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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.5M -$233K 3 0.05% Reduced
227
William Blair & Company
William Blair & Company
Illinois
$11.5M -$281K 1 0.04% Reduced
228
PGGM Investments
PGGM Investments
Netherlands
$11.3M -$239K 1 0.18% Reduced
229
Cerity Partners
Cerity Partners
New York
$11.2M -$103K 1 0.04% Reduced
230
NPPM
North Point Portfolio Managers
Ohio
$11M -$3.03M 1 2.18% Reduced
231
Gotham Asset Management
Gotham Asset Management
New York
$10.9M +$955K 4 0.24% Increased
232
Kennedy Capital Management
Kennedy Capital Management
Missouri
$10.9M +$613K 2 0.25% Increased
233
Guggenheim Capital
Guggenheim Capital
Illinois
$10.7M +$5.05M 2 0.08% Increased
234
Baird Financial Group
Baird Financial Group
Wisconsin
$10.5M -$500K 3 0.03% Reduced
235
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.4M +$246K 4 0.05% Increased
236
Algert Global
Algert Global
California
$10.3M -$4.32M 3 0.45% Reduced
237
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$10.2M -$1.02M 1 0.08% Reduced
238
Marshall Wace
Marshall Wace
United Kingdom
$10.2M -$37.8M 2 0.02% Reduced
239
Wellington Management Group
Wellington Management Group
Massachusetts
$10M +$199K 2 0% Increased
240
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$9.83M -$615K 1 0.09% Reduced
241
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$9.79M -$12.3M 2 0.36% Reduced
242
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.72M -$393K 4 0.08% Reduced
243
TD Asset Management
TD Asset Management
Ontario, Canada
$9.48M -$224K 2 0.01% Reduced
244
GCM
Greenland Capital Management
New York
$9.31M +$3.96M 2 1.02% Increased
245
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.19M -$82.2K 2 0.06% Reduced
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$8.99M -$768K 3 0.11% Reduced
247
HWM
HFR Wealth Management
New York
$8.96M +$7.15K 1 2.49% Increased
248
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$8.93M -$1.99M 3 0.04% Reduced
249
Cresset Asset Management
Cresset Asset Management
Illinois
$8.6M +$7.92M 3 0.01% Increased
250
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.6M +$379K 1 0.03% Increased