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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
51
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.8M +$50.7M 3 0.1% New
52
PGGM Investments
PGGM Investments
Netherlands
$51.9M +$50M 1 0.31% New
53
KeyBank National Association
KeyBank National Association
Ohio
$51.9M +$49.6M 2 0.19% New
54
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.8M +$49.8M 1 0.12% New
55
ARC
Absolute Return Capital
Massachusetts
$50M +$48.1M 1 0.64% New
56
AllianceBernstein
AllianceBernstein
Tennessee
$48M +$46M 3 0.05% New
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$46M +$44.2M 2 0.08% New
58
Bahl & Gaynor
Bahl & Gaynor
Ohio
$44.6M +$42.9M 1 0.84% New
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$44.4M +$42.4M 3 0.09% New
60
UBS AM
UBS AM
Illinois
$44.4M +$42.7M 2 0.06% New
61
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$42.5M +$40.9M 2 0.06% New
62
BlackRock
BlackRock
New York
$41.9M +$40.3M 3 0.08% New
63
Rockefeller Financial Services
Rockefeller Financial Services
New York
$40.7M +$39.1M 1 0.98% New
64
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$40.7M +$39.1M 1 0.09% New
65
CIP
Champlain Investment Partners
Vermont
$40.5M +$39M 1 0.82% New
66
Managed Account Advisors
Managed Account Advisors
New Jersey
$39.9M +$38.2M 3 0.06% New
67
Credit Suisse
Credit Suisse
Switzerland
$37.9M +$36.3M 3 0.04% New
68
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$36.4M +$35M 1 1.51% New
69
Lazard Asset Management
Lazard Asset Management
New York
$35.1M +$33.1M 2 0.08% New
70
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$34.7M +$33.3M 2 0.33% New
71
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$32.7M +$31.2M 2 0.22% New
72
Frontier Capital Management
Frontier Capital Management
Massachusetts
$32.5M +$28.8M 1 0.27% New
73
US Bancorp
US Bancorp
Minnesota
$31.3M +$30.1M 3 0.14% New
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$31M +$29.8M 2 0.09% New
75
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$30.4M +$41.7M 1 8.2% New