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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
$11.5M +$12.6M 1 0.03% New
327
XTX Topco
XTX Topco
Cayman Islands
$11.3M +$11.4M 5 0.3% Increased
328
MML Investors Services
MML Investors Services
Massachusetts
$11.2M +$2M 4 0.03% Increased
329
Cresset Asset Management
Cresset Asset Management
Illinois
$11.2M -$36.7K 4 0.05% Reduced
330
LI
Leeward Investments
Massachusetts
$11.2M +$1.89M 1 0.56% Increased
331
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$11.1M +$98.7K 2 0.08% Increased
332
Hantz Financial Services
Hantz Financial Services
Michigan
$10.9M -$1.67M 4 0.16% Reduced
333
BPIM
Brant Point Investment Management
New York
$10.9M -$202K 2 1.32% Reduced
334
Resona Asset Management
Resona Asset Management
Japan
$10.9M -$165K 1 0.05% Reduced
335
Winton Group
Winton Group
United Kingdom
$10.8M +$11M 1 0.37% New
336
NCGI
Next Century Growth Investors
Minnesota
$10.6M +$2.05M 1 0.74% Increased
337
GAM
Griffin Asset Management
New York
$10.6M +$133K 1 1.15% Increased
338
EIP
Easterly Investment Partners
Massachusetts
$10.4M -$103K 2 0.64% Reduced
339
Truist Financial
Truist Financial
North Carolina
$10.4M +$449K 4 0.01% Increased
340
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$10.4M -$5.34M 1 0.06% Reduced
341
Candriam SCA
Candriam SCA
Luxembourg
$10.3M +$521K 1 0.05% Increased
342
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$10.3M -$522K 3 0.06% Reduced
343
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$10.3M +$316K 1 0.06% Increased
344
MGWM
Marks Group Wealth Management
Minnesota
$10.3M -$2.01M 1 0.99% Reduced
345
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.1M -$15.6M 2 0.02% Reduced
346
SCM
SG Capital Management
Illinois
$10M +$3.8M 1 0.96% Increased
347
FSCM
Front Street Capital Management
Montana
$10M -$318K 1 1.42% Reduced
348
Nissay Asset Management
Nissay Asset Management
Japan
$9.96M -$1.06M 1 0.05% Reduced
349
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.76M -$4.86M 1 0.02% Reduced
350
Beck Mack & Oliver
Beck Mack & Oliver
New York
$9.76M -$351K 1 0.18% Reduced