液冷散熱

液冷以液體取代空氣，帶走高密度加速器機櫃中空冷系統已無法處理的熱量。液冷已從小眾技術，轉變為新增 AI 運算容量的必要條件。

9檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1301	BTG Pactual Asset Management US New York	US$33.4萬	+US$30.7萬	1	0.02%	新
1302	B. Riley Wealth Advisors Boca Raton, Florida	US$33.4萬	-US$4.51萬	1	0.02%	減碼
1303	NICM Neo Ivy Capital Management New York	US$33.4萬	-US$23萬	1	0.08%	減碼
1304	McAdam LLC Philadelphia, Pennsylvania	US$33.3萬	+US$30.6萬	1	0.01%	新
1305	SPW Signet Private Wealth Chicago, Illinois	US$33.3萬	-US$18.6萬	1	0.27%	減碼
1306	Ostrum Asset Management Paris, France	US$33.2萬	+US$14.7萬	1	0.02%	增持
1307	VWM Vermillion Wealth Management Rosemount, Minnesota	US$32.9萬	+US$29.8萬	1	0.08%	增持
1308	MM MQS Management New York	US$32.9萬	+US$31.9萬	1	0.4%	新
1309	VF Vista Finance Clayton, Missouri	US$32.7萬	-US$1.63萬	1	0.18%	減碼
1310	OFI Invest Asset Management Paris, France	US$32.5萬	+US$36.1萬	1	0%	新
1311	CPW Cove Private Wealth Oyster Bay Cove, New York	US$32.5萬	+US$31.6萬	1	0.06%	新
1312	Goelzer Investment Management Carmel, Indiana	US$32.5萬	-US$17.3萬	1	0.01%	減碼
1313	Fiduciary Financial Group San Rafael, California	US$32.4萬	+US$29.7萬	1	0.04%	新
1314	PFA Pension Forsikringsaktieselskab Copenhagen,	US$32萬	-US$2703萬	1	0%	減碼
1315	RA RiverPark Advisors New York	US$31.8萬	-US$2.02萬	2	0.15%	減碼
1316	Foundations Investment Advisors Phoenix, Arizona	US$31.8萬	+US$29.2萬	1	0%	新
1317	JF JMN Financial New Albany, Ohio	US$31.8萬	-US$5.75萬	1	0.25%	減碼
1318	Bell Bank Fargo, North Dakota	US$31.5萬	+US$36.6萬	1	0.01%	新
1319	Premier Path Wealth Partners Madison, New Jersey	US$31.4萬	-US$2,179	1	0.04%	減碼
1320	Forvis Mazars Wealth Advisors Springfield, Missouri	US$31.3萬	+US$30.4萬	1	0.01%	新
1321	BWM Braeburn Wealth Management Muskegon, Michigan	US$31.3萬	+US$28.7萬	1	0.13%	新
1322	DWM Drive Wealth Management Lehi, Utah	US$30.8萬	+US$8.45萬	1	0.06%	增持
1323	NI Natural Investments Windsor, California	US$30.7萬	-US$147萬	1	0.07%	減碼
1324	Cambria Investment Management Manhattan Beach, California	US$30.5萬	+US$29.7萬	1	0.02%	新
1325	AMG National Trust Bank Greenwood Village, Colorado	US$30.5萬	US$0	1	0.01%	維持不變