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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
Canada Life
Canada Life
Manitoba, Canada
$25.3M -$3.27M 3 0.07% Reduced
77
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.1M -$16.7M 1 0.14% Reduced
78
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$25.1M +$4.8M 2 0.27% Increased
79
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$22.7M +$17.4M 2 0.11% Increased
80
NFA
Nationwide Fund Advisors
Ohio
$22.7M +$991 3 0.09% Increased
81
Brown Advisory
Brown Advisory
Maryland
$22.6M -$454K 1 0.08% Reduced
82
GAMCO Investors
GAMCO Investors
Connecticut
$22.4M +$1.26M 2 0.14% Increased
83
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$22.2M +$393K 1 2.89% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$21.6M -$285K 2 0.06% Reduced
85
Prudential Financial
Prudential Financial
New Jersey
$21.5M -$2.82M 2 0.03% Reduced
86
Tocqueville Asset Management
Tocqueville Asset Management
New York
$21.1M -$103K 1 0.26% Reduced
87
EARNEST Partners
EARNEST Partners
Georgia
$20.3M +$88.9K 1 0.22% Increased
88
NIM
NXG Investment Management
Texas
$20.3M +$884K 1 0.56% Increased
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$20.2M -$392K 3 0.06% Reduced
90
Personal Capital Advisors
Personal Capital Advisors
California
$19.8M +$948K 1 0.5% Increased
91
CM
CS McKee
Pennsylvania
$19.6M -$2.07M 1 1.56% Reduced
92
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.4M +$3.65M 3 0.01% Increased
93
Victory Capital Management
Victory Capital Management
Texas
$19.2M -$26.5M 3 0.05% Reduced
94
Asset Management One
Asset Management One
Japan
$19.1M -$1.69M 1 0.05% Reduced
95
Janus Henderson Group
Janus Henderson Group
$18.7M -$714K 2 0.13% Reduced
96
LSV Asset Management
LSV Asset Management
Illinois
$18.5M +$246K 1 0.03% Increased
97
DnB Asset Management
DnB Asset Management
Norway
$18.1M +$3.14M 2 0.29% Increased
98
MTC
McDaniel Terry & Co
Texas
$18M +$285K 1 3.52% Increased
99
Rockefeller Financial Services
Rockefeller Financial Services
New York
$17.6M +$541K 2 0.35% Increased
100
Russell Investments Group
Russell Investments Group
United Kingdom
$17.3M +$9.37M 3 0.03% Increased