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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
676	AIM Axiom Investment Management New York	$251K	$0	1	0.05%	Maintained
677	PIM Penobscot Investment Management Boston, Massachusetts	$251K	$0	1	0.05%	Maintained
678	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$250K	$0	1	0.07%	Maintained
679	ACM Argyle Capital Management Center Valley, Pennsylvania	$248K	$0	1	0.09%	Maintained
680	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$248K	+$17.2K	1	0.15%	Increased
681	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$246K	+$236K	1	0.11%	New
682	Boston Financial Management Boston, Massachusetts	$245K	$0	1	0.01%	Maintained
683	LIM Leavell Investment Management Mobile, Alabama	$245K	$0	1	0.03%	Maintained
684	HIC Holderness Investments Company Greensboro, North Carolina	$239K	$0	1	0.11%	Maintained
685	AT Arden Trust Wilmington, Delaware	$236K	-$2.88K	1	0.04%	Reduced
686	WAM Wakefield Asset Management Englewood, Colorado	$234K	-$122K	1	0.09%	Reduced
687	Conning Inc Hartford, Connecticut	$232K	-$29.4K	1	0.01%	Reduced
688	CAAS Capital Asset Advisory Services Williamston, Michigan	$230K	+$220K	1	0.18%	New
689	WSCM Wellington Shields Capital Management New York	$230K	$0	1	0.04%	Maintained
690	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$229K	$0	1	0.03%	Maintained
691	IRF IBM Retirement Fund Armonk, New York	$225K	+$7.39K	1	0.04%	Increased
692	SM Sciencast Management Princeton, New Jersey	$225K	+$240K	1	0.13%	New
693	PCM Prelude Capital Management New York	$224K	-$125K	2	0.01%	Reduced
694	AC Addison Capital Conshohocken, Pennsylvania	$223K	$0	1	0.16%	Maintained
695	MC Machina Capital Paris, France	$222K	+$121K	1	0.08%	Increased
696	YMRC Yorktown Management & Research Company Forest, Virginia	$220K	$0	1	0.08%	Maintained
697	FA FDx Advisors Chicago, Illinois	$219K	-$5.47K	1	0.01%	Reduced
698	CC ClearArc Capital Cincinnati, Ohio	$216K	-$26.2K	1	0.06%	Reduced
699	CC Cornerstone Capital Palo Alto, California	$213K	$0	1	0.03%	Maintained
700	AFG Albion Financial Group Salt Lake City, Utah	$212K	+$203K	1	0.03%	New