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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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$104M +$3.56M 2 1.28% Increased
52
Deutsche Bank
Deutsche Bank
Germany
$97.7M +$8.71M 5 0.04% Increased
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$95.4M +$10.6M 1 0.06% Increased
54
CET
Clean Energy Transition
United Kingdom
$91.2M +$85.2M 1 10.57% New
55
Credit Suisse
Credit Suisse
Switzerland
$90.8M +$33.4M 4 0.05% Increased
56
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$87M -$14.3K 1 2.33% Reduced
57
VOYA Investment Management
VOYA Investment Management
Georgia
$85M -$27.9M 4 0.16% Reduced
58
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$84M -$39.4M 2 0.1% Reduced
59
Adage Capital Partners
Adage Capital Partners
Massachusetts
$79.8M +$32.4M 1 0.14% Increased
60
Wedge Capital Management
Wedge Capital Management
North Carolina
$79.1M -$13.5M 2 0.98% Reduced
61
Geneva Capital Management
Geneva Capital Management
Wisconsin
$77M -$1.58M 1 1.24% Reduced
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.9M +$7.3M 4 0.02% Increased
63
STRS Ohio
STRS Ohio
Ohio
$74.8M -$345K 4 0.26% Reduced
64
UBS Group
UBS Group
Switzerland
$72.8M +$2.68M 6 0.02% Increased
65
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$71.7M -$4.16M 4 0.01% Reduced
66
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$71.5M -$2.06M 1 0.15% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$70.7M -$1.4M 4 0.09% Reduced
68
California Public Employees Retirement System
California Public Employees Retirement System
California
$69.8M -$3.14M 2 0.05% Reduced
69
Amundi
Amundi
France
$69M -$86K 2 0.04% Reduced
70
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$67M +$21.7M 2 0.62% Increased
71
Cincinnati Insurance
Cincinnati Insurance
Ohio
$67M $0 1 1.21% Maintained
72
Wasatch Advisors
Wasatch Advisors
Utah
$66.9M -$3.27M 1 0.27% Reduced
73
FAS
Formuepleje A/S
Denmark
$65.1M -$5.48M 1 2.48% Reduced
74
Victory Capital Management
Victory Capital Management
Texas
$64.7M -$3.19M 4 0.06% Reduced
75
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.4M +$376K 1 0.02% Increased