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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
Guggenheim Capital
Guggenheim Capital
Illinois
$34.7M +$1.13M 3 0.09% Increased
77
Gotham Asset Management
Gotham Asset Management
New York
$32.7M +$7.25M 3 0.41% Increased
78
Cincinnati Insurance
Cincinnati Insurance
Ohio
$32.1M $0 1 1.16% Maintained
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$31.8M -$968K 2 0.08% Reduced
80
BlackRock Advisors
BlackRock Advisors
Delaware
$31.6M -$607K 3 0.03% Reduced
81
US Bancorp
US Bancorp
Minnesota
$31.2M +$331K 2 0.12% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$30.7M -$601K 3 0.08% Reduced
83
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$30.6M +$206K 3 0.07% Increased
84
Wedge Capital Management
Wedge Capital Management
North Carolina
$30.4M -$1.38M 1 0.31% Reduced
85
First Trust Advisors
First Trust Advisors
Illinois
$30.4M +$12M 1 0.13% Increased
86
GAMCO Investors
GAMCO Investors
Connecticut
$29.9M +$284K 1 0.16% Increased
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$29.6M -$3.31M 1 0.07% Reduced
88
Russell Frank Company
Russell Frank Company
Washington
$29.6M +$5.46M 3 0.05% Increased
89
Foresters Investment Management
Foresters Investment Management
New York
$28.9M -$2.85M 1 0.59% Reduced
90
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$28.8M +$3.27M 1 0.21% Increased
91
VFA
Virtus Fund Advisers
Connecticut
$28M +$26.7M 3 0.2% New
92
Nuveen
Nuveen
North Carolina
$28M -$863K 1 0.17% Reduced
93
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$27.3M -$3.6M 3 0.51% Reduced
94
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27M -$4.08M 3 0.03% Reduced
95
Principal Financial Group
Principal Financial Group
Iowa
$26.9M -$1.21M 3 0.05% Reduced
96
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.6M +$8.12M 1 0.3% Increased
97
WC
Walthausen & Co
New York
$26.5M -$2.51M 2 1.95% Reduced
98
PGGM Investments
PGGM Investments
Netherlands
$26.3M +$1.21M 1 0.13% Increased
99
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$26.1M +$1.03M 1 0.54% Increased
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$25.9M -$263K 3 0.08% Reduced