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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
CRM
Cramer Rosenthal McGlynn
Connecticut
$110M -$73.6M 1 0.84% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$110M -$21.6M 3 0.07% Reduced
28
Norges Bank
Norges Bank
Norway
$101M -$20.5M 3 0.06% Reduced
29
BlackRock Group
BlackRock Group
United Kingdom
$98.5M -$16.4M 3 0.06% Reduced
30
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$96.5M +$3.1M 3 0.02% Increased
31
CM
CS McKee
Pennsylvania
$94M -$32M 1 2.02% Reduced
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$93.2M -$5.54M 3 0.07% Reduced
33
IC
Inverness Counsel
New York
$89.5M -$17.1M 1 7.12% Reduced
34
APG Asset Management
APG Asset Management
Netherlands
$86.3M -$16.4M 2 0.23% Reduced
35
Tocqueville Asset Management
Tocqueville Asset Management
New York
$81.8M -$15.6M 3 1.08% Reduced
36
BlackRock Investment Management
BlackRock Investment Management
Delaware
$75.2M -$14.5M 3 0.11% Reduced
37
Panagora Asset Management
Panagora Asset Management
Massachusetts
$72.3M -$9.77M 3 0.34% Reduced
38
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.8M -$10.7M 1 0.08% Reduced
39
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$65.1M -$12.6M 1 4.73% Reduced
40
Adage Capital Partners
Adage Capital Partners
Massachusetts
$60.7M +$57.2M 1 0.17% New
41
Legal & General Group
Legal & General Group
United Kingdom
$59M -$13.5M 1 0.07% Reduced
42
Calamos Advisors
Calamos Advisors
Illinois
$58.7M -$99.4M 1 0.38% Reduced
43
Eagle Asset Management
Eagle Asset Management
Florida
$58.5M +$6.98M 1 0.32% Increased
44
USSCPF
United States Steel & Carnegie Pension Fund
New York
$57.1M -$318K 1 1.28% Reduced
45
Goldman Sachs
Goldman Sachs
New York
$56.5M -$15.5M 3 0.02% Reduced
46
American Century Companies
American Century Companies
Missouri
$54.5M -$22.5M 2 0.06% Reduced
47
Nordea Investment Management
Nordea Investment Management
Sweden
$54.2M +$5.87M 1 0.25% Increased
48
Frontier Capital Management
Frontier Capital Management
Massachusetts
$53.8M +$2.57M 1 0.39% Increased
49
Victory Capital Management
Victory Capital Management
Texas
$52M -$1.52M 2 0.35% Reduced
50
CIP
Champlain Investment Partners
Vermont
$51.6M +$3.14M 1 0.89% Increased
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