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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
76
Eagle Asset Management
Eagle Asset Management
Florida
$35.4M +$9.95M 1 0.18% Increased
77
Charles Schwab
Charles Schwab
California
$35.2M +$504K 3 0.07% Increased
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$34.3M -$1.56M 2 0.09% Reduced
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$33.7M -$965K 1 0.1% Reduced
80
Nordea Investment Management
Nordea Investment Management
Sweden
$32.9M +$9.39M 1 0.18% Increased
81
Prudential Financial
Prudential Financial
New Jersey
$32.7M +$5.09M 3 0.07% Increased
82
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$32.1M -$5.96M 2 0.21% Reduced
83
Foresters Investment Management
Foresters Investment Management
New York
$31.9M +$473K 1 0.78% Increased
84
Cincinnati Insurance
Cincinnati Insurance
Ohio
$31.7M $0 1 1.29% Maintained
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$30.3M -$232K 1 0.08% Reduced
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.2M +$895K 3 0.09% Increased
87
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$29.9M +$633K 3 0.08% Increased
88
WC
Walthausen & Co
New York
$29.5M +$500K 2 2.34% Increased
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29M -$1.45M 3 0.09% Reduced
90
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$29M +$8.27M 1 2.49% Increased
91
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.6M -$1.95M 1 0.02% Reduced
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.2M -$187K 3 0.09% Reduced
93
SM
Seminole Management
New York
$28.1M +$2.83M 1 1.77% Increased
94
GAMCO Investors
GAMCO Investors
Connecticut
$27.9M -$1.03M 1 0.16% Reduced
95
ARC
Absolute Return Capital
Massachusetts
$27.6M -$28.9M 1 0.38% Reduced
96
Nuveen
Nuveen
North Carolina
$27.2M -$1.22M 1 0.18% Reduced
97
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26.2M +$25.1M 2 0.16% New
98
Brown Advisory
Brown Advisory
Maryland
$25.5M -$24.1K 1 0.09% Reduced
99
OAM
Origin Asset Management
United Kingdom
$25.2M +$6.03M 1 1.88% Increased
100
Principal Financial Group
Principal Financial Group
Iowa
$24.9M -$271K 3 0.05% Reduced