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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
551	NB NBT Bank Norwich, New York	$304K	-$61K	1	0.04%	Reduced
552	Truist Financial Charlotte, North Carolina	$304K	-$30.7K	1	0.01%	Reduced
553	WC Woodstock Corp Boston, Massachusetts	$302K	-$58.4K	1	0.06%	Reduced
554	FineMark National Bank & Trust Fort Myers, Florida	$301K	-$78.1K	1	0.06%	Reduced
555	BEAM Baker Ellis Asset Management Vancouver, Washington	$298K	-$206K	1	0.1%	Reduced
556	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$298K	-$15.2K	1	0%	Reduced
557	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$295K	-$56.9K	1	0.06%	Reduced
558	North Star Asset Management Neenah, Wisconsin	$289K	-$55.8K	1	0.03%	Reduced
559	Old National Bancorp Evansville, Indiana	$289K	+$273K	1	0.03%	New
560	E. Ohman J:or Asset Management Stockholm, Sweden	$286K	-$55.3K	1	0.07%	Reduced
561	TCTC Holdings Dallas, Texas	$286K	-$55.3K	1	0.02%	Reduced
562	CCT Chemung Canal Trust Elmira, New York	$285K	-$64.3K	1	0.06%	Reduced
563	ECM Everence Capital Management Goshen, Indiana	$285K	-$55K	1	0.11%	Reduced
564	First Horizon Advisors Memphis, Tennessee	$281K	-$54.4K	1	0.04%	Reduced
565	CCM Carderock Capital Management Chevy Chase, Maryland	$278K	-$76.9K	1	0.14%	Reduced
566	CC ClearArc Capital Cincinnati, Ohio	$276K	-$44.2K	1	0.07%	Reduced
567	Ameritas Investment Partners Lincoln, Nebraska	$275K	-$78.8K	1	0.02%	Reduced
568	Los Angeles Capital Management Los Angeles, California	$265K	-$138	1	0%	Reduced
569	MC Middleton & Co Boston, Massachusetts	$263K	-$60.1K	1	0.06%	Reduced
570	Boston Financial Management Boston, Massachusetts	$262K	-$50.5K	1	0.04%	Reduced
571	Capital Guardian Trust Los Angeles, California	$262K	+$241K	1	0%	Increased
572	CI Constellation Investments Montgomery, Ohio	$262K	-$41.3K	1	0.06%	Reduced
573	Wilmington Savings Fund Society Wilmington, Delaware	$259K	-$55.6K	1	0.01%	Reduced
574	PIM Penobscot Investment Management Boston, Massachusetts	$258K	-$49.7K	1	0.09%	Reduced
575	SIM Strategic Investment Management Arlington, Virginia	$258K	+$243K	1	0.04%	New