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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
626	CIM Contravisory Investment Management Norwell, Massachusetts	$168K	$0	1	0.03%	Maintained
627	MSI Financial Services Springfield, Massachusetts	$164K	+$82.6K	2	0.03%	Increased
628	ECM Endex Capital Management Overland Park, Kansas	$162K	$0	1	0.17%	Maintained
629	Fuller & Thaler Asset Management San Mateo, California	$162K	+$68.8K	1	0.01%	Increased
630	NIMI Natixis Investment Managers International Paris, France	$159K	$0	1	0.04%	Maintained
631	ACM Aviance Capital Management Sarasota, Florida	$145K	-$27.7K	1	0.08%	Reduced
632	Parallax Volatility Advisers San Francisco, California	$128K	-$118K	1	0%	Reduced
633	GIS Guardian Investor Services New York	$123K	-$4.15K	1	0.1%	Reduced
634	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$117K	+$112K	1	0.04%	New
635	PTC Private Trust Company Cleveland, Ohio	$109K	+$15.4K	1	0.05%	Increased
636	BG Bollard Group Boston, Massachusetts	$108K	+$103K	1	0.01%	New
637	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$108K	+$103K	1	0.07%	New
638	GGPS Gary Goldberg Planning Services Suffern, New York	$105K	+$231	1	0.06%	Increased
639	MCM Manchester Capital Management Manchester, Vermont	$105K	-$6.22K	1	0.02%	Reduced
640	NYLT New York Life Trust New York	$99K	+$94.3K	1	0.5%	New
641	HPBT High Point Bank & Trust High Point, North Carolina	$94K	+$12.9K	1	0.03%	Increased
642	DAM Delta Asset Management Memphis, Tennessee	$90K	$0	1	0.02%	Maintained
643	TF Tompkins Financial Ithaca, New York	$83K	$0	1	0.02%	Maintained
644	IRS Invictus RG (Singapore) Singapore	$81K	+$59.1K	1	0.07%	Increased
645	ETrade Capital Management Arlington, Virginia	$80K	+$17.3K	1	0.01%	Increased
646	IWC Integrated Wealth Counsel Carmel, California	$78.9K	$0	1	0.06%	Maintained
647	JIC Joel Isaacson & Co New York	$72K	$0	1	0.03%	Maintained
648	Shinko Asset Management Company Tokyo, Japan	$72K	-$8.64K	1	0%	Reduced
649	FFC First Financial Corp Terre Haute, Indiana	$62K	$0	1	0.03%	Maintained
650	Waverly Advisors Birmingham, Alabama	$56K	+$53.9K	1	0.03%	New