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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
Williams Jones & Associates
Williams Jones & Associates
New York
$109M -$133K 1 2.54% Reduced
27
Invesco
Invesco
Georgia
$103M +$7.97M 3 0.04% Increased
28
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$98.4M -$28M 3 0.07% Reduced
29
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$95.4M -$42.8M 2 0.28% Reduced
30
CRM
Cramer Rosenthal McGlynn
Connecticut
$95.1M -$53.3M 1 1.55% Reduced
31
Frontier Capital Management
Frontier Capital Management
Massachusetts
$85.9M +$697K 1 0.62% Increased
32
IC
Inverness Counsel
New York
$83.4M -$32.5K 1 5.02% Reduced
33
Legal & General Group
Legal & General Group
United Kingdom
$79.3M -$3.91M 3 0.06% Reduced
34
Charles Schwab
Charles Schwab
California
$78.5M +$3.88M 3 0.06% Increased
35
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$78.3M $0 1 3.41% Maintained
36
Citadel Advisors
Citadel Advisors
Florida
$73.3M -$13.8M 4 0.04% Reduced
37
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$72.9M -$2.46M 1 2.79% Reduced
38
ProShare Advisors
ProShare Advisors
Maryland
$70.5M -$2.23M 2 0.46% Reduced
39
Morgan Stanley
Morgan Stanley
New York
$69.7M -$3.4M 3 0.02% Reduced
40
Wasatch Advisors
Wasatch Advisors
Utah
$68.6M +$13.7M 1 0.89% Increased
41
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$64.7M +$6.67M 2 0.19% Increased
42
IIM
Ivory Investment Management
New York
$62.6M +$13.6M 1 3.78% Increased
43
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$61.3M +$11.4M 2 0.46% Increased
44
UBS AM
UBS AM
Illinois
$60.5M +$7.6M 3 0.05% Increased
45
Janus Henderson Group
Janus Henderson Group
$58M +$25.4M 2 0.03% Increased
46
Beck Mack & Oliver
Beck Mack & Oliver
New York
$54.2M -$1.83M 1 1.82% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$53.8M -$7.47M 3 0.07% Reduced
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$52M +$9.29M 1 0.07% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$50.5M -$2.55M 3 0.07% Reduced
50
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$49M +$1.01M 3 0.05% Increased