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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	JC Jacobs & Co San Francisco, California	$284K	-$333	1	0.03%	Reduced
702	Washington Trust Westerly, Rhode Island	$284K	-$20.5K	2	0.01%	Reduced
703	Robertson Stephens Wealth Management San Francisco, California	$282K	+$262K	1	0.05%	New
704	ACM Argyle Capital Management Center Valley, Pennsylvania	$279K	$0	1	0.09%	Maintained
705	Mount Yale Investment Advisors Denver, Colorado	$279K	-$1.27K	1	0.04%	Reduced
706	JWCA J.W. Coons Advisors Columbus, Ohio	$278K	$0	1	0.1%	Maintained
707	TCM Telos Capital Management San Diego, California	$278K	$0	1	0.04%	Maintained
708	Quadrant Capital Group Cincinnati, Ohio	$277K	+$1.91K	3	0.05%	Increased
709	RegentAtlantic Capital Morristown, New Jersey	$277K	+$257K	1	0.01%	New
710	Conning Inc Hartford, Connecticut	$275K	-$17.8K	1	0.01%	Reduced
711	E. Ohman J:or Asset Management Stockholm, Sweden	$274K	+$255K	1	0.01%	New
712	Aristotle Atlantic Partners Sarasota, Florida	$274K	$0	1	0.02%	Maintained
713	AP Arlington Partners Birmingham, Alabama	$274K	+$258K	2	0.1%	New
714	CAAS Capital Asset Advisory Services Williamston, Michigan	$274K	-$62.6K	1	0.04%	Reduced
715	HBK Sorce Advisory Erie, Pennsylvania	$271K	+$4.56K	1	0.02%	Increased
716	Bel Air Investment Advisors Los Angeles, California	$269K	+$250K	1	0.01%	New
717	MAM Meeder Asset Management Dublin, Ohio	$268K	+$147K	4	0.01%	Increased
718	SPC Stewart & Patten Company Lafayette, California	$267K	$0	1	0.04%	Maintained
719	AGF Investments Inc Toronto, Ontario, Canada	$266K	-$330K	1	0%	Reduced
720	SEC Seven Eight Capital New York	$265K	$0	1	0.06%	Maintained
721	Shelton Capital Management Denver, Colorado	$262K	$0	1	0.01%	Maintained
722	CL CIM LLC Albany, New York	$261K	+$9.42K	1	0.05%	Increased
723	WB Webster Bank Waterbury, Connecticut	$261K	$0	1	0.03%	Maintained
724	EM Excalibur Management Waltham, Massachusetts	$259K	-$6.37K	1	0.13%	Reduced
725	MKC M. Kraus & Co Shelburne, Vermont	$256K	+$1.27K	1	0.1%	Increased