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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
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$16.1M +$1.2M 2 0.29% Increased
227
SG Americas Securities
SG Americas Securities
New York
$16.1M +$14.8M 4 0.05% Increased
228
Boothbay Fund Management
Boothbay Fund Management
New York
$15.9M +$15.4M 2 0.42% Increased
229
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$15.9M +$509K 4 0.08% Increased
230
CCC
Cincinnati Casualty Company
Ohio
$15.8M $0 1 9.06% Maintained
231
RAM
Rempart Asset Management
Canada
$15.7M -$83.1K 1 3.24% Reduced
232
Danske Bank
Danske Bank
Denmark
$15.7M -$4.92M 4 0.05% Reduced
233
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$221K 3 0.49% Reduced
234
Korea Investment Corp
Korea Investment Corp
South Korea
$15.5M -$1.18M 1 0.04% Reduced
235
WCM Investment Management
WCM Investment Management
California
$15.3M +$13.9M 1 0.04% Increased
236
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.2M -$1.54M 2 0.08% Reduced
237
Wedge Capital Management
Wedge Capital Management
North Carolina
$15M -$700K 1 0.29% Reduced
238
MPIA
Mountain Pacific Investment Advisers
Idaho
$15M +$1.83M 2 1.12% Increased
239
Trexquant Investment
Trexquant Investment
Connecticut
$14.9M +$17.9M 2 0.17% New
240
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$14.7M -$4.42K 1 0.28% Reduced
241
Fred Alger Management
Fred Alger Management
New York
$14.5M -$32.6M 1 0.08% Reduced
242
AOI
Auto-Owners Insurance
Michigan
$14.5M +$35.8M 1 0.38% Increased
243
SFM
Stack Financial Management
Montana
$14.4M -$252K 1 1.2% Reduced
244
Yousif Capital Management
Yousif Capital Management
Michigan
$14.3M -$930K 3 0.17% Reduced
245
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$14.2M +$8.73M 3 0.04% Increased
246
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$14.2M +$14M 4 0.14% Increased
247
ROC
Running Oak Capital
Minnesota
$14.2M +$4.2M 1 1.71% Increased
248
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.1M -$1.02M 4 0.06% Reduced
249
CCS
Concentric Capital Strategies
Connecticut
$13.9M +$2.54M 2 1.3% Increased
250
Mercer Global Advisors
Mercer Global Advisors
Colorado
$13.7M +$7.52K 2 0.03% Increased