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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
Invesco
Invesco
Georgia
$97.3M -$10.1M 4 0.04% Reduced
27
Bessemer Group
Bessemer Group
New Jersey
$92.5M +$789K 2 0.37% Increased
28
Goldman Sachs
Goldman Sachs
New York
$87.8M -$12M 4 0.03% Reduced
29
ProShare Advisors
ProShare Advisors
Maryland
$86.4M -$23.7M 2 0.62% Reduced
30
UBS AM
UBS AM
Illinois
$85.8M +$4.69M 4 0.06% Increased
31
Wedge Capital Management
Wedge Capital Management
North Carolina
$84M -$9.24M 2 1.45% Reduced
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$83.5M +$43.5M 1 0.07% Increased
33
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$77.9M +$153K 1 2.28% Increased
34
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$71.7M -$23M 1 0.32% Reduced
35
Wellington Management Group
Wellington Management Group
Massachusetts
$70.9M -$179M 2 0.02% Reduced
36
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$66.9M $0 1 2.68% Maintained
37
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$65.6M +$11.9M 1 0.96% Increased
38
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$65.1M -$2.75M 1 1.7% Reduced
39
Principal Financial Group
Principal Financial Group
Iowa
$62.3M +$1.24M 4 0.07% Increased
40
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$59M -$29.4M 1 3.2% Reduced
41
Morgan Stanley
Morgan Stanley
New York
$58.3M -$51.4M 4 0.02% Reduced
42
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$58.2M +$10.2M 4 0.05% Increased
43
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.6M +$26.1M 4 0.09% Increased
44
Swiss National Bank
Swiss National Bank
Switzerland
$56.5M +$11.3M 4 0.06% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$51.1M +$53.9M 3 0.12% Increased
46
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$48.5M +$6.21M 3 0.16% Increased
47
Congress Asset Management
Congress Asset Management
Massachusetts
$47.8M +$2.07M 2 0.73% Increased
48
Wasatch Advisors
Wasatch Advisors
Utah
$47.2M -$26.6M 1 0.49% Reduced
49
Geneva Capital Management
Geneva Capital Management
Wisconsin
$45.8M +$49.5M 1 1.3% New
50
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.5M +$21.9M 3 0.54% Increased
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