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 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $88.3M | +$7.02M | 4 | 0.07% | Increased |
|
| 27 |
T. Rowe Price Associates
Baltimore,
Maryland
| $85.4M | -$9.09M | 3 | 0.02% | Reduced |
|
| 28 |
Millennium Management
New York
| $80.5M | -$22.9M | 1 | 0.15% | Reduced |
|
| 29 |
Wellington Management Group
Boston,
Massachusetts
| $79.9M | +$6.59M | 2 | 0.02% | Increased |
|
| 30 |
Putnam Investments
Boston,
Massachusetts
| $79.1M | +$40.1M | 2 | 0.19% | Increased |
|
| 31 |
Credit Suisse
Zurich,
Switzerland
| $77.8M | -$2.24M | 3 | 0.07% | Reduced |
|
| 32 |
Eaton Vance Management
Boston,
Massachusetts
| $70.5M | +$11.6M | 1 | 0.19% | Increased |
|
| 33 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $64M | $0 | 1 | 3.12% | Maintained |
|
| 34 |
Adage Capital Partners
Boston,
Massachusetts
| $63.9M | +$62.8M | 1 | 0.16% | New |
|
| 35 |
Legal & General Group
London,
United Kingdom
| $63.6M | +$3.17M | 3 | 0.05% | Increased |
|
| 36 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $62.1M | +$61M | 1 | 0.95% | New |
|
| 37 |
Bessemer Group
Woodbridge,
New Jersey
| $61.6M | +$14.5M | 1 | 0.26% | Increased |
|
| 38 |
Frontier Capital Management
Boston,
Massachusetts
| $59.5M | +$2.54M | 1 | 0.44% | Increased |
|
| 39 |
Citigroup
New York
| $58.8M | -$244K | 3 | 0.05% | Reduced |
|
| 40 |
Ameriprise
Minneapolis,
Minnesota
| $57.5M | -$7.93M | 3 | 0.03% | Reduced |
|
| 41 |
Morgan Stanley
New York
| $57.3M | -$8.24M | 3 | 0.02% | Reduced |
|
| 42 |
Beck Mack & Oliver
New York
| $57.3M | -$17M | 1 | 2% | Reduced |
|
| 43 |
ProShare Advisors
Bethesda,
Maryland
| $56M | -$5.02M | 1 | 0.59% | Reduced |
|
| 44 |
Renaissance Technologies
New York
| $54.1M | -$14.9M | 3 | 0.08% | Reduced |
|
| 45 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $52.7M | +$211K | 1 | 3.19% | Increased |
|
| 46 |
Charles Schwab
San Francisco,
California
| $52.2M | +$2.05M | 3 | 0.05% | Increased |
|
| 47 |
IP
Interval Partners
New York
| $52.1M | +$44.1M | 1 | 2.53% | Increased |
|
| 48 |
Teachers Advisors
New York
| $49.5M | +$842K | 3 | 0.07% | Increased |
|
| 49 |
Swiss National Bank
Zurich,
Switzerland
| $47.7M | +$9.64M | 3 | 0.06% | Increased |
|
| 50 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
| $43.7M | +$15.8K | 1 | 5.22% | Increased |
|