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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
First Trust Advisors
First Trust Advisors
Illinois
$46.9M +$5.26M 2 0.12% Increased
52
FAS
Formuepleje A/S
Denmark
$46.7M -$2.51M 1 5.13% Reduced
53
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$45.7M -$685K 3 0.05% Reduced
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$43.6M +$6.69M 1 0.09% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$41.4M +$1.24M 3 0.05% Increased
56
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.5M -$1.08M 1 0.18% Reduced
57
Credit Suisse
Credit Suisse
Switzerland
$40.3M +$5.86M 3 0.04% Increased
58
SAM
Scopus Asset Management
New York
$39.8M +$13.8M 1 0.41% Increased
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$39.6M -$105K 1 0.06% Reduced
60
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$38M +$7.9M 2 0.34% Increased
61
Wasatch Advisors
Wasatch Advisors
Utah
$38M +$2.6M 1 0.52% Increased
62
Guggenheim Capital
Guggenheim Capital
Illinois
$33.9M -$1.82M 2 0.08% Reduced
63
Cincinnati Insurance
Cincinnati Insurance
Ohio
$33.7M $0 1 1.01% Maintained
64
Victory Capital Management
Victory Capital Management
Texas
$33.6M -$357K 3 0.08% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$33.4M -$1.23M 2 0.03% Reduced
66
GAMCO Investors
GAMCO Investors
Connecticut
$33.3M -$652K 1 0.21% Reduced
67
Korea Investment Corp
Korea Investment Corp
South Korea
$32.8M -$14.4M 1 0.15% Reduced
68
Macquarie Group
Macquarie Group
Australia
$32.5M -$153K 2 0.06% Reduced
69
Citigroup
Citigroup
New York
$31M -$15.3M 3 0.03% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$30.7M +$57.4K 3 0.07% Increased
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$30.7M -$220K 1 0.06% Reduced
72
LSV Asset Management
LSV Asset Management
Illinois
$30.4M +$716K 1 0.05% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$28.9M -$2.14M 3 0.06% Reduced
74
NFA
Nationwide Fund Advisors
Ohio
$27.9M +$1.6M 3 0.11% Increased
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.7M -$212K 3 0.03% Reduced