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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
251
Man Group
Man Group
United Kingdom
$30.2M -$57.9M 2 0.05% Reduced
252
NIP
Nicholas Investment Partners
California
$29.7M +$1.35M 1 1.67% Increased
253
RAM
Rempart Asset Management
Canada
$29.5M -$6.33M 1 6.04% Reduced
254
Longaeva Partners
Longaeva Partners
Illinois
$29.5M +$5.22M 1 0.64% Increased
255
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.4M +$8.01M 1 0.13% Increased
256
MetLife Investment Management
MetLife Investment Management
New Jersey
$29.1M -$3.91M 6 0.13% Reduced
257
Danske Bank
Danske Bank
Denmark
$29M +$4.6M 3 0.06% Increased
258
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$28.7M +$15M 2 0.29% Increased
259
Westwood Holdings Group
Westwood Holdings Group
Texas
$28.7M -$17.5M 3 0.22% Reduced
260
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$28.7M +$11.4M 1 1.14% Increased
261
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$28.6M +$2.25M 3 0.09% Increased
262
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$28.5M +$287K 4 0.09% Increased
263
Lido Advisors
Lido Advisors
California
$28.3M -$2.83M 3 0.08% Reduced
264
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$28.1M +$162K 4 0.07% Increased
265
Trexquant Investment
Trexquant Investment
Connecticut
$27.9M +$18.7M 2 0.16% Increased
266
HC
Henshaw Capital
Massachusetts
$27.8M $0 1 0.91% Maintained
267
RBF Capital
RBF Capital
California
$27.7M $0 2 1.15% Maintained
268
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$27.4M +$17.3M 3 0.24% Increased
269
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.3M +$3.32M 6 0.21% Increased
270
LCM
LVM Capital Management
Michigan
$27.1M -$601K 1 2.27% Reduced
271
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27M +$12.7M 2 0.04% Increased
272
Canada Life
Canada Life
Manitoba, Canada
$27M -$1.71M 3 0.04% Reduced
273
XTX Topco
XTX Topco
Cayman Islands
$26.9M +$21.9M 4 0.35% Increased
274
Pathstone Holdings
Pathstone Holdings
New Jersey
$26.6M +$7.38M 4 0.08% Increased
275
Riverbridge Partners
Riverbridge Partners
Minnesota
$26.5M -$11M 1 0.74% Reduced