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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	GAM Gould Asset Management Claremont, California	$430K	+$446K	1	0.19%	New
527	WorldQuant Millennium Advisors New York	$426K	+$445K	1	0.02%	New
528	P Pitcairn Conshohocken, Pennsylvania	$425K	-$126K	1	0.05%	Reduced
529	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$424K	+$70.1K	1	0.01%	Increased
530	Trexquant Investment Stamford, Connecticut	$420K	+$239K	1	0.03%	Increased
531	NRS Neville Rodie & Shaw New York	$419K	-$137K	1	0.04%	Reduced
532	Veritable Wilmington, Delaware	$415K	-$60.4K	1	0.01%	Reduced
533	ACM Adalta Capital Management New York	$414K	-$117K	1	0.29%	Reduced
534	SPC Stewart & Patten Company Lafayette, California	$414K	-$103K	1	0.08%	Reduced
535	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$411K	-$128K	1	0.05%	Reduced
536	AP Advisor Partners Walnut Creek, California	$407K	-$80.2K	1	0.07%	Reduced
537	Buckingham Strategic Wealth Clayton, Missouri	$403K	+$421K	1	0.07%	New
538	EWM Endurance Wealth Management Providence, Rhode Island	$401K	-$99.8K	1	0.07%	Reduced
539	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$399K	$0	1	0.11%	Maintained
540	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$397K	+$411K	1	0.19%	New
541	Ingalls & Snyder LLC New York	$392K	-$97.4K	1	0.02%	Reduced
542	UFF USA Financial Formulas Ada, Michigan	$392K	-$75.6K	1	0.1%	Reduced
543	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$390K	+$408K	1	0.03%	New
544	CPC Congress Park Capital Saratoga Springs, New York	$386K	-$96K	1	0.37%	Reduced
545	Daiwa Securities Group Tokyo, Japan	$385K	-$9.43M	1	0%	Reduced
546	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$385K	-$96.6K	1	0.02%	Reduced
547	CIBC World Market Toronto, Ontario, Canada	$381K	-$97K	1	0%	Reduced
548	CAM Cubic Asset Management Boston, Massachusetts	$381K	-$237K	1	0.11%	Reduced
549	CPH C Partners Holding Zurich, Switzerland	$378K	-$16.1K	2	0.14%	Reduced
550	Crawford Investment Counsel Atlanta, Georgia	$378K	-$94.1K	1	0.01%	Reduced