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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
IIM
Ivory Investment Management
New York
$50.8M +$48.2M 1 2.9% New
52
Wasatch Advisors
Wasatch Advisors
Utah
$50.7M +$9.84M 1 0.67% Increased
53
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$49M -$1.24M 3 0.05% Reduced
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$47.6M -$622K 1 0.09% Reduced
55
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$46.3M +$5.58M 2 0.38% Increased
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
$45.8M -$30.1M 1 0.11% Reduced
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$44.2M +$400K 1 0.06% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$41.2M -$4.14M 3 0.05% Reduced
59
AQR Capital Management
AQR Capital Management
Connecticut
$41M +$11.5M 3 0.04% Increased
60
Guggenheim Capital
Guggenheim Capital
Illinois
$40.3M +$2.75M 1 0.1% Increased
61
Cincinnati Insurance
Cincinnati Insurance
Ohio
$37.2M $0 1 1.07% Maintained
62
Credit Suisse
Credit Suisse
Switzerland
$35.8M -$8.19M 3 0.03% Reduced
63
Macquarie Group
Macquarie Group
Australia
$35.5M -$520K 2 0.06% Reduced
64
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$35.2M +$1.25M 1 0.06% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$35.2M -$1.24M 2 0.03% Reduced
66
Ameriprise
Ameriprise
Minnesota
$34.4M -$48.3M 3 0.02% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$34.4M +$617K 3 0.07% Increased
68
UBS Group
UBS Group
Switzerland
$33.3M +$12.8M 4 0.01% Increased
69
Janus Henderson Group
Janus Henderson Group
$32.2M +$12.4M 2 0.02% Increased
70
LSV Asset Management
LSV Asset Management
Illinois
$32M +$74.8K 1 0.05% Increased
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$31.7M -$109K 3 0.07% Reduced
72
SAM
Scopus Asset Management
New York
$31.3M -$12M 1 0.29% Reduced
73
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M +$23.7M 1 0.07% Increased
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30.9M +$230K 3 0.03% Increased
75
GAMCO Investors
GAMCO Investors
Connecticut
$30.9M -$4.38M 1 0.19% Reduced