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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
AIA
Allied Investment Advisors
Montana
$17.9M +$11.2M 1 3.13% Increased
227
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$17.8M +$506K 4 0.08% Increased
228
Congress Wealth Management
Congress Wealth Management
Massachusetts
$17.7M -$582K 3 0.17% Reduced
229
KB
Kimelman & Baird
New York
$17.6M $0 1 1.43% Maintained
230
Engineers Gate Manager
Engineers Gate Manager
New York
$17.5M -$5.46M 3 0.22% Reduced
231
ROC
Running Oak Capital
Minnesota
$17.5M -$1.89M 1 1.95% Reduced
232
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.5M -$259K 1 0.47% Reduced
233
UBS O'Connor
UBS O'Connor
Illinois
$17.1M +$15.5M 2 0.46% New
234
Modera Wealth Management
Modera Wealth Management
New Jersey
$16.9M -$98.5K 1 0.21% Reduced
235
CCC
Cincinnati Casualty Company
Ohio
$16.5M $0 1 8.73% Maintained
236
Guggenheim Capital
Guggenheim Capital
Illinois
$16.5M -$2.49M 2 0.13% Reduced
237
Fred Alger Management
Fred Alger Management
New York
$16.4M -$1.96M 1 0.07% Reduced
238
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16.4M -$5.7M 3 0.06% Reduced
239
GPGA
Grandeur Peak Global Advisors
Utah
$16.4M -$11.2M 2 1.97% Reduced
240
DFCM
Dark Forest Capital Management
Puerto Rico
$16.2M +$3.9M 4 0.65% Increased
241
Lido Advisors
Lido Advisors
California
$16.2M +$2.03M 2 0.06% Increased
242
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$16M -$230K 3 0.47% Reduced
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$16M -$3.35M 3 0.09% Reduced
244
Wedge Capital Management
Wedge Capital Management
North Carolina
$15.8M +$106K 1 0.28% Increased
245
Korea Investment Corp
Korea Investment Corp
South Korea
$15.7M -$410K 1 0.04% Reduced
246
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.7M -$248K 4 0.06% Reduced
247
KBC Group
KBC Group
Belgium
$15.7M -$443K 4 0.04% Reduced
248
Yousif Capital Management
Yousif Capital Management
Michigan
$15.6M -$192K 3 0.17% Reduced
249
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.5M +$141K 2 0.08% Increased
250
EULAV Asset Management
EULAV Asset Management
Florida
$15.4M $0 1 0.36% Maintained