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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
26
UBS Group
UBS Group
Switzerland
$558M -$264M 8 0.07% Reduced
27
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$515M +$409M 2 0.34% Increased
28
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$493M -$1.4M 6 0.11% Reduced
29
Pictet Asset Management
Pictet Asset Management
Switzerland
$478M +$11.9M 4 0.46% Increased
30
Neuberger Berman Group
Neuberger Berman Group
New York
$468M +$7.38M 4 0.31% Increased
31
Citadel Advisors
Citadel Advisors
Florida
$427M +$21.7M 4 0.05% Increased
32
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$415M +$117M 2 1.13% Increased
33
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$404M -$163M 2 0.13% Reduced
34
Amundi
Amundi
France
$402M -$62.2M 4 0.1% Reduced
35
Capital Research Global Investors
Capital Research Global Investors
California
$396M -$59.5M 1 0.06% Reduced
36
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$388M -$527K 1 10.56% Reduced
37
Ameriprise
Ameriprise
Minnesota
$362M -$39.5M 4 0.07% Reduced
38
Fisher Asset Management
Fisher Asset Management
Washington
$356M -$2M 1 0.11% Reduced
39
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$348M -$2.12M 1 3.19% Reduced
40
Artisan Partners
Artisan Partners
Wisconsin
$342M +$6.4M 2 0.54% Increased
41
Congress Asset Management
Congress Asset Management
Massachusetts
$335M -$27.1M 2 2.06% Reduced
42
Capital World Investors
Capital World Investors
California
$320M -$14.2M 2 0.04% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$313M -$36.7M 5 0.09% Reduced
44
UBS AM
UBS AM
Illinois
$310M -$129M 4 0.06% Reduced
45
Principal Financial Group
Principal Financial Group
Iowa
$302M -$85.3M 4 0.15% Reduced
46
Raymond James Financial
Raymond James Financial
Florida
$299M +$47.2M 5 0.08% Increased
47
Wasatch Advisors
Wasatch Advisors
Utah
$297M +$8.24M 1 1.94% Increased
48
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$289M +$155M 4 0.27% Increased
49
Legal & General Group
Legal & General Group
United Kingdom
$279M +$3.49M 6 0.06% Increased
50
Adage Capital Partners
Adage Capital Partners
Massachusetts
$275M +$110M 1 0.39% Increased