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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
ACM
Arosa Capital Management
Florida
$9.44M -$6.71M 1 2.93% Reduced
252
WCM Investment Management
WCM Investment Management
California
$9.35M +$8.48M 1 0.03% New
253
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$9.29M $0 1 0.09% Maintained
254
PA
Pantechnicon Advisors
United Kingdom
$9.21M -$4.33M 1 3.98% Reduced
255
TC
TownSquare Capital
Utah
$9.09M +$2.31M 2 0.17% Increased
256
BPIM
Brant Point Investment Management
New York
$9.08M -$843K 2 0.85% Reduced
257
Korea Investment Corp
Korea Investment Corp
South Korea
$8.96M -$6.36M 1 0.03% Reduced
258
EIP
Easterly Investment Partners
Massachusetts
$8.89M -$6.77M 2 0.98% Reduced
259
Merewether Investment Management
Merewether Investment Management
Texas
$8.86M +$9.02M 1 0.54% New
260
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$8.84M +$8.1M 1 0.38% New
261
Cresset Asset Management
Cresset Asset Management
Illinois
$8.54M +$360K 3 0.03% Increased
262
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$8.38M -$139K 3 0.11% Reduced
263
GC
Globeflex Capital
California
$8.34M +$109K 2 0.98% Increased
264
HWM
HFR Wealth Management
New York
$8.3M -$171K 1 2.43% Reduced
265
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.28M -$4.69M 1 0.2% Reduced
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.28M -$3.71M 3 0.07% Reduced
267
KCM
Kingdon Capital Management
New York
$8.21M +$8.36M 1 0.95% New
268
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.13M $0 1 0.03% Maintained
269
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.09M +$621K 1 0.11% Increased
270
PP
PDT Partners
New York
$8.09M +$2.93M 2 1.02% Increased
271
Kestra Advisory Services
Kestra Advisory Services
Texas
$7.99M +$770K 2 0.08% Increased
272
TD Asset Management
TD Asset Management
Ontario, Canada
$7.95M -$1.06M 1 0.01% Reduced
273
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$7.92M +$798K 2 0.2% Increased
274
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$7.79M -$1.62M 2 0.51% Reduced
275
Guggenheim Capital
Guggenheim Capital
Illinois
$7.62M -$2.53M 3 0.07% Reduced
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