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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.3M +$26M 4 0.07% Increased
52
Wasatch Advisors
Wasatch Advisors
Utah
$48M -$4.7M 1 0.35% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$46.4M +$10.2M 5 0.04% Increased
54
Prudential Financial
Prudential Financial
New Jersey
$44M +$5.81M 4 0.08% Increased
55
FAS
Formuepleje A/S
Denmark
$43.5M +$4.71M 1 2.19% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$43.4M -$372K 4 0.04% Reduced
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
$43.2M +$186K 3 0.09% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$41.5M -$3.07M 4 0.05% Reduced
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$41.3M -$3.91M 4 0.07% Reduced
60
Ameriprise
Ameriprise
Minnesota
$40.7M -$4.06M 4 0.02% Reduced
61
SAM
Scopus Asset Management
New York
$40.4M +$21.8M 1 1.14% Increased
62
River Road Asset Management
River Road Asset Management
Kentucky
$35.9M +$3.09M 1 0.62% Increased
63
Cincinnati Insurance
Cincinnati Insurance
Ohio
$35.6M $0 1 0.95% Maintained
64
Raymond James & Associates
Raymond James & Associates
Florida
$35.2M +$565K 3 0.05% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$33.8M +$648K 4 0.06% Increased
66
US Bancorp
US Bancorp
Minnesota
$33.8M +$818K 3 0.09% Increased
67
Rockefeller Capital Management
Rockefeller Capital Management
New York
$33.3M +$1.12M 3 0.35% Increased
68
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$33M +$94.4K 2 3.44% Increased
69
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.7M +$8.54M 4 0.06% Increased
70
AQR Capital Management
AQR Capital Management
Connecticut
$31.9M -$6.94M 4 0.05% Reduced
71
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$31.7M -$7.35M 1 0.11% Reduced
72
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.5M -$389K 4 0.01% Reduced
73
Los Angeles Capital Management
Los Angeles Capital Management
California
$31.2M +$3.05M 3 0.15% Increased
74
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$30.4M -$8.11M 2 0.06% Reduced
75
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$29.1M +$13M 1 0.42% Increased