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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
226
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.9M -$31.8M 3 0.02% Reduced
227
Needham Investment Management
Needham Investment Management
New York
$36.4M +$923K 2 1.09% Increased
228
Jones Financial Companies
Jones Financial Companies
Missouri
$35.6M +$4.43M 4 0.01% Increased
229
AE Wealth Management
AE Wealth Management
Kansas
$35.1M -$1.85M 3 0.16% Reduced
230
1SP
140 Summer Partners
New York
$35.1M +$32.3M 1 2.51% New
231
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.1M -$15.6M 2 0.08% Reduced
232
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35M -$27.6M 1 1.23% Reduced
233
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35M -$1.59M 4 0.1% Reduced
234
KBC Group
KBC Group
Belgium
$33.6M -$5.4M 4 0.07% Reduced
235
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$33.3M -$2.14M 3 0.09% Reduced
236
Mariner
Mariner
Kansas
$33.2M -$298K 4 0.04% Reduced
237
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$33M +$31M 1 0.77% Increased
238
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$32.7M -$2M 4 0.03% Reduced
239
COA
Charter Oak Advisors
New York
$32.5M -$2.11M 1 17.87% Reduced
240
WCM Investment Management
WCM Investment Management
California
$32.2M +$11.9K 1 0.06% Increased
241
Welch & Forbes
Welch & Forbes
Massachusetts
$32M -$120K 1 0.39% Reduced
242
Jain Global
Jain Global
New York
$32M +$209K 3 0.13% Increased
243
NPIC
Neumeier Poma Investment Counsel
California
$31.9M +$1.29M 1 2.18% Increased
244
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$31.8M -$3.87M 2 1.03% Reduced
245
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.4M +$24.4M 2 0.08% Increased
246
Tema ETFs
Tema ETFs
New York
$30.9M +$4.05M 2 1% Increased
247
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30.8M -$13.9M 4 0.06% Reduced
248
Mutual of America Capital Management
Mutual of America Capital Management
New York
$30.7M -$4.75M 4 0.3% Reduced
249
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$30.5M +$21.2M 3 0.23% Increased
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.5M -$22.4M 3 0.04% Reduced