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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
BlackRock Advisors
BlackRock Advisors
Delaware
$31.3M +$3.79M 3 0.03% Increased
77
Eaton Vance Management
Eaton Vance Management
Massachusetts
$30.5M -$505K 1 0.09% Reduced
78
Cincinnati Insurance
Cincinnati Insurance
Ohio
$28.4M $0 1 1.02% Maintained
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$28M +$1.62M 3 0.06% Increased
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.6M -$374K 2 0.07% Reduced
81
Morgan Stanley
Morgan Stanley
New York
$27.6M -$3.04M 3 0.01% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$27.3M +$549K 3 0.07% Increased
83
Wedge Capital Management
Wedge Capital Management
North Carolina
$27M +$83K 1 0.29% Increased
84
US Bancorp
US Bancorp
Minnesota
$26.4M -$1.24M 2 0.11% Reduced
85
AIM
Allen Investment Management
New York
$25M +$9.04M 1 2.07% Increased
86
Nuveen
Nuveen
North Carolina
$24.7M -$53.3K 1 0.15% Reduced
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$24.6M -$1.74M 1 0.06% Reduced
88
PGGM Investments
PGGM Investments
Netherlands
$24.5M +$1.29M 1 0.12% Increased
89
Principal Financial Group
Principal Financial Group
Iowa
$24M +$1.12M 3 0.04% Increased
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.8M +$1.4M 3 0.07% Increased
91
GAMCO Investors
GAMCO Investors
Connecticut
$23.4M +$991K 1 0.13% Increased
92
UBS
UBS
Switzerland
$23.1M +$2.75M 2 0.02% Increased
93
Brown Advisory
Brown Advisory
Maryland
$22.5M -$46.4K 1 0.07% Reduced
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$21.9M -$838K 3 0.07% Reduced
95
Commerce Bank
Commerce Bank
Missouri
$21.3M +$340K 1 0.35% Increased
96
EA
Euclid Advisors
Connecticut
$21.3M +$995K 1 0.15% Increased
97
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21M -$1.68M 2 0.25% Reduced
98
WC
Walthausen & Co
New York
$20.9M +$884K 2 1.69% Increased
99
EARNEST Partners
EARNEST Partners
Georgia
$20.2M +$21.9M 1 0.17% New
100
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$19.7M -$426K 1 0.06% Reduced