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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$318M +$143M 1 0.56% Increased
27
Fisher Asset Management
Fisher Asset Management
Washington
$311M -$2M 1 0.13% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$293M -$70.4M 4 0.05% Reduced
29
Wasatch Advisors
Wasatch Advisors
Utah
$293M +$124M 2 1.43% Increased
30
UBS AM
UBS AM
Illinois
$286M +$534K 4 0.07% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$274M +$19.4M 4 0.09% Increased
32
Driehaus Capital Management
Driehaus Capital Management
Illinois
$257M +$57.9M 2 2.21% Increased
33
Citadel Advisors
Citadel Advisors
Florida
$248M +$187M 6 0.05% Increased
34
Neuberger Berman Group
Neuberger Berman Group
New York
$247M +$26.7M 4 0.19% Increased
35
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$229M +$3.57M 1 3.11% Increased
36
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$228M -$113M 1 0.07% Reduced
37
Legal & General Group
Legal & General Group
United Kingdom
$224M +$33.2K 4 0.06% Increased
38
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$219M $0 1 9.72% Maintained
39
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$216M -$70.2M 4 0.13% Reduced
40
Corient Private Wealth
Corient Private Wealth
Florida
$206M -$3.38M 4 0.32% Reduced
41
ProShare Advisors
ProShare Advisors
Maryland
$198M -$5.11M 4 0.48% Reduced
42
William Blair Investment Management
William Blair Investment Management
Illinois
$198M +$190M 2 0.49% New
43
Capital International Investors
Capital International Investors
California
$188M -$23.4M 2 0.04% Reduced
44
Janus Henderson Group
Janus Henderson Group
$185M +$31.6M 4 0.09% Increased
45
Geneva Capital Management
Geneva Capital Management
Wisconsin
$183M +$2.23M 1 3.06% Increased
46
American Century Companies
American Century Companies
Missouri
$181M -$14.1M 4 0.11% Reduced
47
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$180M +$24M 2 1.6% Increased
48
GAMCO Investors
GAMCO Investors
Connecticut
$170M -$12M 1 1.74% Reduced
49
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$168M -$2.24M 1 1.58% Reduced
50
Robeco Schweiz
Robeco Schweiz
Switzerland
$166M -$5.17M 2 3.1% Reduced