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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
Legal & General Group
Legal & General Group
United Kingdom
$175M -$6.78M 4 0.07% Reduced
27
Invesco
Invesco
Georgia
$161M +$5.28M 5 0.05% Increased
28
Goldman Sachs
Goldman Sachs
New York
$152M +$10.8M 4 0.04% Increased
29
Principal Financial Group
Principal Financial Group
Iowa
$148M -$8.17M 4 0.11% Reduced
30
Ariel Investments
Ariel Investments
Illinois
$140M -$19M 1 1.42% Reduced
31
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$137M -$5.09M 1 1.65% Reduced
32
Millennium Management
Millennium Management
New York
$136M +$87.4M 4 0.08% Increased
33
Corient Private Wealth
Corient Private Wealth
Florida
$126M +$124M 2 0.46% New
34
UBS AM
UBS AM
Illinois
$124M +$246K 3 0.07% Increased
35
Ameriprise
Ameriprise
Minnesota
$121M -$26.2M 4 0.04% Reduced
36
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$114M $0 1 2.87% Maintained
37
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$105M -$2.53M 2 1.44% Reduced
38
Swiss National Bank
Swiss National Bank
Switzerland
$104M -$5.03M 4 0.07% Reduced
39
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$102M -$1.91M 1 1.04% Reduced
40
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$96.9M -$770K 1 0.89% Reduced
41
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$92.7M -$6.81M 3 0.3% Reduced
42
CET
Clean Energy Transition
United Kingdom
$92.1M +$8.54M 1 14.7% Increased
43
Two Sigma Advisers
Two Sigma Advisers
New York
$89.3M +$524K 3 0.25% Increased
44
Credit Suisse
Credit Suisse
Switzerland
$84.1M +$1.32M 4 0.09% Increased
45
Geneva Capital Management
Geneva Capital Management
Wisconsin
$83.7M -$134K 1 1.88% Reduced
46
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$81.7M -$1.09M 1 1.37% Reduced
47
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$79.7M -$2.86M 1 2.26% Reduced
48
Congress Asset Management
Congress Asset Management
Massachusetts
$79.5M -$1.03M 1 0.8% Reduced
49
Deutsche Bank
Deutsche Bank
Germany
$78.8M -$1.4M 4 0.05% Reduced
50
Victory Capital Management
Victory Capital Management
Texas
$74.3M +$2.86M 4 0.09% Increased