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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
UBS Group
UBS Group
Switzerland
$25.8M +$7.35M 3 0.02% Increased
77
GAMCO Investors
GAMCO Investors
Connecticut
$25.6M -$437K 1 0.13% Reduced
78
Cincinnati Insurance
Cincinnati Insurance
Ohio
$24.4M $0 1 0.88% Maintained
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$24.3M -$414K 3 0.06% Reduced
80
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$23.2M -$1.06M 3 0.05% Reduced
81
Principal Financial Group
Principal Financial Group
Iowa
$23.2M -$255K 2 0.03% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$23M -$557K 2 0.06% Reduced
83
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$22.9M +$629K 1 0.05% Increased
84
Prudential Financial
Prudential Financial
New Jersey
$22.1M -$20.6M 3 0.04% Reduced
85
ACM
Atlanta Capital Management
Georgia
$21.8M -$461K 1 0.15% Reduced
86
AQR Capital Management
AQR Capital Management
Connecticut
$20.4M -$14.8M 3 0.05% Reduced
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$20.2M -$142K 3 0.06% Reduced
88
RCM
Rutabaga Capital Management
Massachusetts
$19.7M -$48.4K 1 1.95% Reduced
89
Swiss National Bank
Swiss National Bank
Switzerland
$19.3M +$6.93M 3 0.05% Increased
90
Granahan Investment Management
Granahan Investment Management
Massachusetts
$19.3M +$1.99M 1 0.55% Increased
91
Brown Advisory
Brown Advisory
Maryland
$18.9M -$461 1 0.06% Reduced
92
Bank of Montreal
Bank of Montreal
Ontario, Canada
$18.7M +$2.69M 3 0.02% Increased
93
PGGM Investments
PGGM Investments
Netherlands
$18.6M -$2.57M 1 0.09% Reduced
94
US Bancorp
US Bancorp
Minnesota
$18.4M -$3.93M 3 0.07% Reduced
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18M +$4.45M 3 0.02% Increased
96
SIC
Schwartz Investment Counsel
Michigan
$18M +$2.5M 1 1.19% Increased
97
NFA
Nationwide Fund Advisors
Ohio
$17.5M -$119K 3 0.07% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$17.4M -$2.05M 3 0.06% Reduced
99
KA
KLCM Advisors
Wisconsin
$16.7M +$2.26M 1 4.63% Increased
100
Federated Hermes
Federated Hermes
Pennsylvania
$16.4M +$1.27M 1 0.05% Increased