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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	CAM Cubic Asset Management Boston, Massachusetts	$565K	$0	2	0.14%	Maintained
602	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$564K	-$31.1K	1	0.06%	Reduced
603	NFG Next Financial Group Houston, Texas	$561K	-$10.8K	2	0.04%	Reduced
604	APA American Portfolios Advisors Holbrook, New York	$561K	+$18.5K	3	0.02%	Increased
605	IndexIQ Advisors New York	$559K	-$40.1K	1	0.02%	Reduced
606	Hillsdale Investment Management Toronto, Ontario, Canada	$556K	+$549K	1	0.04%	New
607	APC Aspire Private Capital Cornelius, North Carolina	$553K	+$149K	1	0.18%	Increased
608	Laird Norton Wetherby Wealth Management San Francisco, California	$553K	+$83.5K	1	0.03%	Increased
609	WC Wexford Capital West Palm Beach, Florida	$551K	+$543K	1	0.08%	New
610	Cetera Investment Advisers Schaumburg, Illinois	$550K	+$35.6K	2	0.01%	Increased
611	MJP Michael J. Puzo	$550K	$0	1	0.17%	Maintained
612	KA Kintegral Advisory New York	$547K	$0	1	0.06%	Maintained
613	ACM Allred Capital Management Dallas, Texas	$545K	+$7.52K	1	0.27%	Increased
614	CI Investments Inc Toronto, Ontario, Canada	$544K	+$209K	2	0%	Increased
615	FHC First Horizon Corporation Memphis, Tennessee	$544K	+$148	2	0.05%	Increased
616	Krane Funds Advisors New York	$538K	+$527K	1	0.02%	New
617	GAM Gould Asset Management Claremont, California	$536K	$0	1	0.15%	Maintained
618	North Star Asset Management Neenah, Wisconsin	$532K	$0	1	0.03%	Maintained
619	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$530K	-$17.3K	1	0.23%	Reduced
620	TCTC Holdings Dallas, Texas	$527K	$0	1	0.02%	Maintained
621	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$522K	+$40.4K	1	0.01%	Increased
622	SC Sepio Capital Salt Lake City, Utah	$522K	+$144K	1	0.04%	New
623	TCOT Trust Company of Toledo Holland, Ohio	$522K	$0	1	0.09%	Maintained
624	CDH Charles D. Hyman	$517K	$0	1	0.04%	Maintained
625	Horizon Investments Charlotte, North Carolina	$515K	-$208K	1	0.02%	Reduced