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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
$12.7M +$609K 1 0.09% Increased
277
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$12.6M -$1.63M 2 0.03% Reduced
278
Kestra Advisory Services
Kestra Advisory Services
Texas
$12.5M +$1.57M 2 0.06% Increased
279
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M -$540K 2 0.05% Reduced
280
NPPM
North Point Portfolio Managers
Ohio
$12.4M -$214K 1 2.12% Reduced
281
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$12.4M -$649K 3 0.06% Reduced
282
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$12.4M -$1.65M 1 0.16% Reduced
283
Boothbay Fund Management
Boothbay Fund Management
New York
$12.1M -$4.48M 2 0.24% Reduced
284
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$11.9M +$1.43M 4 0.02% Increased
285
LCM
LVM Capital Management
Michigan
$11.6M +$1.72K 1 1.2% Increased
286
HWM
HFR Wealth Management
New York
$11.6M +$137K 1 2.8% Increased
287
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$11.5M +$1.55M 2 0.44% Increased
288
Needham Investment Management
Needham Investment Management
New York
$11.5M $0 1 0.92% Maintained
289
Eisler Capital Management
Eisler Capital Management
United Kingdom
$11.4M -$9.77M 1 0.07% Reduced
290
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$11.4M +$495K 5 0.11% Increased
291
CP
CenterBook Partners
Connecticut
$11.4M +$5.77M 2 0.63% Increased
292
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.2M -$261K 1 0.08% Reduced
293
Algert Global
Algert Global
California
$11M +$7.13M 2 0.23% Increased
294
Tocqueville Asset Management
Tocqueville Asset Management
New York
$11M -$923K 2 0.17% Reduced
295
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$10.9M +$38.5K 3 0.06% Increased
296
Resona Asset Management
Resona Asset Management
Japan
$10.8M +$795K 1 0.05% Increased
297
Hantz Financial Services
Hantz Financial Services
Michigan
$10.6M -$918K 3 0.17% Reduced
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.5M +$676K 3 0.06% Increased
299
Temasek Holdings
Temasek Holdings
Singapore
$10.5M -$16.8M 1 0.04% Reduced
300
Granahan Investment Management
Granahan Investment Management
Massachusetts
$10.5M -$11.2M 1 0.43% Reduced