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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	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$514K	-$16.1K	1	0.45%	Reduced
552	CI Cigna Investments Bloomfield, Connecticut	$506K	-$137K	1	0.05%	Reduced
553	IRF IBM Retirement Fund Armonk, New York	$506K	+$140K	1	0.04%	Increased
554	PMA Prudent Man Advisors Naperville, Illinois	$506K	+$500K	1	0.27%	New
555	First Horizon Advisors Memphis, Tennessee	$498K	+$1.75K	2	0.04%	Increased
556	AB Atlas Brown Louisville, Kentucky	$480K	$0	1	0.28%	Maintained
557	TC TwinBeech Capital Purchase, New York	$477K	-$1.75M	1	0.1%	Reduced
558	Salem Investment Counselors Winston Salem, North Carolina	$476K	$0	1	0.04%	Maintained
559	Forvis Mazars Wealth Advisors Springfield, Missouri	$474K	+$469K	1	0.03%	New
560	MA Mutual Advisors Omaha, Nebraska	$471K	-$42.8K	1	0.04%	Reduced
561	MFG Monte Financial Group Guilford, Connecticut	$465K	-$205K	1	0.35%	Reduced
562	Mirae Asset Global Investments Seoul, South Korea	$460K	-$16.6K	1	0%	Reduced
563	Brown Brothers Harriman & Co New York	$457K	-$53.3K	2	0%	Reduced
564	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$449K	+$497K	1	0.41%	New
565	HB Horizon Bancorp Michigan City, Indiana	$449K	$0	1	0.64%	Maintained
566	CDH Charles D. Hyman	$445K	-$18.7K	1	0.04%	Reduced
567	SIA Strategic Investment Advisors Farmington Hills, Michigan	$441K	+$436K	1	0.15%	New
568	CX Institutional Auburn, Indiana	$440K	+$10.8K	1	0.05%	Increased
569	Lazard Asset Management New York	$433K	-$3.01M	1	0%	Reduced
570	MFG MidWestOne Financial Group Iowa City, Iowa	$433K	$0	1	0.14%	Maintained
571	RIG Renaissance Investment Group Lenox, Massachusetts	$430K	$0	1	0.14%	Maintained
572	Ingalls & Snyder LLC New York	$428K	$0	1	0.03%	Maintained
573	Profund Advisors Bethesda, Maryland	$420K	+$408K	2	0.02%	New
574	FHB First Hawaiian Bank Honolulu, Hawaii	$416K	+$36.7K	1	0.02%	Increased
575	NWP Northstar Wealth Partners West Hartford, Connecticut	$415K	-$428	1	0.19%	Reduced