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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$104M -$36M 3 2.01% Reduced
52
Swiss National Bank
Swiss National Bank
Switzerland
$102M -$5.26M 4 0.08% Reduced
53
Close Asset Management
Close Asset Management
United Kingdom
$98.1M +$10.6M 1 4.1% Increased
54
Amundi
Amundi
France
$96.8M +$1.55M 3 0.04% Increased
55
Nordea Investment Management
Nordea Investment Management
Sweden
$94.4M -$425K 3 0.12% Reduced
56
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$93.7M +$56.8M 3 0.18% Increased
57
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$92.8M +$6.92M 5 0.02% Increased
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$91.7M -$173K 5 0.1% Reduced
59
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$91.2M -$1.98M 1 1.28% Reduced
60
Frontier Capital Management
Frontier Capital Management
Massachusetts
$89.3M -$37.9M 1 0.9% Reduced
61
Credit Suisse
Credit Suisse
Switzerland
$86.4M -$4.35M 4 0.08% Reduced
62
Balyasny Asset Management
Balyasny Asset Management
Illinois
$82.8M +$49.3M 1 0.16% Increased
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.3M +$68.4M 3 0.05% New
64
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$81.7M -$19.6M 3 0.96% Reduced
65
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.6M +$755K 4 0.03% Increased
66
IP
Interval Partners
New York
$79M -$15.9M 1 2.26% Reduced
67
Driehaus Capital Management
Driehaus Capital Management
Illinois
$78.1M -$6.91M 3 0.94% Reduced
68
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$76M -$19.6M 3 0.27% Reduced
69
Wasatch Advisors
Wasatch Advisors
Utah
$75.7M +$3.02M 1 0.42% Increased
70
Barclays
Barclays
United Kingdom
$73.7M +$14M 4 0.03% Increased
71
UBS Group
UBS Group
Switzerland
$72M +$5.16M 5 0.02% Increased
72
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$67.6M +$8.2M 4 0.19% Increased
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$67.2M +$46.4M 2 0.09% Increased
74
AMF Tjänstepension
AMF Tjänstepension
Sweden
$67M +$1.47M 1 0.57% Increased
75
Two Sigma Advisers
Two Sigma Advisers
New York
$66.8M -$2.45M 3 0.16% Reduced
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