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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
Amundi
Amundi
France
$73.7M -$3.71M 3 0.04% Reduced
52
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$72.9M -$1.25M 2 0.81% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$70.3M +$1.57M 4 0.09% Increased
54
VOYA Investment Management
VOYA Investment Management
Georgia
$70M -$17.6M 4 0.08% Reduced
55
Artisan Partners
Artisan Partners
Wisconsin
$69.3M -$29.3M 1 0.12% Reduced
56
Robeco Schweiz
Robeco Schweiz
Switzerland
$69.1M +$6.78M 1 1.26% Increased
57
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$66.7M +$1.73M 2 0.02% Increased
58
Frontier Capital Management
Frontier Capital Management
Massachusetts
$66M -$13M 1 0.72% Reduced
59
AMF Tjänstepension
AMF Tjänstepension
Sweden
$64.1M +$19.8M 1 0.73% Increased
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$62.7M -$2.07M 1 0.05% Reduced
61
GAMCO Investors
GAMCO Investors
Connecticut
$61.2M -$2.39M 1 0.66% Reduced
62
Natixis Advisors
Natixis Advisors
Massachusetts
$61M +$8.85M 2 0.23% Increased
63
M&T Bank
M&T Bank
New York
$58.9M -$715K 3 0.24% Reduced
64
KBC Group
KBC Group
Belgium
$58.2M -$26.7M 3 0.28% Reduced
65
California Public Employees Retirement System
California Public Employees Retirement System
California
$58M -$2.78M 2 0.05% Reduced
66
Wedge Capital Management
Wedge Capital Management
North Carolina
$57.9M -$8.5M 2 0.93% Reduced
67
Voloridge Investment Management
Voloridge Investment Management
Florida
$57M -$5.72M 4 0.32% Reduced
68
Wasatch Advisors
Wasatch Advisors
Utah
$54.6M -$1.46M 1 0.37% Reduced
69
AQR Capital Management
AQR Capital Management
Connecticut
$53.4M -$16.8M 4 0.12% Reduced
70
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$53M +$2.71M 4 0.02% Increased
71
GF
Greenhouse Funds
Maryland
$51.4M +$2.94M 1 4.69% Increased
72
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.7M +$2.87M 2 0.07% Increased
73
Woodline Partners
Woodline Partners
California
$50.1M -$12M 2 0.67% Reduced
74
Cincinnati Insurance
Cincinnati Insurance
Ohio
$49.9M $0 1 1% Maintained
75
Citadel Advisors
Citadel Advisors
Florida
$49.8M -$21.4M 6 0.01% Reduced