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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
1051	Capital International Sarl Los Angeles, California	$264K	$0	1	0.01%	Maintained
1052	BFPW BOK Financial Private Wealth Denver, Colorado	$264K	-$769	1	0.02%	Reduced
1053	PSP Principal Street Partners Memphis, Tennessee	$263K	+$3.73K	1	0.05%	Increased
1054	Perigon Wealth Management San Francisco, California	$263K	+$9.04K	1	0.01%	Increased
1055	JC Jacobs & Co San Francisco, California	$263K	-$32.6K	1	0.03%	Reduced
1056	TD Private Client Wealth New York	$262K	+$89.5K	3	0.01%	Increased
1057	SCG Sonata Capital Group Seattle, Washington	$262K	-$19.2K	1	0.11%	Reduced
1058	FFC Frederick Financial Consultants Frederick, Maryland	$262K	+$6.73K	1	0.19%	Increased
1059	LGT Fund Management Vaduz, Liechtenstein	$261K	+$94.2K	1	0.02%	Increased
1060	HCM Hengehold Capital Management Cincinnati, Ohio	$261K	$0	1	0.02%	Maintained
1061	SMC Smith, Moore & Co Clayton, Missouri	$258K	+$413	1	0.02%	Increased
1062	Bailard Foster City, California	$257K	+$493	1	0.01%	Increased
1063	Callan Family Office Radnor, Pennsylvania	$257K	-$287K	1	0.02%	Reduced
1064	SWM SeaCrest Wealth Management Purchase, New York	$257K	-$36.7K	1	0.03%	Reduced
1065	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$257K	+$695	1	0.07%	Increased
1066	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$255K	$0	1	0.02%	Maintained
1067	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$255K	$0	1	0.03%	Maintained
1068	Winton Group London, United Kingdom	$254K	+$302K	1	0.02%	New
1069	PCS Personal CFO Solutions Chester, New Jersey	$254K	-$7.31K	1	0.05%	Reduced
1070	CWA Clarus Wealth Advisors Peoria, Arizona	$254K	+$294K	1	0.14%	New
1071	Valeo Financial Advisors Carmel, Indiana	$251K	-$3.08K	1	0.01%	Reduced
1072	HCM Howland Capital Management Boston, Massachusetts	$247K	$0	1	0.01%	Maintained
1073	EE EWG Elevate Roseville, California	$246K	-$385	1	0.09%	Reduced
1074	Aristotle Atlantic Partners Sarasota, Florida	$246K	$0	1	0.01%	Maintained
1075	LCM Logan Capital Management Newtown Square, Pennsylvania	$246K	$0	1	0.01%	Maintained