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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	WC Wynn Capital Augusta, Georgia	$341K	$0	1	0.25%	Maintained
1002	Smartleaf Asset Management Boston, Massachusetts	$340K	+$116K	4	0.06%	Increased
1003	Ballentine Partners Waltham, Massachusetts	$340K	+$24.4K	1	0.01%	Increased
1004	LC Lindbrook Capital Calabasas, California	$338K	+$23.1K	4	0.03%	Increased
1005	Los Angeles Capital Management Los Angeles, California	$337K	-$3.25M	1	0%	Reduced
1006	Bailard Foster City, California	$336K	$0	1	0.01%	Maintained
1007	Eagle Global Advisors Houston, Texas	$333K	$0	1	0.02%	Maintained
1008	SC Steph & Co Marinette, Wisconsin	$332K	$0	1	0.11%	Maintained
1009	IF Insight Folios Charlotte, North Carolina	$330K	-$8.95K	1	0.14%	Reduced
1010	Prudential plc London, England, United Kingdom	$329K	$0	1	0%	Maintained
1011	Harbour Investments Madison, Wisconsin	$329K	-$163K	4	0.01%	Reduced
1012	HT Headlands Technologies Chicago, Illinois	$328K	+$320K	2	0.03%	New
1013	GCM Greenland Capital Management New York	$325K	+$312K	1	0.05%	New
1014	LIM Letson Investment Management Atlanta, Georgia	$325K	$0	1	0.14%	Maintained
1015	EM Excalibur Management Waltham, Massachusetts	$322K	-$4.48K	1	0.13%	Reduced
1016	LIM Leavell Investment Management Mobile, Alabama	$322K	$0	1	0.02%	Maintained
1017	SPA Sherbrooke Park Advisers White Plains, New York	$322K	+$113K	1	0.06%	Increased
1018	WH Whitcomb & Hess Ashland, Ohio	$321K	$0	1	0.1%	Maintained
1019	Alpha Cubed Investments Irvine, California	$321K	-$7.91K	1	0.02%	Reduced
1020	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$320K	$0	1	0.11%	Maintained
1021	CGL Clarius Group LLC Seattle, Washington	$318K	-$12.9K	1	0.02%	Reduced
1022	IFG Advisory Atlanta, Georgia	$318K	+$315K	1	0.02%	New
1023	PIM Penobscot Investment Management Boston, Massachusetts	$317K	-$8.95K	1	0.03%	Reduced
1024	MKC M. Kraus & Co Shelburne, Vermont	$316K	$0	1	0.1%	Maintained
1025	LA Lindenwold Advisors Reading, Pennsylvania	$315K	-$67.7K	1	0.17%	Reduced