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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	FMT First Mercantile Trust Cordova, Tennessee	$260K	-$10.1K	3	0.06%	Reduced
602	CAM Cubic Asset Management Boston, Massachusetts	$258K	-$193K	1	0.08%	Reduced
603	ZCM Zebra Capital Management Stamford, Connecticut	$258K	-$307K	1	0.16%	Reduced
604	AAM Aureus Asset Management Boston, Massachusetts	$255K	$0	1	0.04%	Maintained
605	North Star Asset Management Neenah, Wisconsin	$250K	$0	1	0.02%	Maintained
606	TCTC Holdings Dallas, Texas	$248K	$0	1	0.01%	Maintained
607	Laird Norton Wetherby Wealth Management San Francisco, California	$242K	-$4.25K	1	0.03%	Reduced
608	Prudential plc London, England, United Kingdom	$241K	+$2.86K	1	0%	Increased
609	1WA 180 Wealth Advisors Federal Way, Washington	$236K	$0	1	0.11%	Maintained
610	Jupiter Asset Management London, United Kingdom	$236K	+$11.3K	1	0.01%	Increased
611	MAI Capital Management Independence, Ohio	$235K	-$28K	1	0.01%	Reduced
612	Quadrant Capital Group Cincinnati, Ohio	$234K	-$39.8K	4	0.06%	Reduced
613	TTWM TCV Trust & Wealth Management Richmond, Virginia	$234K	+$269K	1	0.03%	New
614	MCIM Meadow Creek Investment Management Atlanta, Georgia	$230K	$0	1	0.01%	Maintained
615	PWP Private Wealth Partners Mill Valley, California	$229K	$0	1	0.04%	Maintained
616	BDS Banco de Sabadell Miami, Florida	$228K	-$66.5K	1	0.03%	Reduced
617	IB Intrust Bank Wichita, Kansas	$228K	-$1.04K	1	0.07%	Reduced
618	Profund Advisors Bethesda, Maryland	$228K	-$698K	1	0.01%	Reduced
619	EA Elm Advisors Burlingame, California	$227K	-$2.18K	1	0.18%	Reduced
620	ACM Argyle Capital Management Center Valley, Pennsylvania	$225K	$0	1	0.1%	Maintained
621	BFO Boston Family Office Boston, Massachusetts	$223K	$0	1	0.03%	Maintained
622	RIM Redpoint Investment Management Sydney, NSW, Australia	$222K	$0	1	0.01%	Maintained
623	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$219K	+$2.42K	2	0.14%	Increased
624	COI Capital One Investing Mclean, Virginia	$218K	+$251K	1	0.08%	New
625	Bartlett & Co Wealth Management Cincinnati, Ohio	$216K	$0	1	0.01%	Maintained