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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	Haverford Trust Company Radnor, Pennsylvania	$388K	$0	1	0.01%	Maintained
602	KA Kintegral Advisory New York	$384K	$0	1	0.07%	Maintained
603	Walleye Trading New York	$383K	+$381K	3	0%	New
604	EM Excalibur Management Waltham, Massachusetts	$380K	+$353K	1	0.25%	New
605	ALPS Advisors Denver, Colorado	$378K	-$17.4K	1	0%	Reduced
606	APA American Portfolios Advisors Holbrook, New York	$377K	+$184K	3	0.03%	Increased
607	CCM Cadence Capital Management Boston, Massachusetts	$377K	-$254K	1	0.04%	Reduced
608	GWM Greenwich Wealth Management Greenwich, Connecticut	$377K	$0	1	0.08%	Maintained
609	Scotia Capital Toronto, Ontario, Canada	$377K	+$350K	1	0%	New
610	C Certuity North Palm Beach, Florida	$376K	+$350K	1	0.18%	New
611	Laird Norton Wetherby Wealth Management San Francisco, California	$372K	-$3.43K	1	0.04%	Reduced
612	EA Elm Advisors Burlingame, California	$367K	$0	1	0.23%	Maintained
613	BFO Boston Family Office Boston, Massachusetts	$362K	$0	1	0.03%	Maintained
614	Tokio Marine Asset Management Tokyo, Japan	$361K	-$74.4K	1	0.06%	Reduced
615	Qube Research & Technologies (QRT) London, United Kingdom	$360K	+$354K	1	0.01%	New
616	RIM Redpoint Investment Management Sydney, NSW, Australia	$360K	$0	1	0.02%	Maintained
617	Wealthfront Advisers Palo Alto, California	$360K	+$27.2K	1	0%	Increased
618	Bradley Foster & Sargent Hartford, Connecticut	$359K	+$334K	1	0.01%	New
619	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$359K	+$107K	1	0.11%	Increased
620	CFG Capstone Financial Group Oklahoma City, Oklahoma	$356K	+$331K	1	0.34%	New
621	CFFP Center for Financial Planning Southfied, Michigan	$355K	+$329K	1	0.09%	New
622	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$350K	$0	1	0.23%	Maintained
623	TTWM TCV Trust & Wealth Management Richmond, Virginia	$350K	$0	1	0.04%	Maintained
624	OWA One Wealth Advisors San Francisco, California	$348K	+$48.5K	1	0.26%	Increased
625	WorldQuant Millennium Advisors New York	$346K	-$50.3K	1	0.01%	Reduced