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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
326
APG Asset Management
APG Asset Management
Netherlands
$18.4M +$5.2M 1 0.05% Increased
327
BPIM
Brant Point Investment Management
New York
$18.3M +$92.2K 2 2.26% Increased
328
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$18.3M -$147K 3 0.44% Reduced
329
Defiance ETFs
Defiance ETFs
New York
$18M +$11.8M 1 0.24% Increased
330
Asset Management One
Asset Management One
Japan
$17.8M +$274K 2 0.05% Increased
331
Stephens Inc
Stephens Inc
Arkansas
$17.8M +$16.4M 4 0.2% Increased
332
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17.6M -$2.89M 4 0.12% Reduced
333
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$17.3M $0 1 0.3% Maintained
334
SFM
Stack Financial Management
Montana
$17.3M +$408K 1 1.35% Increased
335
Fidelity International
Fidelity International
Bermuda
$17.1M -$13.2M 2 0.01% Reduced
336
Credit Agricole
Credit Agricole
France
$17M +$6.68M 3 0.03% Increased
337
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$16.9M +$3.21M 4 0.2% Increased
338
Bahl & Gaynor
Bahl & Gaynor
Ohio
$16.6M -$864K 2 0.08% Reduced
339
AssetMark Inc
AssetMark Inc
California
$16.5M -$515K 4 0.03% Reduced
340
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$16.5M +$668K 4 0.04% Increased
341
Oppenheimer & Co
Oppenheimer & Co
New York
$16.3M +$2.22M 3 0.17% Increased
342
TimesSquare Capital Management
TimesSquare Capital Management
New York
$16.3M +$16.1M 1 0.24% New
343
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$16.3M -$1.83M 3 0.09% Reduced
344
CCP
Clough Capital Partners
Massachusetts
$16.2M +$13.8M 1 1.32% Increased
345
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.2M -$355K 3 0.07% Reduced
346
Cresset Asset Management
Cresset Asset Management
Illinois
$15.8M +$1.82M 5 0.06% Increased
347
IP
Interval Partners
New York
$15.7M -$80.6M 1 0.41% Reduced
348
NewEdge Advisors
NewEdge Advisors
Louisiana
$15.4M -$1.03M 5 0.05% Reduced
349
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.3M -$711K 3 0.07% Reduced
350
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.3M +$4.15M 2 0.02% Increased