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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
$97.1M +$1.79M 1 1.09% Increased
52
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$95.8M -$275K 1 1.33% Reduced
53
Congress Asset Management
Congress Asset Management
Massachusetts
$94.5M -$2.13M 1 0.8% Reduced
54
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$91.3M +$59.1M 2 1.1% Increased
55
CET
Clean Energy Transition
United Kingdom
$88.7M +$5.29M 1 15.11% Increased
56
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$85M +$28.8M 2 0.03% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$82.8M +$4.1M 4 0.07% Increased
58
VOYA Investment Management
VOYA Investment Management
Georgia
$81.5M +$5.05M 4 0.17% Increased
59
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$78.8M +$17.8M 1 0.19% Increased
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$71.2M -$11.7M 1 0.05% Reduced
61
Wedge Capital Management
Wedge Capital Management
North Carolina
$68.6M +$66.4K 2 0.92% Increased
62
Victory Capital Management
Victory Capital Management
Texas
$66.8M +$13.8M 4 0.07% Increased
63
IP
Interval Partners
New York
$66.8M +$15.4M 2 3.25% Increased
64
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$63.7M +$5.55M 2 0.61% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$61.6M +$1.22M 4 0.08% Increased
66
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.6M -$3.38M 4 0.02% Reduced
67
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$61.2M +$198K 1 1.68% Increased
68
Geneva Capital Management
Geneva Capital Management
Wisconsin
$59.8M +$6.34M 1 1.16% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$58.4M -$2.67M 2 0.05% Reduced
70
Prudential Financial
Prudential Financial
New Jersey
$58.1M +$19M 4 0.08% Increased
71
Cincinnati Insurance
Cincinnati Insurance
Ohio
$57.9M $0 1 1.11% Maintained
72
Commerce Bank
Commerce Bank
Missouri
$56.2M +$4.14M 2 0.39% Increased
73
Natixis Advisors
Natixis Advisors
Massachusetts
$55.7M +$2.24M 2 0.21% Increased
74
PGGM Investments
PGGM Investments
Netherlands
$54.7M $0 1 0.27% Maintained
75
UBS Group
UBS Group
Switzerland
$54.5M -$8.93M 6 0.02% Reduced