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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
276
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$11.6M -$1.81M 1 0.1% Reduced
277
Amalgamated Bank
Amalgamated Bank
New York
$11.6M -$209K 4 0.1% Reduced
278
OCM
Osterweis Capital Management
California
$11.4M +$1.51M 2 0.56% Increased
279
Allianz Asset Management
Allianz Asset Management
Germany
$11.4M -$29.4M 2 0.02% Reduced
280
ACP
Albar Capital Partners
United Kingdom
$11.4M +$12.5M 1 5.19% New
281
CIS
Connors Investor Services
Pennsylvania
$11.4M +$2.65M 1 1.13% Increased
282
GW&K Investment Management
GW&K Investment Management
Massachusetts
$11.4M +$322K 3 0.11% Increased
283
TC
TownSquare Capital
Utah
$11.3M -$2.19M 3 0.12% Reduced
284
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11M -$691K 1 0.08% Reduced
285
HWM
HFR Wealth Management
New York
$11M -$27.7K 1 2.67% Reduced
286
Busey Bank
Busey Bank
Illinois
$10.9M +$112K 1 0.37% Increased
287
Voloridge Investment Management
Voloridge Investment Management
Florida
$10.9M +$13.7M 2 0.04% New
288
AssetMark Inc
AssetMark Inc
California
$10.8M +$507K 4 0.03% Increased
289
DFCM
Dark Forest Capital Management
Puerto Rico
$10.8M +$7.2M 3 0.49% Increased
290
Nomura Holdings
Nomura Holdings
Japan
$10.3M +$7.51M 2 0.02% Increased
291
Kestra Advisory Services
Kestra Advisory Services
Texas
$10.3M -$182K 2 0.05% Reduced
292
Lido Advisors
Lido Advisors
California
$10.2M +$1.4M 2 0.05% Increased
293
Cresset Asset Management
Cresset Asset Management
Illinois
$10.1M -$259K 3 0.05% Reduced
294
Asset Management One
Asset Management One
Japan
$10M +$612K 1 0.03% Increased
295
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$9.86M +$35.6K 3 0.06% Increased
296
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.8M -$16.2M 2 0.02% Reduced
297
Capstone Investment Advisors
Capstone Investment Advisors
New York
$9.77M +$12.4M 1 0.03% Increased
298
NCGI
Next Century Growth Investors
Minnesota
$9.72M -$2.59M 1 0.86% Reduced
299
EIP
Easterly Investment Partners
Massachusetts
$9.58M +$4.93M 2 0.8% Increased
300
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$9.57M +$646K 2 0.19% Increased