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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30M +$30.3M 1 0.07% Increased
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29.7M -$327K 3 0.03% Reduced
78
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$29.7M +$103K 1 3.34% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29.1M +$1.83M 3 0.03% Increased
80
Korea Investment Corp
Korea Investment Corp
South Korea
$27.3M -$1.76M 1 0.13% Reduced
81
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.1M -$112K 3 0.01% Reduced
82
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.1M -$3.2M 1 0.07% Reduced
83
ACM
Atlanta Capital Management
Georgia
$26.6M -$457K 1 0.14% Reduced
84
Canada Life
Canada Life
Manitoba, Canada
$25.5M -$1.05M 3 0.06% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$25.3M -$151K 2 0.06% Reduced
86
Brown Advisory
Brown Advisory
Maryland
$25.1M -$785K 1 0.08% Reduced
87
SAM
Scopus Asset Management
New York
$24.9M -$5.68M 1 0.23% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$24.7M +$3.18M 3 0.04% Increased
89
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$24.6M +$4.24M 1 2.51% Increased
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$24.5M -$807K 3 0.07% Reduced
91
HSBC Holdings
HSBC Holdings
United Kingdom
$23.8M +$4.51M 2 0.04% Increased
92
Stifel Financial
Stifel Financial
Missouri
$23.6M +$449K 3 0.07% Increased
93
Royce & Associates
Royce & Associates
New York
$23.3M -$157K 2 0.16% Reduced
94
Asset Management One
Asset Management One
Japan
$23.1M $0 1 0.05% Maintained
95
EARNEST Partners
EARNEST Partners
Georgia
$22.6M -$490K 1 0.21% Reduced
96
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22M +$20.9M 2 0.36% New
97
CM
CS McKee
Pennsylvania
$21.9M -$702K 1 1.71% Reduced
98
UBS Group
UBS Group
Switzerland
$21.5M -$6.23M 4 0.01% Reduced
99
MTC
McDaniel Terry & Co
Texas
$21.4M -$99.7K 1 3.91% Reduced
100
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.2M +$12.4M 2 0.03% Increased