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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
Wells Fargo
Wells Fargo
California
$122M -$3.12M 3 0.05% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$120M -$2.52M 3 0.08% Reduced
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$113M +$7.35M 3 0.08% Increased
29
Invesco
Invesco
Georgia
$113M -$9.46M 3 0.04% Reduced
30
BlackRock Group
BlackRock Group
United Kingdom
$112M +$2.24M 3 0.06% Increased
31
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$110M +$304K 3 0.02% Increased
32
VVP
Vulcan Value Partners
Alabama
$105M -$30.6M 1 1.55% Reduced
33
APG Asset Management
APG Asset Management
Netherlands
$102M +$6.2M 2 0.22% Increased
34
CM
CS McKee
Pennsylvania
$101M -$2.87M 1 2.15% Reduced
35
IC
Inverness Counsel
New York
$92.9M -$6.41M 1 7.25% Reduced
36
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$92.5M +$12.1M 1 0.12% Increased
37
Tocqueville Asset Management
Tocqueville Asset Management
New York
$86M -$4.77M 3 0.84% Reduced
38
Panagora Asset Management
Panagora Asset Management
Massachusetts
$85.9M +$5.06M 3 0.42% Increased
39
BlackRock Investment Management
BlackRock Investment Management
Delaware
$83.6M -$252K 3 0.11% Reduced
40
CI Investments Inc
CI Investments Inc
Ontario, Canada
$76.8M +$73.1M 1 0.76% New
41
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$72.5M $0 1 4.87% Maintained
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$64.9M +$45.8M 1 0.18% Increased
43
USSCPF
United States Steel & Carnegie Pension Fund
New York
$63.6M $0 1 1.41% Maintained
44
Legal & General Group
Legal & General Group
United Kingdom
$63.3M -$2.16M 1 0.07% Reduced
45
Winton Group
Winton Group
United Kingdom
$61.6M +$58.6M 1 0.42% New
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$60.2M +$4.65M 3 0.04% Increased
47
CIP
Champlain Investment Partners
Vermont
$58.6M +$1.15M 1 0.96% Increased
48
American Century Companies
American Century Companies
Missouri
$57.7M -$2.74M 2 0.07% Reduced
49
Frontier Capital Management
Frontier Capital Management
Massachusetts
$57.7M -$57.4K 1 0.42% Reduced
50
Royce & Associates
Royce & Associates
New York
$57.2M -$1.81M 2 0.17% Reduced
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