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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$150M +$1.55M 4 0.13% Increased
27
Citadel Advisors
Citadel Advisors
Florida
$148M -$99M 4 0.04% Reduced
28
ProShare Advisors
ProShare Advisors
Maryland
$133M -$262K 4 0.5% Reduced
29
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$127M +$10.6M 1 0.34% Increased
30
Wedge Capital Management
Wedge Capital Management
North Carolina
$124M -$14.7M 2 1.43% Reduced
31
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$116M +$239K 1 1.86% Increased
32
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$106M +$1.38M 1 1.17% Increased
33
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$104M -$540K 4 0.06% Reduced
34
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$101M $0 1 2.73% Maintained
35
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$99.7M +$1.08M 1 0.21% Increased
36
Principal Financial Group
Principal Financial Group
Iowa
$98.8M -$2.66M 4 0.07% Reduced
37
UBS AM
UBS AM
Illinois
$91.5M +$4.93M 3 0.04% Increased
38
Ameriprise
Ameriprise
Minnesota
$86.5M +$6.84M 4 0.03% Increased
39
Wellington Management Group
Wellington Management Group
Massachusetts
$85.8M -$1.99M 2 0.02% Reduced
40
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$85.8M -$2.01M 1 1.4% Reduced
41
Goldman Sachs
Goldman Sachs
New York
$84.3M -$24.7M 4 0.02% Reduced
42
Swiss National Bank
Swiss National Bank
Switzerland
$83.5M -$1.93M 3 0.06% Reduced
43
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$81.2M +$42.6M 1 0.21% Increased
44
Congress Asset Management
Congress Asset Management
Massachusetts
$77.2M -$4.2M 2 0.73% Reduced
45
First Trust Advisors
First Trust Advisors
Illinois
$75.7M +$53.1M 3 0.1% Increased
46
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74.2M -$4.62M 3 0.17% Reduced
47
Artisan Partners
Artisan Partners
Wisconsin
$74.1M -$4.24M 1 0.09% Reduced
48
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$73.7M +$261K 1 2.63% Increased
49
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$73.4M +$7.1M 4 0.07% Increased
50
Geneva Capital Management
Geneva Capital Management
Wisconsin
$68.5M +$1.67M 1 1.16% Increased
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