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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
951	YC Yarbrough Capital Franklin, Tennessee	$409K	+$382K	1	0.02%	New
952	JIR James Investment Research Alpha, Ohio	$409K	$0	1	0.05%	Maintained
953	HH Hilltop Holdings Dallas, Texas	$408K	+$92.8K	1	0.05%	Increased
954	BFA Bill Few Associates Pittsburgh, Pennsylvania	$405K	-$317K	1	0.16%	Reduced
955	Citizens Financial Group Providence, Rhode Island	$405K	+$49.6K	1	0.01%	Increased
956	HIC Holderness Investments Company Greensboro, North Carolina	$405K	-$3.94K	1	0.1%	Reduced
957	CG Cynosure Group Salt Lake City, Utah	$404K	+$70.9K	1	0.06%	Increased
958	CGIM Cannon Global Investment Management Davie, Florida	$401K	+$384K	1	1.87%	New
959	Wedmont Private Capital West Chester, Pennsylvania	$400K	+$70.2K	1	0.03%	Increased
960	SC Syon Capital San Francisco, California	$400K	+$4.12K	1	0.04%	Increased
961	PAS Point72 Asia (Singapore) Singapore	$398K	-$833K	1	0.08%	Reduced
962	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$396K	-$92.8K	1	0.04%	Reduced
963	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$395K	$0	1	0.16%	Maintained
964	SCA Stonebridge Capital Advisors St Paul, Minnesota	$392K	+$78	1	0.03%	Increased
965	DI Diligent Investors Redlands, California	$389K	+$179	1	0.1%	Increased
966	Americana Partners Houston, Texas	$383K	+$69.4K	1	0.03%	Increased
967	R.M. Davis Inc Portland, Maine	$383K	$0	1	0.01%	Maintained
968	HWA HHM Wealth Advisors Chattanooga, Tennessee	$383K	+$280K	2	0.06%	Increased
969	PIM Paradice Investment Management Denver, Colorado	$382K	-$57.4K	1	0.07%	Reduced
970	Capital International Sarl Los Angeles, California	$380K	-$508K	1	0.01%	Reduced
971	FFM Fullerton Fund Management Singapore	$380K	$0	1	0.02%	Maintained
972	TL Tradewinds LLC Raleigh, North Carolina	$377K	+$374K	1	0.12%	New
973	CCAL City Center Advisors LLC Troy, Michigan	$376K	$0	1	0.44%	Maintained
974	Blue Trust Inc Alpharetta, Georgia	$375K	+$102K	3	0.01%	Increased
975	ATC Argent Trust Co Nashville, Tennessee	$374K	+$371K	1	0.02%	New