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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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$10.6M -$1.13M 1 0.05% Reduced
227
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.5M +$582K 2 0.06% Increased
228
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$10.5M +$4.46M 2 0.08% Increased
229
Korea Investment Corp
Korea Investment Corp
South Korea
$10.5M +$4.19M 1 0.03% Increased
230
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$10.4M +$1.03M 2 0.12% Increased
231
Royal London Asset Management
Royal London Asset Management
United Kingdom
$10.4M $0 1 0.04% Maintained
232
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.4M +$417K 1 0.06% Increased
233
ARMC
American Research & Management Company
Massachusetts
$10.2M -$169K 1 2.21% Reduced
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$10.1M -$178K 4 0.08% Reduced
235
Första AP-fonden
Första AP-fonden
Sweden
$10M +$2.78M 1 0.1% Increased
236
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.93M +$533K 1 0.1% Increased
237
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.87M -$230K 4 0.08% Reduced
238
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.78M -$28K 1 0.23% Reduced
239
NIG
NFJ Investment Group
Texas
$9.78M -$1.08M 1 0.18% Reduced
240
Cerity Partners
Cerity Partners
New York
$9.74M +$532K 1 0.15% Increased
241
Busey Bank
Busey Bank
Illinois
$9.73M -$282K 1 0.37% Reduced
242
Andra AP-fonden
Andra AP-fonden
Sweden
$9.57M -$2.73M 1 0.19% Reduced
243
MPA
Marvin & Palmer Associates
Delaware
$9.53M -$1.42M 1 4.08% Reduced
244
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.5M -$19.9K 1 0.08% Reduced
245
Waverton Investment Management
Waverton Investment Management
United Kingdom
$9.44M +$8.82M 1 0.3% New
246
Guggenheim Capital
Guggenheim Capital
Illinois
$9.39M -$2.01M 2 0.05% Reduced
247
EULAV Asset Management
EULAV Asset Management
Florida
$9.36M $0 1 0.24% Maintained
248
TCW Group
TCW Group
California
$9.26M +$2.16M 1 0.08% Increased
249
Burney Company
Burney Company
Virginia
$9.23M +$900K 2 0.4% Increased
250
Harris Associates
Harris Associates
Illinois
$9.02M -$87.7K 1 0.01% Reduced