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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
RBF Capital
RBF Capital
California
$14.8M $0 2 0.66% Maintained
277
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.5M -$3.43M 3 0.05% Reduced
278
Wedge Capital Management
Wedge Capital Management
North Carolina
$14.5M +$88.7K 1 0.25% Increased
279
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$14.4M -$136K 3 0.41% Reduced
280
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.4M +$1.45M 5 0.06% Increased
281
Korea Investment Corp
Korea Investment Corp
South Korea
$14.1M -$267K 1 0.03% Reduced
282
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$14.1M +$2.49M 2 0.02% Increased
283
Bahl & Gaynor
Bahl & Gaynor
Ohio
$14M -$1.8M 2 0.07% Reduced
284
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$14M +$12.3M 1 0.29% New
285
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M +$2.44M 4 0.11% Increased
286
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$13.8M +$2.37M 1 0.09% Increased
287
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$13.7M +$7.13M 1 0.4% Increased
288
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13.6M -$197K 1 0.03% Reduced
289
Natixis
Natixis
France
$13.4M +$9.19M 2 0.06% Increased
290
Tocqueville Asset Management
Tocqueville Asset Management
New York
$13.4M -$758K 2 0.19% Reduced
291
SFM
Stack Financial Management
Montana
$13.3M -$115K 1 1.1% Reduced
292
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$13.2M -$718K 1 0.23% Reduced
293
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.8M +$13.8M 1 0.02% New
294
INTECH Investment Management
INTECH Investment Management
Florida
$12.8M +$1.32M 2 0.11% Increased
295
JSP
Jackson Square Partners
California
$12.5M +$7.25M 1 5.05% Increased
296
AssetMark Inc
AssetMark Inc
California
$12.4M +$96.9K 4 0.03% Increased
297
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$12.4M -$514K 2 0.08% Reduced
298
1CP
11 Capital Partners
Connecticut
$12.3M -$421K 1 3.48% Reduced
299
TW
TritonPoint Wealth
Maryland
$12.3M +$3.41K 1 1.05% Increased
300
Chevy Chase Trust
Chevy Chase Trust
Maryland
$12.2M -$436K 1 0.03% Reduced