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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
1001	SFO Stenger Family Office Naperville, Illinois	$876K	-$125K	1	0.14%	Reduced
1002	AOI Auto-Owners Insurance Lansing, Michigan	$875K	$0	1	0.02%	Maintained
1003	Bradley Foster & Sargent Hartford, Connecticut	$874K	$0	2	0.01%	Maintained
1004	OWM OneAscent Wealth Management Birmingham, Alabama	$871K	-$88.4K	1	0.26%	Reduced
1005	SCA Stonebridge Capital Advisors St Paul, Minnesota	$869K	$0	1	0.06%	Maintained
1006	AWM Angeles Wealth Management Santa Monica, California	$866K	+$11.6K	2	0.04%	Increased
1007	WIC Wilkins Investment Counsel Boston, Massachusetts	$863K	$0	1	0.12%	Maintained
1008	CPC Congress Park Capital Saratoga Springs, New York	$861K	$0	1	0.23%	Maintained
1009	SL Summitry LLC Foster City, California	$861K	-$123K	1	0.03%	Reduced
1010	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$860K	-$1.73M	3	0.1%	Reduced
1011	Caprock Group Boise, Idaho	$859K	-$15.2K	3	0.02%	Reduced
1012	JC Jacobs & Co San Francisco, California	$853K	+$3.12K	1	0.07%	Increased
1013	Americana Partners Houston, Texas	$848K	+$812K	2	0.02%	New
1014	C Certuity North Palm Beach, Florida	$848K	+$242K	2	0.04%	Increased
1015	OneDigital Investment Advisors Overland Park, Kansas	$846K	-$30.9K	3	0.01%	Reduced
1016	Great Valley Advisor Group Wilmington, Delaware	$836K	+$347K	2	0.01%	Increased
1017	JIR James Investment Research Alpha, Ohio	$833K	$0	1	0.08%	Maintained
1018	VC Veracity Capital Atlanta, Georgia	$830K	+$69.1K	1	0.22%	Increased
1019	CI Corient IA Miami, Florida	$829K	$0	1	0.76%	Maintained
1020	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$822K	+$80.1K	2	0.02%	Increased
1021	Wilmington Savings Fund Society Wilmington, Delaware	$821K	-$172K	2	0.02%	Reduced
1022	SL Sentinus LLC Oak Brook, Illinois	$819K	+$45.6K	2	0.07%	Increased
1023	Benjamin Edwards Inc Clayton, Missouri	$812K	-$81.7K	2	0.01%	Reduced
1024	PFC Phocas Financial Corp Alameda, California	$811K	$0	1	0.11%	Maintained
1025	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$805K	-$1.09K	1	0.01%	Reduced