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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	BFIM Beese Fulmer Investment Management Canton, Ohio	$247K	+$229K	1	0.03%	New
702	CC Cornerstone Capital Palo Alto, California	$246K	$0	1	0.03%	Maintained
703	ExodusPoint Capital Management New York	$243K	-$1.13M	1	0%	Reduced
704	IRF IBM Retirement Fund Armonk, New York	$243K	-$11.4K	1	0.04%	Reduced
705	BAM Barrett Asset Management New York	$242K	$0	1	0.01%	Maintained
706	HM Payson & Co Portland, Maine	$242K	$0	2	0.01%	Maintained
707	TPWA TRUE Private Wealth Advisors Salem, Oregon	$237K	+$221K	2	0.04%	New
708	Fund Evaluation Group Cincinnati, Ohio	$236K	+$3.75K	1	0.04%	Increased
709	IIM Ironwood Investment Management Boston, Massachusetts	$236K	-$49.7K	1	0.16%	Reduced
710	PMFA Plante Moran Financial Advisors Southfield, Michigan	$236K	-$20.8K	2	0.08%	Reduced
711	PCAP Pratt Collard Advisory Partners Buffalo, New York	$234K	$0	1	0.18%	Maintained
712	Aristotle Atlantic Partners Sarasota, Florida	$231K	+$214K	1	0.03%	New
713	Gateway Investment Advisers Cincinnati, Ohio	$231K	-$367K	1	0%	Reduced
714	GIP Greatmark Investment Partners Columbus, Georgia	$231K	+$214K	1	0.06%	New
715	AC Addison Capital Conshohocken, Pennsylvania	$230K	+$209K	1	0.15%	New
716	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$226K	+$211K	1	0.14%	New
717	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$226K	+$168K	2	0.04%	Increased
718	RE RBC Europe London, United Kingdom	$225K	$0	2	0.02%	Maintained
719	WP WealthPLAN Partners Omaha, Nebraska	$225K	-$319K	1	0.03%	Reduced
720	FCI Financial Counselors Inc Overland Park, Kansas	$224K	+$208K	1	0.01%	New
721	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$224K	+$208K	1	0.02%	New
722	OI Oakbrook Investments Lisle, Illinois	$224K	+$203K	1	0.05%	New
723	SCM Salem Capital Management Woburn, Massachusetts	$222K	+$206K	1	0.12%	New
724	Citizens Financial Group Providence, Rhode Island	$217K	-$930	1	0.01%	Reduced
725	HBK Sorce Advisory Erie, Pennsylvania	$217K	+$214K	1	0.02%	New