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 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $90M | +$20.7M | 1 | 0.27% | Increased |
|
| 27 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $86.9M | +$4.82M | 4 | 0.06% | Increased |
|
| 28 |
IC
Inverness Counsel
New York
| $84.2M | +$9.95M | 1 | 6.63% | Increased |
|
| 29 |
Goldman Sachs
New York
| $81.8M | +$5.74M | 3 | 0.02% | Increased |
|
| 30 |
T. Rowe Price Associates
Baltimore,
Maryland
| $81.4M | +$272K | 3 | 0.02% | Increased |
|
| 31 |
Citadel Advisors
Miami,
Florida
| $71.7M | -$73.6M | 3 | 0.07% | Reduced |
|
| 32 |
Beck Mack & Oliver
New York
| $69.6M | -$1.24M | 1 | 2.51% | Reduced |
|
| 33 |
Credit Suisse
Zurich,
Switzerland
| $62.4M | +$8.93M | 3 | 0.06% | Increased |
|
| 34 |
Millennium Management
New York
| $60.7M | +$11.7M | 3 | 0.1% | Increased |
|
| 35 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $59.4M | $0 | 1 | 8.89% | Maintained |
|
| 36 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $58.7M | $0 | 1 | 3.26% | Maintained |
|
| 37 |
Gates Capital Management
New York
| $57M | +$2.58M | 1 | 2.05% | Increased |
|
| 38 |
Frontier Capital Management
Boston,
Massachusetts
| $55.2M | +$1.22M | 1 | 0.44% | Increased |
|
| 39 |
Adage Capital Partners
Boston,
Massachusetts
| $54.9M | +$23.7M | 1 | 0.15% | Increased |
|
| 40 |
Legal & General Group
London,
United Kingdom
| $53.9M | +$1.06M | 3 | 0.05% | Increased |
|
| 41 |
ProShare Advisors
Bethesda,
Maryland
| $52.8M | +$6.48M | 1 | 0.74% | Increased |
|
| 42 |
Victory Capital Management
San Antonio,
Texas
| $52.1M | -$1.43M | 3 | 0.15% | Reduced |
|
| 43 |
Citigroup
New York
| $48.9M | +$26.2M | 3 | 0.05% | Increased |
|
| 44 |
Morgan Stanley
New York
| $48.2M | -$27.4M | 3 | 0.02% | Reduced |
|
| 45 |
Schroder Investment Management Group
London,
United Kingdom
| $46.7M | -$727K | 1 | 0.09% | Reduced |
|
| 46 |
BlackRock
New York
| $45.6M | +$1.18M | 3 | 0.07% | Increased |
|
| 47 |
PGGM Investments
Zeist,
Netherlands
| $43M | -$365K | 1 | 0.22% | Reduced |
|
| 48 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $42.6M | +$2.27M | 1 | 2.92% | Increased |
|
| 49 |
Charles Schwab
San Francisco,
California
| $42.6M | +$1.42M | 3 | 0.05% | Increased |
|
| 50 |
California Public Employees Retirement System
Sacramento,
California
| $42.2M | -$1.41M | 3 | 0.07% | Reduced |
|