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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	CI Cigna Investments Bloomfield, Connecticut	$396K	-$1.09M	1	0.04%	Reduced
602	CX Institutional Auburn, Indiana	$394K	$0	1	0.06%	Maintained
603	VCA Verdence Capital Advisors Hunt Valley, Maryland	$391K	+$57K	1	0.11%	Increased
604	Tokio Marine Asset Management Tokyo, Japan	$389K	+$15.5K	1	0.07%	Increased
605	Marshall Wace Asia Central, Hong Kong	$379K	-$4.62M	1	0.01%	Reduced
606	Tower Research Capital (TRC) New York	$379K	-$175K	2	0.03%	Reduced
607	S Seeyond Paris, France	$376K	-$78.9K	1	0.04%	Reduced
608	MC Menta Capital San Francisco, California	$368K	+$49.3K	1	0.16%	Increased
609	IRC Investors Research Corp Atlanta, Georgia	$367K	+$6.44K	3	0.19%	Increased
610	GWM Greenwich Wealth Management Greenwich, Connecticut	$365K	$0	1	0.06%	Maintained
611	Mariner Overland Park, Kansas	$365K	+$25.4K	1	0%	Increased
612	AAM Aureus Asset Management Boston, Massachusetts	$360K	$0	1	0.04%	Maintained
613	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$360K	-$52.3K	1	0.04%	Reduced
614	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$355K	-$1.24K	1	0.04%	Reduced
615	North Star Asset Management Neenah, Wisconsin	$354K	$0	1	0.03%	Maintained
616	AIM Anchor Investment Management Columbia, South Carolina	$353K	-$7.6K	3	0.08%	Reduced
617	TCTC Holdings Dallas, Texas	$351K	$0	1	0.02%	Maintained
618	WC Woodstock Corp Boston, Massachusetts	$351K	$0	1	0.06%	Maintained
619	WCM Weld Capital Management New York	$350K	+$30.8K	1	0.06%	Increased
620	C Cerebellum San Francisco, California	$345K	-$22.4K	1	0.28%	Reduced
621	Cresset Asset Management Chicago, Illinois	$344K	+$40.8K	1	0.01%	Increased
622	PP PDT Partners New York	$341K	+$57	1	0.02%	Increased
623	Haverford Trust Company Radnor, Pennsylvania	$337K	-$83.7K	1	0.01%	Reduced
624	Laird Norton Wetherby Wealth Management San Francisco, California	$337K	+$959	1	0.04%	Increased
625	KA Kintegral Advisory New York	$334K	$0	1	0.07%	Maintained