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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
Morgan Stanley
Morgan Stanley
New York
$31.2M -$27.7M 3 0.01% Reduced
77
AllianceBernstein
AllianceBernstein
Tennessee
$30.9M -$20.2M 3 0.03% Reduced
78
HSBC Holdings
HSBC Holdings
United Kingdom
$30.8M +$18.2M 1 0.07% Increased
79
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$30.3M +$24.3M 1 0.25% Increased
80
Guggenheim Capital
Guggenheim Capital
Illinois
$30M -$26M 3 0.09% Reduced
81
Credit Suisse
Credit Suisse
Switzerland
$30M -$14.4M 3 0.03% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$29.8M -$5.6M 1 0.07% Reduced
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$29.4M -$6.56M 2 0.08% Reduced
84
BlackRock Advisors
BlackRock Advisors
Delaware
$28.9M -$6.19M 3 0.03% Reduced
85
Cincinnati Insurance
Cincinnati Insurance
Ohio
$28.9M -$5.58M 1 1.07% Reduced
86
Wedge Capital Management
Wedge Capital Management
North Carolina
$28.7M -$4.98M 2 0.3% Reduced
87
Foresters Investment Management
Foresters Investment Management
New York
$28.7M -$7.82M 1 0.62% Reduced
88
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.2M -$73.7M 3 0.04% Reduced
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$28.1M -$4.77M 3 0.07% Reduced
90
US Bancorp
US Bancorp
Minnesota
$27.7M -$7.23M 2 0.11% Reduced
91
GAMCO Investors
GAMCO Investors
Connecticut
$27.6M +$259K 1 0.15% Increased
92
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.4M -$8.34M 2 0.32% Reduced
93
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$27.3M -$5.78M 3 0.06% Reduced
94
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$26.6M +$143K 3 0.53% Increased
95
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$26.5M -$6.4M 1 0.01% Reduced
96
Prudential Financial
Prudential Financial
New Jersey
$26.2M -$21.8M 3 0.05% Reduced
97
Nuveen
Nuveen
North Carolina
$26M -$4.6M 1 0.16% Reduced
98
WC
Walthausen & Co
New York
$25.7M -$2.72M 2 2.05% Reduced
99
Principal Financial Group
Principal Financial Group
Iowa
$24.9M -$2.32M 3 0.04% Reduced
100
EA
Euclid Advisors
Connecticut
$24.8M +$1.34M 1 0.19% Increased