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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	BFO Boston Family Office Boston, Massachusetts	$278K	$0	1	0.03%	Maintained
602	Jupiter Asset Management London, United Kingdom	$277K	-$4.51M	1	0.01%	Reduced
603	PWP Private Wealth Partners Mill Valley, California	$277K	-$78.3K	1	0.04%	Reduced
604	RIM Redpoint Investment Management Sydney, NSW, Australia	$277K	$0	1	0.01%	Maintained
605	AC Addison Capital Conshohocken, Pennsylvania	$276K	$0	1	0.21%	Maintained
606	FA FDx Advisors Chicago, Illinois	$276K	+$257K	1	0.01%	New
607	IB Intrust Bank Wichita, Kansas	$276K	+$109	1	0.07%	Increased
608	FRM Fox Run Management Greenwich, Connecticut	$274K	+$255K	1	0.12%	New
609	ACM Argyle Capital Management Center Valley, Pennsylvania	$272K	$0	1	0.1%	Maintained
610	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$272K	-$54.5K	1	0.03%	Reduced
611	JT Jump Trading Chicago, Illinois	$272K	+$254K	1	0.01%	New
612	KC KHP Capital Tulsa, Oklahoma	$272K	+$254K	1	0.17%	New
613	Bartlett & Co Wealth Management Cincinnati, Ohio	$270K	+$28.9K	1	0.01%	Increased
614	Bartlett & Co Cincinnati, Ohio	$270K	+$28.9K	1	0.01%	Increased
615	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$263K	+$152K	2	0.14%	Increased
616	PP Patten & Patten Chattanooga, Tennessee	$261K	$0	1	0.03%	Maintained
617	KMC Kirr Marbach & Co Columbus, Indiana	$259K	-$506K	1	0.06%	Reduced
618	Edmond de Rothschild Holding Chambesy, Switzerland	$257K	$0	1	0.01%	Maintained
619	Davenport & Co Richmond, Virginia	$256K	+$239K	1	0%	New
620	IRC Investors Research Corp Atlanta, Georgia	$255K	$0	1	0.15%	Maintained
621	EFS Essex Financial Services Essex, Connecticut	$253K	$0	1	0.06%	Maintained
622	PHK Point72 Hong Kong Hong Kong	$252K	+$235K	1	0.09%	New
623	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$251K	+$234K	1	0.22%	New
624	BTNA Bremer Trust National Association St. Cloud, Minnesota	$248K	-$26.1K	1	0.06%	Reduced
625	MCIM Meadow Creek Investment Management Atlanta, Georgia	$248K	+$47.4K	1	0%	Increased