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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	OMERS Administration Corp Toronto, Ontario, Canada	$492K	+$451K	1	0.01%	New
552	NewEdge Advisors New Orleans, Louisiana	$491K	-$4.24K	1	0.03%	Reduced
553	Parallax Volatility Advisers San Francisco, California	$491K	+$440K	2	0%	Increased
554	JIR James Investment Research Alpha, Ohio	$489K	-$49.5K	2	0.03%	Reduced
555	Ingalls & Snyder LLC New York	$487K	-$13.8K	1	0.02%	Reduced
556	SP Symmetry Partners Glastonbury, Connecticut	$486K	$0	1	0.08%	Maintained
557	Crawford Investment Counsel Atlanta, Georgia	$485K	$0	1	0.01%	Maintained
558	Simplicity Solutions Minneapolis, Minnesota	$483K	+$445K	1	0.03%	New
559	Manning & Napier Group Fairport, New York	$477K	-$487	1	0.01%	Reduced
560	Veritable Wilmington, Delaware	$477K	-$26.9K	1	0.01%	Reduced
561	Meag Munich Ergo Munich, Germany	$475K	-$889K	1	0.04%	Reduced
562	Synovus Financial Columbus, Georgia	$471K	+$7.14K	2	0.01%	Increased
563	Wilmington Savings Fund Society Wilmington, Delaware	$470K	$0	1	0.03%	Maintained
564	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$469K	$0	1	0.09%	Maintained
565	Quantinno Capital Management New York	$468K	$0	1	0.3%	Maintained
566	First Horizon Advisors Memphis, Tennessee	$464K	+$2.77K	2	0.04%	Increased
567	GAM Gould Asset Management Claremont, California	$463K	$0	1	0.17%	Maintained
568	GC Globeflex Capital San Diego, California	$457K	+$71.6K	1	0.1%	Increased
569	Squarepoint New York	$452K	-$18.5M	1	0%	Reduced
570	ATC Argent Trust Co Nashville, Tennessee	$446K	-$11.9K	1	0.05%	Reduced
571	PEAK6 Investments Chicago, Illinois	$444K	-$72.7K	1	0%	Reduced
572	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$441K	-$14.3K	1	0.33%	Reduced
573	ACM Allred Capital Management Dallas, Texas	$433K	+$346	1	0.25%	Increased
574	MJP Michael J. Puzo	$431K	$0	1	0.17%	Maintained
575	S Seeyond Paris, France	$430K	-$221K	1	0.04%	Reduced