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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
William Blair Investment Management
William Blair Investment Management
Illinois
$199M -$42.4M 3 0.66% Reduced
52
Robeco Schweiz
Robeco Schweiz
Switzerland
$196M -$4.46M 2 4.14% Reduced
53
HSBC Holdings
HSBC Holdings
United Kingdom
$193M -$22.6M 3 0.1% Reduced
54
Raymond James Financial
Raymond James Financial
Florida
$192M +$16.4M 4 0.06% Increased
55
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$192M +$1.96M 3 1.34% Increased
56
CIP
Champlain Investment Partners
Vermont
$192M -$43.1M 3 2.44% Reduced
57
Wasatch Advisors
Wasatch Advisors
Utah
$188M -$136M 1 1.25% Reduced
58
William Blair & Company
William Blair & Company
Illinois
$188M +$5.13M 5 0.54% Increased
59
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$179M -$17M 2 1.1% Reduced
60
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$176M $0 1 3.54% Maintained
61
ProShare Advisors
ProShare Advisors
Maryland
$172M -$34.2M 4 0.25% Reduced
62
Boston Partners
Boston Partners
Massachusetts
$167M -$29.1M 1 0.18% Reduced
63
American Century Companies
American Century Companies
Missouri
$164M -$19M 4 0.08% Reduced
64
Point72 Asset Management
Point72 Asset Management
Connecticut
$159M -$38.1M 3 0.2% Reduced
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M +$19.9M 6 0.03% Increased
66
Swiss National Bank
Swiss National Bank
Switzerland
$154M +$5.71M 4 0.09% Increased
67
Adage Capital Partners
Adage Capital Partners
Massachusetts
$150M -$183M 1 0.23% Reduced
68
AllianceBernstein
AllianceBernstein
Tennessee
$150M -$52.1M 6 0.05% Reduced
69
Envestnet Asset Management
Envestnet Asset Management
Illinois
$149M +$12.5M 4 0.04% Increased
70
Federated Hermes
Federated Hermes
Pennsylvania
$149M -$5.49M 4 0.24% Reduced
71
Geneva Capital Management
Geneva Capital Management
Wisconsin
$142M -$11.6M 1 3.03% Reduced
72
CET
Clean Energy Transition
United Kingdom
$142M -$37.9M 1 9.25% Reduced
73
Commerce Bank
Commerce Bank
Missouri
$142M -$894K 2 0.69% Reduced
74
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$141M -$21.2M 1 0.88% Reduced
75
Corient Private Wealth
Corient Private Wealth
Florida
$140M -$28.6M 4 0.2% Reduced