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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	PMFA Plante Moran Financial Advisors Southfield, Michigan	$232K	$0	1	0.13%	Maintained
627	HM Payson & Co Portland, Maine	$227K	-$27.4K	1	0.01%	Reduced
628	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$227K	$0	1	0.14%	Maintained
629	SFM Signature Financial Management Norfolk, Virginia	$226K	$0	1	0.18%	Maintained
630	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$225K	+$93.6K	1	0.07%	Increased
631	LC Lilley & Co Tecumseh, Michigan	$223K	-$13.7K	1	0.1%	Reduced
632	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$222K	+$210K	1	0.16%	New
633	LIM Leavell Investment Management Mobile, Alabama	$222K	$0	1	0.04%	Maintained
634	RAM Redmond Asset Management Henrico, Virginia	$218K	$0	1	0.12%	Maintained
635	SC Sumit Capital New York	$216K	+$204K	1	0.39%	New
636	WPC White Pine Capital Bloomington, Minnesota	$214K	+$191K	1	0.08%	New
637	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$212K	$0	1	0.04%	Maintained
638	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$212K	$0	1	0.06%	Maintained
639	Bradley Foster & Sargent Hartford, Connecticut	$210K	+$199K	1	0.01%	New
640	NCMG NCM Capital Management Group Durham, North Carolina	$208K	$0	1	0.14%	Maintained
641	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$208K	-$287K	1	0.12%	Reduced
642	HH Hilltop Holdings Dallas, Texas	$207K	+$196K	1	0.11%	New
643	CC Cornerstone Capital Palo Alto, California	$206K	-$14.1K	1	0.06%	Reduced
644	Pacer Advisors Malvern, Pennsylvania	$206K	+$262K	1	0.05%	New
645	AP Advisor Partners Walnut Creek, California	$204K	+$192K	1	0.12%	New
646	1GA 1st Global Advisors Dallas, Texas	$202K	+$191K	1	0.04%	New
647	Sit Investment Associates Minneapolis, Minnesota	$191K	$0	1	0%	Maintained
648	ECM Endex Capital Management Overland Park, Kansas	$174K	$0	1	0.16%	Maintained
649	Tudor Investment Corp Stamford, Connecticut	$172K	-$54.4K	1	0.01%	Reduced
650	ACM Aviance Capital Management Sarasota, Florida	$163K	+$6.3K	1	0.09%	Increased