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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
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$13.7M +$16.4M 1 0.08% Increased
252
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$13.6M -$204K 2 0.04% Reduced
253
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$13.5M -$7.56M 1 0.2% Reduced
254
Congress Wealth Management
Congress Wealth Management
Massachusetts
$13.5M -$1.29M 3 0.16% Reduced
255
Hood River Capital Management
Hood River Capital Management
Florida
$13.4M +$16.9M 1 0.23% Increased
256
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$13.3M +$14.7M 3 0.1% New
257
TW
TritonPoint Wealth
Maryland
$13.3M -$132K 1 1.26% Reduced
258
UBV
United Bank (Virginia)
Virginia
$13.2M -$2.27M 1 1.68% Reduced
259
Chevy Chase Trust
Chevy Chase Trust
Maryland
$13.1M -$8.27K 1 0.04% Reduced
260
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13.1M +$1.88M 1 0.03% Increased
261
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.1M -$455K 1 0.93% Reduced
262
Alyeska Investment Group
Alyeska Investment Group
Illinois
$13M -$69.5M 1 0.05% Reduced
263
Cerity Partners
Cerity Partners
New York
$12.9M +$1.01M 2 0.03% Increased
264
KBC Group
KBC Group
Belgium
$12.8M -$831K 4 0.04% Reduced
265
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.8M +$2.39M 3 0.05% Increased
266
Trillium Asset Management
Trillium Asset Management
Massachusetts
$12.7M -$138K 1 0.37% Reduced
267
PGGM Investments
PGGM Investments
Netherlands
$12.7M $0 1 0.17% Maintained
268
HCA
Harbor Capital Advisors
Illinois
$12.6M +$9.05M 2 0.58% Increased
269
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$12.1M -$1.28M 3 0.06% Reduced
270
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12.1M -$140K 4 0.08% Reduced
271
NPPM
North Point Portfolio Managers
Ohio
$12.1M +$55.6K 1 2.12% Increased
272
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12M -$946K 2 0.02% Reduced
273
Squarepoint
Squarepoint
New York
$11.9M +$9.42M 3 0.01% Increased
274
1832 Asset Management
1832 Asset Management
Ontario, Canada
$11.8M -$2.08M 2 0.01% Reduced
275
Beck Mack & Oliver
Beck Mack & Oliver
New York
$11.7M -$6.94M 1 0.23% Reduced