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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	FM Freemont Management Vaud, Switzerland	$943K	-$250K	1	0.13%	Reduced
702	FI Fractal Investments Glastonbury, Connecticut	$942K	$0	1	0.17%	Maintained
703	CC Cipher Capital New York	$934K	+$643K	1	0.43%	Increased
704	Tokio Marine Asset Management Tokyo, Japan	$931K	+$381K	1	0.05%	Increased
705	SCA Snowden Capital Advisors New York	$924K	-$24.2K	2	0.03%	Reduced
706	Crestwood Advisors Group Boston, Massachusetts	$910K	+$1.29K	1	0.02%	Increased
707	Empirical Finance Havertown, Pennsylvania	$908K	+$27.4K	1	0.06%	Increased
708	Dynamic Advisor Solutions Phoenix, Arizona	$905K	-$5.31K	2	0.03%	Reduced
709	TA Teton Advisors Rye, New York	$904K	-$5.76M	1	0.32%	Reduced
710	First Horizon Advisors Memphis, Tennessee	$897K	-$198K	4	0.03%	Reduced
711	CCC Chesapeake Capital Corp Tampa, Florida	$894K	-$205K	1	0.67%	Reduced
712	CPC Congress Park Capital Saratoga Springs, New York	$890K	-$12.1K	1	0.39%	Reduced
713	CX Institutional Auburn, Indiana	$887K	+$12.1K	1	0.04%	Increased
714	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$886K	$0	1	0.11%	Maintained
715	FIM Freedom Investment Management Hartford, Connecticut	$880K	-$273K	1	0.07%	Reduced
716	TCOV Trust Company of Vermont Brattleboro, Vermont	$879K	-$7.08K	2	0.05%	Reduced
717	NRS Neville Rodie & Shaw New York	$874K	$0	1	0.07%	Maintained
718	BWP BSW Wealth Partners Boulder, Colorado	$874K	+$9.5K	1	0.15%	Increased
719	TD Waterhouse Canada Toronto, Ontario, Canada	$873K	+$31.1K	2	0.01%	Increased
720	C Certuity North Palm Beach, Florida	$871K	-$5.64K	1	0.08%	Reduced
721	PG Patten Group Chattanooga, Tennessee	$868K	-$17.9K	1	0.21%	Reduced
722	Vestcor Inc Fredericton, New Brunswick, Canada	$865K	-$229K	2	0.03%	Reduced
723	Capital International Sarl Los Angeles, California	$865K	$0	1	0.03%	Maintained
724	Norinchukin Bank Tokyo, Japan	$861K	-$10.8K	1	0.03%	Reduced
725	Avior Wealth Management Omaha, Nebraska	$861K	+$157K	4	0.04%	Increased