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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
First Trust Advisors
First Trust Advisors
Illinois
$22.8M +$654K 2 0.06% Increased
77
Cincinnati Insurance
Cincinnati Insurance
Ohio
$22.6M $0 1 0.82% Maintained
78
ProShare Advisors
ProShare Advisors
Maryland
$22.1M +$4.08M 1 0.27% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$21.4M -$338K 3 0.05% Reduced
80
Goldman Sachs
Goldman Sachs
New York
$21M +$3.88M 3 0.01% Increased
81
Macquarie Group
Macquarie Group
Australia
$20.6M +$979K 2 0.04% Increased
82
UBS Group
UBS Group
Switzerland
$20.5M -$693K 3 0.01% Reduced
83
Principal Financial Group
Principal Financial Group
Iowa
$20.3M +$402K 2 0.03% Increased
84
Nomura Holdings
Nomura Holdings
Japan
$20.2M +$19.9M 1 0.06% Increased
85
ACM
Atlanta Capital Management
Georgia
$20M -$85.3K 1 0.15% Reduced
86
Swiss National Bank
Swiss National Bank
Switzerland
$19.3M -$113K 3 0.05% Reduced
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$18.9M -$1.01M 1 0.04% Reduced
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$18.9M -$37.2K 2 0.05% Reduced
89
AIG
American International Group
New York
$18M +$10.6M 3 0.07% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$17.7M -$1.19M 3 0.03% Reduced
91
Brown Advisory
Brown Advisory
Maryland
$17.2M +$497K 1 0.06% Increased
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$16.7M +$299K 3 0.05% Increased
93
RIM
Ranger Investment Management
Texas
$16.1M -$1.02M 1 0.95% Reduced
94
SIC
Schwartz Investment Counsel
Michigan
$16M $0 1 1.21% Maintained
95
BlackRock Advisors
BlackRock Advisors
Delaware
$15.9M -$3.98M 3 0.02% Reduced
96
NFA
Nationwide Fund Advisors
Ohio
$15.6M -$23.3K 3 0.07% Reduced
97
GAMCO Investors
GAMCO Investors
Connecticut
$15.6M -$302K 1 0.1% Reduced
98
Teachers Advisors
Teachers Advisors
New York
$15.5M +$1.13M 3 0.03% Increased
99
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$14.8M +$565K 1 2.6% Increased
100
MTB
Mizuho Trust & Banking
Japan
$14.8M +$181K 1 0.05% Increased