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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
Victory Capital Management
Victory Capital Management
Texas
$40.1M -$917K 3 0.16% Reduced
52
Frontier Capital Management
Frontier Capital Management
Massachusetts
$40M +$843K 1 0.33% Increased
53
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$38.4M -$14.8M 1 2.84% Reduced
54
Charles Schwab
Charles Schwab
California
$38.3M -$639K 3 0.05% Reduced
55
FAS
Formuepleje A/S
Denmark
$36.1M -$2.22M 1 4.93% Reduced
56
Swiss National Bank
Swiss National Bank
Switzerland
$32.7M +$2.12M 3 0.05% Increased
57
UBS AM
UBS AM
Illinois
$30.9M -$235K 3 0.03% Reduced
58
BlackRock Investment Management
BlackRock Investment Management
Delaware
$30.9M -$2.55M 3 0.04% Reduced
59
GE
General Electric
Ohio
$30.1M -$1.51M 1 0.16% Reduced
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$29.7M +$790K 3 0.05% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$29.4M -$4.73M 1 0.05% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$28.9M +$1.5M 3 0.04% Increased
63
Guggenheim Capital
Guggenheim Capital
Illinois
$28.8M -$1.14M 2 0.09% Reduced
64
Adage Capital Partners
Adage Capital Partners
Massachusetts
$28.7M +$23.9M 1 0.08% Increased
65
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$28.7M -$14.8M 1 0.18% Reduced
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
$28.3M -$15.6K 1 0.08% Reduced
67
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$28.1M +$17.4M 1 0.11% Increased
68
London Company of Virginia
London Company of Virginia
Virginia
$26.4M -$695K 1 0.2% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.4M -$1.18M 3 0.06% Reduced
70
Macquarie Group
Macquarie Group
Australia
$25.7M +$5.15M 2 0.05% Increased
71
Cincinnati Insurance
Cincinnati Insurance
Ohio
$25.6M $0 1 0.84% Maintained
72
Canada Life
Canada Life
Manitoba, Canada
$25.5M +$3.35M 3 0.08% Increased
73
First Trust Advisors
First Trust Advisors
Illinois
$25.3M +$4.59M 3 0.08% Increased
74
CI Investments Inc
CI Investments Inc
Ontario, Canada
$24.2M +$23.3M 1 0.27% New
75
Wellington Management Group
Wellington Management Group
Massachusetts
$24M +$335K 2 0.01% Increased