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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
HEIP
Hudson Edge Investment Partners
New Jersey
$51.4M -$7.64M 1 1.95% Reduced
52
Winton Capital Management
Winton Capital Management
United Kingdom
$51.2M +$20.1M 1 0.35% Increased
53
UBS AM
UBS AM
Illinois
$50.7M -$11M 3 0.05% Reduced
54
Citadel Advisors
Citadel Advisors
Florida
$50.4M +$46.7M 1 0.06% Increased
55
Royce & Associates
Royce & Associates
New York
$49.6M -$5.91M 2 0.15% Reduced
56
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$49.6M -$33.9M 3 0.04% Reduced
57
BlackRock
BlackRock
New York
$49.3M -$7.62M 3 0.08% Reduced
58
Fidelity Investments
Fidelity Investments
Massachusetts
$48M -$20.6M 1 0.01% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$46.4M -$4.13M 3 0.07% Reduced
60
Managed Account Advisors
Managed Account Advisors
New Jersey
$44.6M -$9.72M 3 0.06% Reduced
61
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$43.7M -$5.3M 1 1.6% Reduced
62
GA
Geneva Advisors
Illinois
$43.2M -$7.53M 1 0.79% Reduced
63
Allianz Asset Management
Allianz Asset Management
Germany
$43.1M -$22.5M 1 0.05% Reduced
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$41M -$9.61M 3 0.06% Reduced
65
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$40.7M +$5.54M 1 2.58% Increased
66
AQR Capital Management
AQR Capital Management
Connecticut
$40M +$14.4M 3 0.12% Increased
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.7M -$9.32M 3 0.05% Reduced
68
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$38.3M $0 1 8.32% Maintained
69
Rockefeller Financial Services
Rockefeller Financial Services
New York
$37.1M -$6.75M 1 0.8% Reduced
70
Empyrean Capital Partners
Empyrean Capital Partners
California
$36.2M +$34.1M 1 1.38% New
71
Bahl & Gaynor
Bahl & Gaynor
Ohio
$35M -$7.82M 1 0.56% Reduced
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$34.8M -$8.27M 1 0.07% Reduced
73
Two Sigma Investments
Two Sigma Investments
New York
$34.7M +$31M 2 0.19% Increased
74
Charles Schwab
Charles Schwab
California
$34.4M -$4.89M 3 0.06% Reduced
75
Eaton Vance Management
Eaton Vance Management
Massachusetts
$31.8M -$6.35M 1 0.09% Reduced