Management Norwalk, Connecticut	$279K	+$265K	1	0.03%	New
535	Tokio Marine Asset Management Tokyo, Japan	$279K	-$101K	1	0.03%	Reduced
536	GCA Gideon Capital Advisors New York	$278K	+$265K	1	0.18%	New
537	E. Ohman J:or Asset Management Stockholm, Sweden	$277K	$0	1	0.04%	Maintained
538	MSI Financial Services Springfield, Massachusetts	$277K	-$54.5K	1	0.01%	Reduced
539	WC Woodstock Corp Boston, Massachusetts	$277K	$0	1	0.06%	Maintained
540	Atlantic Union Bankshares Glen Allen, Virginia	$272K	$0	1	0.1%	Maintained
541	Laird Norton Wetherby Wealth Management San Francisco, California	$272K	-$1.56K	1	0.05%	Reduced
542	PP Patten & Patten Chattanooga, Tennessee	$270K	-$71.5K	1	0.03%	Reduced
543	SPC Stewart & Patten Company Lafayette, California	$270K	$0	1	0.05%	Maintained
544	MC Moors & Cabot Boston, Massachusetts	$269K	-$7.17K	1	0.04%	Reduced
545	Quadrant Capital Group Cincinnati, Ohio	$266K	-$12.1K	3	0.13%	Reduced
546	FMT First Mercantile Trust Cordova, Tennessee	$265K	+$54.4K	2	0.04%	Increased
547	North Star Asset Management Neenah, Wisconsin	$265K	$0	1	0.03%	Maintained
548	SCM Salem Capital Management Woburn, Massachusetts	$264K	-$517K	1	0.15%	Reduced
549	OAM Occidental Asset Management Burlingame, California	$263K	+$251K	1	0.19%	New
550	Squarepoint New York	$262K	+$220K	1	0.01%	New