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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	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$378K	-$94K	1	0.06%	Reduced
552	GWM Greenwich Wealth Management Greenwich, Connecticut	$377K	+$390K	1	0.07%	New
553	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$373K	+$390K	1	0.42%	New
554	MML Investors Services Springfield, Massachusetts	$372K	-$35.7K	1	0.01%	Reduced
555	PAM Palisade Asset Management Minneapolis, Minnesota	$372K	+$385K	1	0.05%	New
556	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$368K	+$381K	1	0.04%	New
557	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$366K	-$91K	1	0.07%	Reduced
558	Wilmington Savings Fund Society Wilmington, Delaware	$366K	-$79.7K	1	0.02%	Reduced
559	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$365K	-$272K	2	0%	Reduced
560	CI Cigna Investments Bloomfield, Connecticut	$363K	-$158K	1	0.03%	Reduced
561	Salem Investment Counselors Winston Salem, North Carolina	$362K	-$243K	1	0.03%	Reduced
562	CAM ClariVest Asset Management San Diego, California	$358K	-$1K	1	0.01%	Reduced
563	First Horizon Advisors Memphis, Tennessee	$358K	-$222K	3	0.03%	Reduced
564	PG Patten Group Chattanooga, Tennessee	$354K	-$76.1K	2	0.14%	Reduced
565	Fulton Bank Lancaster, Pennsylvania	$352K	+$117K	1	0.02%	Increased
566	MJP Michael J. Puzo	$351K	-$106K	1	0.15%	Reduced
567	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$349K	-$78.8K	1	0.3%	Reduced
568	RIG Renaissance Investment Group Lenox, Massachusetts	$344K	-$85.6K	1	0.14%	Reduced
569	AB Atlas Brown Louisville, Kentucky	$338K	-$82.5K	1	0.08%	Reduced
570	BDS Banco de Sabadell Miami, Florida	$334K	+$348K	1	0.04%	New
571	PWP Private Wealth Partners Mill Valley, California	$328K	+$340K	1	0.06%	New
572	FMT First Mercantile Trust Cordova, Tennessee	$327K	-$20.3K	3	0.07%	Reduced
573	Holocene Advisors New York	$326K	+$146K	1	0.01%	Increased
574	AIM Anchor Investment Management Columbia, South Carolina	$326K	+$8.78K	3	0.08%	Increased
575	OAM Occidental Asset Management Burlingame, California	$325K	-$70.2K	1	0.17%	Reduced