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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
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$248M +$1.55M 1 3.72% Increased
27
Goldman Sachs
Goldman Sachs
New York
$227M +$22M 4 0.04% Increased
28
Ameriprise
Ameriprise
Minnesota
$227M -$1.55M 4 0.07% Reduced
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$226M -$23.6M 1 0.07% Reduced
30
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$209M -$337K 4 0.03% Reduced
31
Wellington Management Group
Wellington Management Group
Massachusetts
$195M +$58M 2 0.04% Increased
32
ProShare Advisors
ProShare Advisors
Maryland
$188M +$1.11M 4 0.57% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$184M -$10.2M 4 0.06% Reduced
34
Corient Private Wealth
Corient Private Wealth
Florida
$179M +$20.7M 4 0.33% Increased
35
Pictet Asset Management
Pictet Asset Management
Switzerland
$171M +$9.59M 4 0.19% Increased
36
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$169M -$20.6M 1 1.78% Reduced
37
UBS AM
UBS AM
Illinois
$150M +$4.06M 4 0.06% Increased
38
CET
Clean Energy Transition
United Kingdom
$150M +$2.08M 1 14.87% Increased
39
Robeco Schweiz
Robeco Schweiz
Switzerland
$147M -$955K 2 2.46% Reduced
40
Congress Asset Management
Congress Asset Management
Massachusetts
$137M -$866K 3 1.08% Reduced
41
Janus Henderson Group
Janus Henderson Group
$133M +$28.3M 4 0.08% Increased
42
GAMCO Investors
GAMCO Investors
Connecticut
$132M -$14.7M 1 1.41% Reduced
43
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$130M $0 1 2.86% Maintained
44
Brown Advisory
Brown Advisory
Maryland
$128M +$1.66M 2 0.18% Increased
45
Geneva Capital Management
Geneva Capital Management
Wisconsin
$126M +$855K 1 2.38% Increased
46
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$119M -$2.73M 1 6.21% Reduced
47
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$119M -$25.7M 1 0.97% Reduced
48
Deutsche Bank
Deutsche Bank
Germany
$112M +$7.08M 4 0.06% Increased
49
Ariel Investments
Ariel Investments
Illinois
$108M -$15.8M 1 1.08% Reduced
50
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$105M +$1.68M 1 0.98% Increased