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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$25.6M -$1.02M 1 0.05% Reduced
77
London Company of Virginia
London Company of Virginia
Virginia
$25.4M -$1.46M 1 0.17% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$24.7M -$2.39M 3 0.03% Reduced
79
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$24.5M +$23.1M 1 0.07% Increased
80
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$24.2M -$7.64M 1 0.14% Reduced
81
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$24M -$667K 2 0.03% Reduced
82
BlackRock Advisors
BlackRock Advisors
Delaware
$23.6M +$9.83M 3 0.02% Increased
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.6M +$2.24M 3 0.06% Increased
84
Jennison Associates
Jennison Associates
New York
$22.9M +$21.9M 1 0.03% New
85
Prudential Financial
Prudential Financial
New Jersey
$22.8M -$682K 3 0.04% Reduced
86
Sculptor Capital
Sculptor Capital
New York
$22.5M +$21.5M 1 0.16% New
87
LSV Asset Management
LSV Asset Management
Illinois
$22.3M +$719K 1 0.04% Increased
88
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.2M -$1.39M 2 0.53% Reduced
89
NFA
Nationwide Fund Advisors
Ohio
$21.8M +$869K 3 0.09% Increased
90
Brown Advisory
Brown Advisory
Maryland
$21.5M +$540K 1 0.08% Increased
91
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.9M -$98.4M 3 0.02% Reduced
92
ACP
Arrowgrass Capital Partners
United Kingdom
$20.6M +$19.7M 1 2.48% New
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$20.4M -$171K 2 0.05% Reduced
94
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$20.3M +$920K 1 2.76% Increased
95
CM
CS McKee
Pennsylvania
$20.3M -$6.96M 1 1.55% Reduced
96
Tocqueville Asset Management
Tocqueville Asset Management
New York
$19.8M -$1.14M 1 0.25% Reduced
97
Granahan Investment Management
Granahan Investment Management
Massachusetts
$19.8M -$820K 1 0.68% Reduced
98
SIC
Schwartz Investment Counsel
Michigan
$19.5M $0 1 1.36% Maintained
99
Asset Management One
Asset Management One
Japan
$19.4M +$17.5M 1 0.05% Increased
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$19.4M -$110K 3 0.06% Reduced