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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
First Trust Advisors
First Trust Advisors
Illinois
$82.6M -$403K 4 0.1% Reduced
52
AQR Capital Management
AQR Capital Management
Connecticut
$82.1M +$15.2M 4 0.13% Increased
53
Fidelity Investments
Fidelity Investments
Massachusetts
$78.2M +$26.1M 3 0.01% Increased
54
Deutsche Bank
Deutsche Bank
Germany
$77.4M +$15.5M 5 0.04% Increased
55
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$76.8M -$666K 1 2.52% Reduced
56
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$75.7M +$53.3M 2 1.14% Increased
57
Geneva Capital Management
Geneva Capital Management
Wisconsin
$70.6M -$1.43M 1 1.2% Reduced
58
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$67.8M -$4.47M 4 0.01% Reduced
59
Goldman Sachs
Goldman Sachs
New York
$66.7M -$25.1M 4 0.02% Reduced
60
Eaton Vance Management
Eaton Vance Management
Massachusetts
$65.9M +$234K 4 0.1% Increased
61
Nordea Investment Management
Nordea Investment Management
Sweden
$65.5M -$6.78M 1 0.1% Reduced
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$65.5M -$1.68M 1 0.04% Reduced
63
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$63.9M +$1.55M 1 0.97% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$62.6M -$3.13M 4 0.05% Reduced
65
Wasatch Advisors
Wasatch Advisors
Utah
$62.6M +$2.24M 1 0.28% Increased
66
FAS
Formuepleje A/S
Denmark
$62M +$11.9M 1 2.36% Increased
67
Robeco Schweiz
Robeco Schweiz
Switzerland
$61.7M +$4.94M 1 0.94% Increased
68
Wellington Management Group
Wellington Management Group
Massachusetts
$61.7M -$36.6M 2 0.01% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$61.3M -$721K 4 0.08% Reduced
70
STRS Ohio
STRS Ohio
Ohio
$58.5M +$12.8M 4 0.22% Increased
71
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$57.9M +$4.96M 1 0.62% Increased
72
VOYA Investment Management
VOYA Investment Management
Georgia
$57.2M +$29.1M 4 0.12% Increased
73
Victory Capital Management
Victory Capital Management
Texas
$55.8M -$10.3M 4 0.06% Reduced
74
Millennium Management
Millennium Management
New York
$55.8M -$7.73M 4 0.04% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$53.7M -$9.15M 4 0.08% Reduced
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