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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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$200M -$155M 4 0.03% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$188M -$9.13M 4 0.06% Reduced
28
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$176M -$1.14M 1 1.92% Reduced
29
ProShare Advisors
ProShare Advisors
Maryland
$176M -$4.74M 4 0.51% Reduced
30
Neuberger Berman Group
Neuberger Berman Group
New York
$170M -$25.3M 3 0.15% Reduced
31
Goldman Sachs
Goldman Sachs
New York
$164M -$35.4M 4 0.04% Reduced
32
Ameriprise
Ameriprise
Minnesota
$160M -$161K 4 0.05% Reduced
33
Corient Private Wealth
Corient Private Wealth
Florida
$145M +$3.53M 3 0.33% Increased
34
CET
Clean Energy Transition
United Kingdom
$142M +$4.77M 1 19.38% Increased
35
UBS AM
UBS AM
Illinois
$141M $0 4 0.07% Maintained
36
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$139M +$54M 2 0.05% Increased
37
Ariel Investments
Ariel Investments
Illinois
$136M -$30.9M 1 1.29% Reduced
38
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$134M +$3.34M 1 1.19% Increased
39
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$130M +$102M 4 0.15% Increased
40
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$126M -$3.86M 2 1.56% Reduced
41
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$125M $0 1 2.86% Maintained
42
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$121M -$10.8M 1 1.22% Reduced
43
Frontier Capital Management
Frontier Capital Management
Massachusetts
$121M +$1.32M 1 1.15% Increased
44
Geneva Capital Management
Geneva Capital Management
Wisconsin
$107M -$263K 1 2.11% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$106M -$6.47M 4 0.07% Reduced
46
Deutsche Bank
Deutsche Bank
Germany
$106M +$13.5M 4 0.06% Increased
47
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$100M +$48K 1 2.55% Increased
48
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$95.1M +$5.26M 2 0.99% Increased
49
Two Sigma Advisers
Two Sigma Advisers
New York
$94.5M -$3.7M 3 0.24% Reduced
50
GAMCO Investors
GAMCO Investors
Connecticut
$91.7M -$2.09M 1 0.96% Reduced