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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$39.7M +$2.8M 4 0.08% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$39M -$1.38M 4 0.06% Reduced
53
Fidelity Investments
Fidelity Investments
Massachusetts
$38.7M -$43.4M 4 0.01% Reduced
54
Ameriprise
Ameriprise
Minnesota
$38.4M -$7.59M 4 0.02% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$38.2M -$2.54M 4 0.05% Reduced
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
$37.4M +$2.66M 2 0.09% Increased
57
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.1M +$23.2M 3 0.29% Increased
58
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$34.3M +$1.43M 1 0.14% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$34.1M +$12.1M 4 0.03% Increased
60
AQR Capital Management
AQR Capital Management
Connecticut
$34.1M -$16.9M 4 0.06% Reduced
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.1M +$15.7M 2 0.07% Increased
62
Janus Henderson Group
Janus Henderson Group
$33.8M -$12.3M 1 0.02% Reduced
63
FAS
Formuepleje A/S
Denmark
$33.5M +$16.2M 1 2.23% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$33M -$5.29M 4 0.07% Reduced
65
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$32.3M +$19.9M 1 0.1% Increased
66
Renaissance Technologies
Renaissance Technologies
New York
$31.8M +$39.7M 3 0.03% Increased
67
Deutsche Bank
Deutsche Bank
Germany
$31M +$10.5M 5 0.03% Increased
68
Cincinnati Insurance
Cincinnati Insurance
Ohio
$31M $0 1 0.96% Maintained
69
Raymond James & Associates
Raymond James & Associates
Florida
$30.5M -$3.78M 3 0.05% Reduced
70
River Road Asset Management
River Road Asset Management
Kentucky
$29.6M +$1.8M 2 0.66% Increased
71
US Bancorp
US Bancorp
Minnesota
$29.2M -$1.06M 3 0.09% Reduced
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$28.9M +$1.07M 4 0.06% Increased
73
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$28.6M -$1.05M 2 3.43% Reduced
74
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.5M +$725K 3 0.37% Increased
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M -$4.74M 4 0.01% Reduced