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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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$46M -$33.6M 3 0.01% Reduced
52
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$45.1M +$46.6M 1 0.54% New
53
FAS
Formuepleje A/S
Denmark
$44.8M -$6.88M 1 5.27% Reduced
54
Teachers Advisors
Teachers Advisors
New York
$44.7M +$16.2M 3 0.06% Increased
55
Eaton Vance Management
Eaton Vance Management
Massachusetts
$44.6M +$101K 1 0.11% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$43.8M +$3.64M 3 0.05% Increased
57
Principal Financial Group
Principal Financial Group
Iowa
$43.3M +$8.63M 3 0.04% Increased
58
JCI
Jet Capital Investors
New York
$41.7M -$27.4M 1 2.39% Reduced
59
Prudential Financial
Prudential Financial
New Jersey
$39.2M +$14M 3 0.06% Increased
60
CIP
Champlain Investment Partners
Vermont
$39.2M -$13.4M 1 0.42% Reduced
61
Guggenheim Capital
Guggenheim Capital
Illinois
$38.7M -$484K 1 0.09% Reduced
62
Renaissance Technologies
Renaissance Technologies
New York
$38.2M +$22.1M 4 0.04% Increased
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$38.1M +$38.6M 1 0.07% Increased
64
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M +$20.6M 2 0.16% Increased
65
Ameriprise
Ameriprise
Minnesota
$36.4M +$934K 3 0.02% Increased
66
Cincinnati Insurance
Cincinnati Insurance
Ohio
$36.2M $0 1 1.09% Maintained
67
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$36M -$10.6M 1 0.06% Reduced
68
Macquarie Group
Macquarie Group
Australia
$35.8M -$245K 3 0.07% Reduced
69
First Trust Advisors
First Trust Advisors
Illinois
$35.8M -$18.3M 3 0.08% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$34.3M +$396K 3 0.07% Increased
71
Gotham Asset Management
Gotham Asset Management
New York
$33.7M +$32.7M 2 0.47% Increased
72
LSV Asset Management
LSV Asset Management
Illinois
$33.1M -$426K 1 0.05% Reduced
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$32.2M -$2.16M 1 0.06% Reduced
74
GAMCO Investors
GAMCO Investors
Connecticut
$31.1M -$1.3M 1 0.21% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.2M -$974K 3 0.06% Reduced