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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	MJP Michael J. Puzo	$635K	-$25.5K	1	0.18%	Reduced
627	RP Riverwater Partners Milwaukee, Wisconsin	$626K	+$586K	2	0.56%	New
628	Axxcess Wealth Management Carlsbad, California	$624K	+$583K	1	0.05%	New
629	CDH Charles D. Hyman	$623K	$0	1	0.04%	Maintained
630	TCOT Trust Company of Toledo Holland, Ohio	$623K	-$5.09K	1	0.09%	Reduced
631	Wedbush Securities Los Angeles, California	$623K	-$1.02K	1	0.03%	Reduced
632	MAI Capital Management Independence, Ohio	$621K	+$277K	1	0.01%	Increased
633	Cetera Investment Advisers Schaumburg, Illinois	$615K	-$61.9K	2	0.01%	Reduced
634	SCM Stevens Capital Management Radnor, Pennsylvania	$615K	-$8.82K	1	0.14%	Reduced
635	WC Woodstock Corp Boston, Massachusetts	$614K	$0	1	0.06%	Maintained
636	Martingale Asset Management Boston, Massachusetts	$612K	-$374K	1	0.01%	Reduced
637	Citizens Financial Group Providence, Rhode Island	$601K	-$113K	2	0.02%	Reduced
638	FI Fractal Investments Glastonbury, Connecticut	$595K	+$556K	1	0.21%	New
639	CI Cigna Investments Bloomfield, Connecticut	$591K	-$197K	1	0.05%	Reduced
640	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$582K	-$17K	1	0.22%	Reduced
641	DY Dowling & Yahnke San Diego, California	$578K	$0	1	0.03%	Maintained
642	DF Donoghue Forlines Boston, Massachusetts	$577K	+$539K	1	0.1%	New
643	QIM Quantitative Investment Management Charlottesville, Virginia	$577K	+$540K	1	0.08%	New
644	TD Private Client Wealth New York	$577K	-$41.6K	2	0.02%	Reduced
645	Jump Financial Chicago, Illinois	$575K	+$322K	1	0.04%	Increased
646	LFA Legacy Financial Advisors Covington, Kentucky	$571K	+$19K	1	0.13%	Increased
647	BFO Boston Family Office Boston, Massachusetts	$570K	$0	1	0.04%	Maintained
648	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$570K	$0	1	0.05%	Maintained
649	RIM Redpoint Investment Management Sydney, NSW, Australia	$568K	$0	1	0.05%	Maintained
650	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$567K	+$9.16K	1	0.28%	Increased