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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
Russell Investments Group
Russell Investments Group
United Kingdom
$67.8M +$17.1M 4 0.13% Increased
52
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$67.3M -$30M 4 0.01% Reduced
53
Nordea Investment Management
Nordea Investment Management
Sweden
$66.7M +$11.5M 2 0.11% Increased
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$62M -$8.14M 1 0.04% Reduced
55
Eaton Vance Management
Eaton Vance Management
Massachusetts
$60.4M +$447K 3 0.09% Increased
56
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$59.9M +$17.7M 1 0.76% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$59.8M +$1.91M 4 0.05% Increased
58
Victory Capital Management
Victory Capital Management
Texas
$59.7M +$16.3M 4 0.07% Increased
59
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.5M -$34.1M 4 0.08% Reduced
60
AQR Capital Management
AQR Capital Management
Connecticut
$58.3M +$4.59M 4 0.1% Increased
61
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58M -$2.42M 2 0.32% Reduced
62
Wasatch Advisors
Wasatch Advisors
Utah
$57.5M -$903K 1 0.28% Reduced
63
Holocene Advisors
Holocene Advisors
New York
$56.7M -$14M 2 0.36% Reduced
64
Millennium Management
Millennium Management
New York
$56.3M -$55.2M 4 0.04% Reduced
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$56.3M +$1.7M 4 0.08% Increased
66
Deutsche Bank
Deutsche Bank
Germany
$55.9M -$6.56M 5 0.03% Reduced
67
Prudential Financial
Prudential Financial
New Jersey
$55.4M -$3.33M 4 0.09% Reduced
68
Robeco Schweiz
Robeco Schweiz
Switzerland
$51.9M -$578K 1 1.11% Reduced
69
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$51.9M +$47M 1 0.86% New
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$51M +$1.39M 4 0.06% Increased
71
Janus Henderson Group
Janus Henderson Group
$50.4M +$13.9M 1 0.02% Increased
72
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$50.2M +$45.4M 1 0.38% New
73
KBC Group
KBC Group
Belgium
$50M +$11.6M 2 0.23% Increased
74
Los Angeles Capital Management
Los Angeles Capital Management
California
$46.9M +$1.73M 3 0.2% Increased
75
Cincinnati Insurance
Cincinnati Insurance
Ohio
$46.6M $0 1 1.05% Maintained