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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$27.4M +$157K 1 0.08% Increased
77
GAMCO Investors
GAMCO Investors
Connecticut
$26.3M -$503K 1 0.14% Reduced
78
Nuveen
Nuveen
North Carolina
$26.3M +$4.53M 1 0.15% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$25.4M +$236K 3 0.06% Increased
80
Cincinnati Insurance
Cincinnati Insurance
Ohio
$25.3M $0 1 0.89% Maintained
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$25M -$998K 3 0.05% Reduced
82
BlackRock Advisors
BlackRock Advisors
Delaware
$24.8M -$3.56M 3 0.03% Reduced
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$24.3M -$564K 2 0.06% Reduced
84
Bahl & Gaynor
Bahl & Gaynor
Ohio
$24.1M -$6.47M 1 0.34% Reduced
85
Principal Financial Group
Principal Financial Group
Iowa
$23.5M +$208K 3 0.04% Increased
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$23.1M +$1.24M 1 0.05% Increased
87
US Bancorp
US Bancorp
Minnesota
$22.9M -$827K 3 0.09% Reduced
88
First Trust Advisors
First Trust Advisors
Illinois
$22.3M +$8.27M 2 0.08% Increased
89
PGGM Investments
PGGM Investments
Netherlands
$21.8M $0 1 0.1% Maintained
90
Russell Frank Company
Russell Frank Company
Washington
$21.2M -$7.91M 3 0.04% Reduced
91
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$20.9M -$1.03M 3 0.06% Reduced
92
FAS
Formuepleje A/S
Denmark
$20.7M +$22.2M 1 2.65% New
93
ARC
Absolute Return Capital
Massachusetts
$20.4M +$12.2M 1 0.42% Increased
94
ACM
Atlanta Capital Management
Georgia
$20.4M -$536K 1 0.14% Reduced
95
RCM
Rutabaga Capital Management
Massachusetts
$19.9M +$1.34M 1 1.91% Increased
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$19.9M -$150K 3 0.06% Reduced
97
Brown Advisory
Brown Advisory
Maryland
$19.6M -$528K 1 0.06% Reduced
98
UBS Group
UBS Group
Switzerland
$19.4M +$20.7M 3 0.01% New
99
NFA
Nationwide Fund Advisors
Ohio
$17.9M +$3.03M 3 0.08% Increased
100
Granahan Investment Management
Granahan Investment Management
Massachusetts
$17.4M -$233K 1 0.51% Reduced