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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
BlackRock Group
BlackRock Group
United Kingdom
$99.3M +$494K 3 0.06% Increased
27
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$98.9M +$8.39M 3 0.07% Increased
28
Norges Bank
Norges Bank
Norway
$95.6M -$105M 3 0.05% Reduced
29
APG Asset Management
APG Asset Management
Netherlands
$94.8M +$4.84M 2 0.19% Increased
30
Invesco
Invesco
Georgia
$89.9M -$6.28M 3 0.04% Reduced
31
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$87.5M +$1.35M 3 0.02% Increased
32
VFA
Virtus Fund Advisers
Connecticut
$85.2M +$65.5M 1 0.65% Increased
33
CM
CS McKee
Pennsylvania
$83.7M -$6.45M 1 1.92% Reduced
34
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.7M +$1.06M 1 0.11% Increased
35
Panagora Asset Management
Panagora Asset Management
Massachusetts
$79M +$4.13M 3 0.38% Increased
36
CI Investments Inc
CI Investments Inc
Ontario, Canada
$76.1M +$8.94M 1 0.79% Increased
37
Tocqueville Asset Management
Tocqueville Asset Management
New York
$75.8M -$68.1K 2 0.84% Reduced
38
IC
Inverness Counsel
New York
$74.4M -$8.23M 1 5.96% Reduced
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$73.7M +$17.8M 1 0.2% Increased
40
BlackRock Investment Management
BlackRock Investment Management
Delaware
$70.6M -$2.7M 3 0.1% Reduced
41
VVP
Vulcan Value Partners
Alabama
$65.8M -$27.5M 1 0.94% Reduced
42
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$64M $0 1 4.2% Maintained
43
CRM
Cramer Rosenthal McGlynn
Connecticut
$61.4M -$54M 1 0.61% Reduced
44
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$56.5M +$4.68M 3 0.04% Increased
45
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.2M $0 1 1.28% Maintained
46
Winton Group
Winton Group
United Kingdom
$55.1M +$758K 1 0.39% Increased
47
Legal & General Group
Legal & General Group
United Kingdom
$54.4M -$1.72M 3 0.07% Reduced
48
Gotham Asset Management
Gotham Asset Management
New York
$52.2M +$26.7M 3 0.52% Increased
49
CIP
Champlain Investment Partners
Vermont
$51.4M -$414K 1 0.89% Reduced
50
Adage Capital Partners
Adage Capital Partners
Massachusetts
$51.2M +$55.5M 1 0.13% New
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