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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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.9M +$817K 2 0.08% Increased
277
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$15.8M +$19.1M 1 0.35% New
278
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$15.5M $0 1 0.27% Maintained
279
NS
Night Squared
New York
$15.4M +$9.18M 2 4.34% Increased
280
Trillium Asset Management
Trillium Asset Management
Massachusetts
$15.4M -$9.03M 1 0.47% Reduced
281
Busey Bank
Busey Bank
Illinois
$15.3M -$5.75M 1 0.4% Reduced
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.3M -$1.16M 4 0.08% Reduced
283
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.1M -$855K 6 0.13% Reduced
284
Amalgamated Bank
Amalgamated Bank
New York
$15M -$458K 6 0.11% Reduced
285
Asset Management One
Asset Management One
Japan
$14.9M +$3.06M 2 0.04% Increased
286
SFM
Stack Financial Management
Montana
$14.9M -$599K 1 1.14% Reduced
287
PCM
Penn Capital Management
Pennsylvania
$14.7M +$814K 1 1.18% Increased
288
Acadian Asset Management
Acadian Asset Management
Massachusetts
$14.5M -$19.5M 3 0.02% Reduced
289
SM
Senvest Management
New York
$14.5M +$11.4M 1 0.45% Increased
290
Credit Agricole
Credit Agricole
France
$14.2M -$13.3M 3 0.03% Reduced
291
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.2M +$1.13M 4 0.02% Increased
292
Kestra Advisory Services
Kestra Advisory Services
Texas
$14.1M +$750K 4 0.06% Increased
293
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.1M -$81.8K 1 0.04% Reduced
294
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$14.1M +$9.45M 3 0.04% Increased
295
RBF Capital
RBF Capital
California
$14M $0 2 0.62% Maintained
296
Swiss Life Asset Management
Swiss Life Asset Management
$13.8M +$1.16M 4 0.07% Increased
297
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$13.8M +$4.93M 2 0.22% Increased
298
National Bank of Canada
National Bank of Canada
Quebec, Canada
$13.4M -$4.4M 2 0.01% Reduced
299
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M +$62.6K 4 0.1% Increased
300
TAM
Telemark Asset Management
Massachusetts
$13.4M +$14.9M 1 1.33% New