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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.4M -$264K 1 0.04% Reduced
227
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.3M -$795K 3 0.14% Reduced
228
Congress Wealth Management
Congress Wealth Management
Massachusetts
$11.3M +$10.8M 1 0.23% Increased
229
William Blair & Company
William Blair & Company
Illinois
$11M +$170K 2 0.04% Increased
230
Swedbank
Swedbank
Sweden
$10.9M $0 1 0.02% Maintained
231
SAM
Scopus Asset Management
New York
$10.9M +$9.71M 1 0.31% Increased
232
MAM
Meeder Asset Management
Ohio
$10.8M -$2.72M 1 0.85% Reduced
233
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.7M +$660K 4 0.05% Increased
234
PGGM Investments
PGGM Investments
Netherlands
$10.5M -$96.4K 1 0.18% Reduced
235
ZCM
Ziegler Capital Management
Illinois
$10.5M +$9.66M 1 0.42% New
236
Baird Financial Group
Baird Financial Group
Wisconsin
$10.5M +$595K 3 0.03% Increased
237
NPPM
North Point Portfolio Managers
Ohio
$10.4M -$44.2K 1 2.12% Reduced
238
Empowered Funds
Empowered Funds
Pennsylvania
$10.4M +$1.74M 3 0.31% Increased
239
TA
Teton Advisors
New York
$10.3M -$608K 1 3.19% Reduced
240
Kennedy Capital Management
Kennedy Capital Management
Missouri
$10.2M -$3.86M 1 0.25% Reduced
241
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.2M +$1.48M 3 0.04% Increased
242
GIPM
G2 Investment Partners Management
New York
$10.1M +$9.24M 1 2.46% New
243
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$9.91M +$310K 1 0.09% Increased
244
Gotham Asset Management
Gotham Asset Management
New York
$9.84M -$1.37M 4 0.2% Reduced
245
First Eagle Investment Management
First Eagle Investment Management
New York
$9.7M -$1.37M 2 0.03% Reduced
246
Holocene Advisors
Holocene Advisors
New York
$9.66M +$8.24M 1 0.04% Increased
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.59M +$64.5K 4 0.08% Increased
248
SCM
SG Capital Management
Illinois
$9.55M +$8.19M 1 3.56% Increased
249
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.48M -$2.05M 1 0.02% Reduced
250
JLBC
J.L. Bainbridge & Co
Florida
$9.46M +$9.63M 1 1.27% New