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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$60.6M -$13.6M 1 0.04% Reduced
52
Geneva Capital Management
Geneva Capital Management
Wisconsin
$60.3M +$1.37M 1 1.24% Increased
53
Artisan Partners
Artisan Partners
Wisconsin
$59.8M +$63.3M 1 0.08% New
54
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$56.3M -$926K 4 0.07% Reduced
55
Deutsche Bank
Deutsche Bank
Germany
$53.8M +$1.85M 5 0.04% Increased
56
Wasatch Advisors
Wasatch Advisors
Utah
$52.9M -$327K 1 0.34% Reduced
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
$51.3M +$2.98M 3 0.09% Increased
58
FAS
Formuepleje A/S
Denmark
$49.9M +$1.13M 1 2.18% Increased
59
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.9M +$21.5M 3 0.36% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$48.5M +$982K 4 0.04% Increased
61
Nordea Investment Management
Nordea Investment Management
Sweden
$47.4M +$33.8M 2 0.09% Increased
62
Prudential Financial
Prudential Financial
New Jersey
$46.1M +$617K 4 0.09% Increased
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$45.7M +$856K 4 0.07% Increased
64
Robeco Schweiz
Robeco Schweiz
Switzerland
$45.1M +$15.5M 1 1.34% Increased
65
AQR Capital Management
AQR Capital Management
Connecticut
$43.2M +$10.2M 4 0.07% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$41.6M -$4.16M 4 0.05% Reduced
67
Cincinnati Insurance
Cincinnati Insurance
Ohio
$40M $0 1 1.02% Maintained
68
Rockefeller Capital Management
Rockefeller Capital Management
New York
$39.6M +$2.63M 3 0.37% Increased
69
Raymond James & Associates
Raymond James & Associates
Florida
$39.5M +$1.96M 3 0.05% Increased
70
Los Angeles Capital Management
Los Angeles Capital Management
California
$37.9M +$3.13M 3 0.17% Increased
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$37.4M +$406K 4 0.06% Increased
72
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$35.6M -$1.34M 1 3.72% Reduced
73
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$35.2M +$34.8M 1 0.52% New
74
STRS Ohio
STRS Ohio
Ohio
$35.1M +$2.72M 4 0.15% Increased
75
Victory Capital Management
Victory Capital Management
Texas
$35.1M +$10M 4 0.05% Increased