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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
Citadel Advisors
Citadel Advisors
Florida
$181M -$27.6M 5 0.04% Reduced
27
Morgan Stanley
Morgan Stanley
New York
$160M +$25.5M 4 0.02% Increased
28
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$159M +$5.23M 1 0.38% Increased
29
ProShare Advisors
ProShare Advisors
Maryland
$139M -$1.49M 4 0.41% Reduced
30
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$131M -$6.93M 4 0.12% Reduced
31
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$128M +$5.24M 4 0.07% Increased
32
Principal Financial Group
Principal Financial Group
Iowa
$121M +$1.1M 4 0.08% Increased
33
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$120M -$6.67M 1 1.19% Reduced
34
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$120M $0 1 2.93% Maintained
35
Ariel Investments
Ariel Investments
Illinois
$119M +$24.1M 1 1.12% Increased
36
RP
RR Partners
New York
$119M +$64.8M 1 12.76% Increased
37
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$111M -$672K 3 0.23% Reduced
38
UBS AM
UBS AM
Illinois
$110M -$1.59M 4 0.05% Reduced
39
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$109M -$1.86M 1 1.57% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$107M +$6.42M 4 0.07% Increased
41
Wedge Capital Management
Wedge Capital Management
North Carolina
$102M -$7.82M 2 1.25% Reduced
42
VOYA Investment Management
VOYA Investment Management
Georgia
$98.6M +$34.5M 4 0.19% Increased
43
Ameriprise
Ameriprise
Minnesota
$98M +$2.5M 4 0.03% Increased
44
First Trust Advisors
First Trust Advisors
Illinois
$98M +$8.14M 4 0.11% Increased
45
Artisan Partners
Artisan Partners
Wisconsin
$97.4M +$213K 1 0.12% Increased
46
Congress Asset Management
Congress Asset Management
Massachusetts
$96.5M +$1.16M 1 0.81% Increased
47
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$95.1M -$2.23M 1 1.33% Reduced
48
D.E. Shaw & Co
D.E. Shaw & Co
New York
$94M -$64.7M 4 0.08% Reduced
49
Janus Henderson Group
Janus Henderson Group
$93.2M -$13.3M 2 0.04% Reduced
50
AQR Capital Management
AQR Capital Management
Connecticut
$86.3M -$3.2M 4 0.15% Reduced
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