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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
701	BAM Barrett Asset Management New York	$210K	$0	1	0.01%	Maintained
702	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$210K	+$201K	1	0.16%	New
703	Carnegie Investment Counsel Pepper Pike, Ohio	$210K	-$8.73K	1	0.01%	Reduced
704	CIBC World Market Toronto, Ontario, Canada	$207K	+$198K	1	0%	New
705	Qube Research & Technologies (QRT) London, United Kingdom	$207K	-$432K	1	0.05%	Reduced
706	Fiera Capital (Canada) Montreal, Quebec, Canada	$206K	+$197K	1	0%	New
707	IIM Ironwood Investment Management Boston, Massachusetts	$205K	+$197K	1	0.16%	New
708	PMFA Plante Moran Financial Advisors Southfield, Michigan	$205K	$0	1	0.06%	Maintained
709	Benjamin F. Edwards & Company St. Louis, Missouri	$204K	+$471	3	0.02%	Increased
710	PCAP Pratt Collard Advisory Partners Buffalo, New York	$204K	+$195K	1	0.16%	New
711	Sterling Capital Management Charlotte, North Carolina	$204K	+$196K	1	0%	New
712	HM Payson & Co Portland, Maine	$203K	+$196K	2	0.01%	New
713	HCM Hollencrest Capital Management Newport Beach, California	$203K	+$195K	1	0.03%	New
714	PK Pflug Koory Omaha, Nebraska	$202K	$0	2	0.15%	Maintained
715	CL CIM LLC Albany, New York	$201K	-$34.3K	1	0.07%	Reduced
716	HBK Sorce Advisory Erie, Pennsylvania	$201K	+$191K	1	0.02%	New
717	Aristotle Atlantic Partners Sarasota, Florida	$200K	+$192K	1	0.06%	New
718	GIP Greatmark Investment Partners Columbus, Georgia	$200K	+$192K	1	0.06%	New
719	IP Isthmus Partners Madison, Wisconsin	$200K	+$192K	1	0.05%	New
720	PCM Perritt Capital Management Chicago, Illinois	$197K	-$123K	1	0.08%	Reduced
721	RE RBC Europe London, United Kingdom	$196K	$0	2	0.02%	Maintained
722	EMG ETF Managers Group Summit, New Jersey	$195K	+$132K	1	0.01%	Increased
723	Livforsakringsbolaget Skandia Stockholm, Sweden	$194K	+$57.6K	1	0.02%	Increased
724	MUS Mitsubishi UFJ Securities Tokyo, Japan	$193K	+$91.1K	1	0.64%	Increased
725	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$190K	-$67.2K	1	0.02%	Reduced