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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
601	CIM Contravisory Investment Management Norwell, Massachusetts	$247K	$0	1	0.05%	Maintained
602	AP Advisor Partners Walnut Creek, California	$246K	+$1.75K	1	0.12%	Increased
603	GVT Genesee Valley Trust Pittsford, New York	$246K	$0	1	0.15%	Maintained
604	Meyer Handelman Company Rye Brook, New York	$246K	$0	1	0.01%	Maintained
605	YMRC Yorktown Management & Research Company Forest, Virginia	$246K	$0	1	0.05%	Maintained
606	HM Payson & Co Portland, Maine	$242K	+$18.7K	1	0.01%	Increased
607	CBU CIBC Bank USA Chicago, Illinois	$241K	+$13.8K	1	0.05%	Increased
608	DP Dearborn Partners Chicago, Illinois	$241K	$0	1	0.02%	Maintained
609	First Citizens Bank & Trust Raleigh, North Carolina	$241K	-$18.9K	1	0.02%	Reduced
610	Bank of Nova Scotia Toronto, Ontario, Canada	$234K	$0	1	0%	Maintained
611	WTB Washington Trust Bank Spokane, Washington	$234K	$0	1	0.05%	Maintained
612	PCM Prelude Capital Management New York	$232K	+$183K	2	0.03%	Increased
613	Bradley Foster & Sargent Hartford, Connecticut	$231K	$0	1	0.01%	Maintained
614	AWCI Alpine Woods Capital Investors Purchase, New York	$230K	$0	1	0.01%	Maintained
615	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$227K	$0	1	0.07%	Maintained
616	WSCM Wellington Shields Capital Management New York	$227K	$0	1	0.04%	Maintained
617	PMFA Plante Moran Financial Advisors Southfield, Michigan	$226K	+$7.2K	1	0.2%	Increased
618	LIM Leavell Investment Management Mobile, Alabama	$223K	$0	1	0.04%	Maintained
619	Stephens Inc Little Rock, Arkansas	$223K	-$2.79K	1	0.01%	Reduced
620	RT Reliance Trust Atlanta, Georgia	$222K	-$22.5K	1	0.25%	Reduced
621	Driehaus Capital Management Chicago, Illinois	$218K	+$213K	1	0.01%	New
622	JCM Janney Capital Management Pittsburgh, Pennsylvania	$218K	+$207K	1	0.01%	New
623	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$213K	$0	1	0.12%	Maintained
624	SFM Signature Financial Management Norfolk, Virginia	$213K	+$202K	1	0.16%	New
625	Douglas C. Lane & Associates New York	$212K	-$15K	1	0.01%	Reduced