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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
APG Asset Management
APG Asset Management
Netherlands
$24.2M -$55.5M 1 0.04% Reduced
77
ACM
Atlanta Capital Management
Georgia
$23.5M -$1.09M 1 0.16% Reduced
78
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$23.1M +$592K 2 0.54% Increased
79
Renaissance Technologies
Renaissance Technologies
New York
$22.4M -$508K 3 0.04% Reduced
80
Prudential Financial
Prudential Financial
New Jersey
$22.3M -$1.07M 3 0.04% Reduced
81
CIBC World Markets
CIBC World Markets
New York
$22.1M +$21.5M 1 0.42% New
82
Tocqueville Asset Management
Tocqueville Asset Management
New York
$20.6M -$1.94M 1 0.25% Reduced
83
Brown Advisory
Brown Advisory
Maryland
$20.6M -$12.7K 1 0.07% Reduced
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$20.5M +$920K 3 0.06% Increased
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.2M -$2.02M 2 0.05% Reduced
86
GAMCO Investors
GAMCO Investors
Connecticut
$19.9M $0 1 0.13% Maintained
87
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$19.5M -$10.1M 1 0.08% Reduced
88
NFA
Nationwide Fund Advisors
Ohio
$19.3M +$177K 3 0.08% Increased
89
SIC
Schwartz Investment Counsel
Michigan
$19.2M $0 1 1.37% Maintained
90
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$19M +$630K 1 2.81% Increased
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$18.9M -$286K 3 0.06% Reduced
92
Teachers Advisors
Teachers Advisors
New York
$18.8M -$3.41M 3 0.03% Reduced
93
RAM
RWC Asset Management
United Kingdom
$18.4M +$1.65M 1 1.12% Increased
94
MTB
Mizuho Trust & Banking
Japan
$18.1M +$113K 1 0.05% Increased
95
DnB Asset Management
DnB Asset Management
Norway
$17.8M +$367K 2 0.35% Increased
96
UBS Group
UBS Group
Switzerland
$17.5M -$311K 4 0.01% Reduced
97
LSV Asset Management
LSV Asset Management
Illinois
$17.1M +$239K 1 0.03% Increased
98
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$16.8M +$11.7M 1 0.53% Increased
99
Granahan Investment Management
Granahan Investment Management
Massachusetts
$16.5M +$1.01M 1 0.54% Increased
100
MTC
McDaniel Terry & Co
Texas
$16.2M +$214K 1 3.47% Increased