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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	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$360K	$0	1	0.03%	Maintained
552	Oppenheimer Asset Management New York	$351K	-$194K	1	0.01%	Reduced
553	BTNA Bremer Trust National Association St. Cloud, Minnesota	$349K	-$29.7K	1	0.1%	Reduced
554	AIM Anchor Investment Management Columbia, South Carolina	$348K	-$7.13K	2	0.09%	Reduced
555	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$347K	-$61.1K	1	0.07%	Reduced
556	North Star Asset Management Neenah, Wisconsin	$347K	$0	1	0.03%	Maintained
557	United Capital Financial Advisors Irving, Texas	$347K	+$67K	1	0%	Increased
558	TCTC Holdings Dallas, Texas	$344K	$0	1	0.02%	Maintained
559	FineMark National Bank & Trust Fort Myers, Florida	$340K	$0	1	0.02%	Maintained
560	PIA Piedmont Investment Advisors Durham, North Carolina	$337K	+$11.9K	1	0.01%	Increased
561	CAAS Capital Asset Advisory Services Williamston, Michigan	$335K	-$12.5K	1	0.31%	Reduced
562	IRF IBM Retirement Fund Armonk, New York	$335K	+$113K	1	0.06%	Increased
563	QS Investors New York	$333K	$0	3	0%	Maintained
564	EA Elm Advisors Burlingame, California	$332K	-$10.1K	1	0.26%	Reduced
565	MAI Capital Management Independence, Ohio	$324K	+$4.83K	1	0.02%	Increased
566	Quadrant Capital Group Cincinnati, Ohio	$316K	-$9.75K	3	0.11%	Reduced
567	FA FDx Advisors Chicago, Illinois	$312K	-$874	1	0.01%	Reduced
568	WEC Winslow Evans & Crocker Boston, Massachusetts	$312K	$0	1	0.1%	Maintained
569	BFO Boston Family Office Boston, Massachusetts	$309K	$0	1	0.04%	Maintained
570	RIM Redpoint Investment Management Sydney, NSW, Australia	$307K	$0	1	0.02%	Maintained
571	Clearstead Advisors Cleveland, Ohio	$306K	$0	1	0.04%	Maintained
572	SCM Silvant Capital Management Atlanta, Georgia	$306K	+$285K	1	0.04%	New
573	1WA 180 Wealth Advisors Federal Way, Washington	$305K	-$134K	1	0.16%	Reduced
574	EP Elkfork Partners Portland, Oregon	$305K	-$399K	1	0.01%	Reduced
575	Intact Investment Management Montreal, Quebec, Canada	$304K	$0	1	0.01%	Maintained