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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
Janus Henderson Group
Janus Henderson Group
$82.5M -$14.9M 3 0.04% Reduced
52
Wedge Capital Management
Wedge Capital Management
North Carolina
$82.2M -$19.7M 2 1.06% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$75.7M -$9.22M 5 0.04% Reduced
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$71.9M +$1.57M 1 0.04% Increased
55
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$71.6M -$103K 1 2.13% Reduced
56
LPU
Lansdowne Partners (UK)
United Kingdom
$69.5M +$57.4M 1 3.28% Increased
57
Millennium Management
Millennium Management
New York
$67M -$20.7M 4 0.04% Reduced
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$66.8M -$28.7M 5 0.06% Reduced
59
Russell Investments Group
Russell Investments Group
United Kingdom
$66.4M -$6.11M 4 0.11% Reduced
60
Geneva Capital Management
Geneva Capital Management
Wisconsin
$64.8M -$257K 1 1.1% Reduced
61
STRS Ohio
STRS Ohio
Ohio
$64.5M -$2.07M 4 0.24% Reduced
62
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.2M -$2.41M 4 0.01% Reduced
63
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$63.1M +$806K 1 0.14% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$62.5M -$1.23M 2 0.05% Reduced
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$61.7M -$2.59M 4 0.08% Reduced
66
FAS
Formuepleje A/S
Denmark
$60.8M -$788K 1 2.43% Reduced
67
UBS Group
UBS Group
Switzerland
$60M -$85.4K 6 0.02% Reduced
68
Amundi
Amundi
France
$59.5M +$8.88M 2 0.04% Increased
69
Victory Capital Management
Victory Capital Management
Texas
$58.5M -$3.4M 4 0.06% Reduced
70
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$58.3M -$12.3M 4 0.02% Reduced
71
Wasatch Advisors
Wasatch Advisors
Utah
$57.9M -$173K 1 0.24% Reduced
72
Cincinnati Insurance
Cincinnati Insurance
Ohio
$57.3M $0 1 1.17% Maintained
73
KBC Group
KBC Group
Belgium
$56.6M -$4.14M 2 0.21% Reduced
74
IP
Interval Partners
New York
$55.6M +$3.98M 2 2.25% Increased
75
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$52.9M +$6.65M 2 0.02% Increased
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