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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
IIM
Ivory Investment Management
New York
$35.6M -$23.1M 1 7.19% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$34.9M +$3.7M 4 0.07% Increased
78
AQR Capital Management
AQR Capital Management
Connecticut
$34.3M +$19.5M 4 0.03% Increased
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$34.3M -$7.19M 2 0.08% Reduced
80
Westwood Holdings Group
Westwood Holdings Group
Texas
$33.1M +$34.3M 1 0.28% New
81
US Bancorp
US Bancorp
Minnesota
$32.6M +$17.1M 3 0.1% Increased
82
KBC Group
KBC Group
Belgium
$30.7M +$29.4M 2 0.27% Increased
83
LSV Asset Management
LSV Asset Management
Illinois
$29.8M +$1.28M 1 0.05% Increased
84
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.8M +$4.94M 4 0.01% Increased
85
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.7M -$5.18M 3 0.13% Reduced
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$29.3M +$1.71M 4 0.06% Increased
87
Prudential Financial
Prudential Financial
New Jersey
$29.1M -$6.9M 4 0.04% Reduced
88
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$28.8M +$10.8M 2 0.04% Increased
89
Cincinnati Insurance
Cincinnati Insurance
Ohio
$27M -$6.72M 1 0.81% Reduced
90
GAMCO Investors
GAMCO Investors
Connecticut
$26.3M -$552K 1 0.18% Reduced
91
Man Group
Man Group
United Kingdom
$25.8M +$15M 3 0.11% Increased
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$25.3M +$2.03M 3 0.06% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$25.1M +$2.76M 4 0.07% Increased
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$23.7M -$6.23M 1 0.04% Reduced
95
ACM
Atlanta Capital Management
Georgia
$23.7M +$997K 1 0.12% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$23.4M -$4.16M 4 0.02% Reduced
97
Russell Investments Group
Russell Investments Group
United Kingdom
$22.5M -$226K 4 0.05% Reduced
98
Stifel Financial
Stifel Financial
Missouri
$22.4M +$1.72M 4 0.07% Increased
99
Royce & Associates
Royce & Associates
New York
$22.3M +$2.3M 2 0.15% Increased
100
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$22M -$5.63M 1 2.46% Reduced