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 |
Invesco
Atlanta,
Georgia
| $97.9M | -$6.06M | 3 | 0.03% | Reduced |
|
| 27 |
Millennium Management
New York
| $97M | +$32.7M | 3 | 0.2% | Increased |
|
| 28 |
T. Rowe Price Associates
Baltimore,
Maryland
| $88.6M | -$1.72M | 3 | 0.02% | Reduced |
|
| 29 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $75.8M | -$12.2M | 4 | 0.06% | Reduced |
|
| 30 |
Credit Suisse
Zurich,
Switzerland
| $74.9M | +$10.6M | 3 | 0.07% | Increased |
|
| 31 |
Frontier Capital Management
Boston,
Massachusetts
| $69.7M | +$212K | 1 | 0.54% | Increased |
|
| 32 |
Beck Mack & Oliver
New York
| $69.6M | -$1.18M | 1 | 2.5% | Reduced |
|
| 33 |
IC
Inverness Counsel
New York
| $68.6M | -$19.1M | 1 | 5.19% | Reduced |
|
| 34 |
SCM
Suvretta Capital Management
New York
| $68.4M | +$65.3M | 1 | 1.77% | New |
|
| 35 |
Wellington Management Group
Boston,
Massachusetts
| $68.3M | +$37.8M | 2 | 0.02% | Increased |
|
| 36 |
Renaissance Technologies
New York
| $65.7M | +$38.1M | 3 | 0.1% | Increased |
|
| 37 |
Ameriprise
Minneapolis,
Minnesota
| $63.1M | -$60.8M | 3 | 0.03% | Reduced |
|
| 38 |
Morgan Stanley
New York
| $61.8M | +$11.6M | 3 | 0.02% | Increased |
|
| 39 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $59.7M | $0 | 1 | 3.26% | Maintained |
|
| 40 |
ProShare Advisors
Bethesda,
Maryland
| $57M | +$3.13M | 2 | 0.63% | Increased |
|
| 41 |
Legal & General Group
London,
United Kingdom
| $56.4M | +$1.28M | 3 | 0.05% | Increased |
|
| 42 |
Citigroup
New York
| $55.2M | +$5M | 3 | 0.05% | Increased |
|
| 43 |
Victory Capital Management
San Antonio,
Texas
| $54.8M | -$8.79M | 3 | 0.14% | Reduced |
|
| 44 |
Eaton Vance Management
Boston,
Massachusetts
| $54.7M | +$23.6M | 1 | 0.15% | Increased |
|
| 45 |
Artemis Investment Management
Edinburgh,
United Kingdom
| $50.2M | +$48M | 1 | 1.35% | New |
|
| 46 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $49.1M | +$192K | 1 | 3.27% | Increased |
|
| 47 |
Charles Schwab
San Francisco,
California
| $47.5M | +$2.89M | 3 | 0.05% | Increased |
|
| 48 |
Teachers Advisors
New York
| $45.7M | +$24.8M | 3 | 0.07% | Increased |
|
| 49 |
Bessemer Group
Woodbridge,
New Jersey
| $43.7M | +$41.6M | 1 | 0.2% | Increased |
|
| 50 |
PGGM Investments
Zeist,
Netherlands
| $42.8M | -$908K | 1 | 0.22% | Reduced |
|