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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$30.1M -$2.37M 2 0.08% Reduced
77
PIP
Permian Investment Partners
Texas
$29.2M -$29.4M 1 4.86% Reduced
78
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.1M -$14.8M 2 0.21% Reduced
79
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$29M -$39.2M 2 0.11% Reduced
80
Credit Suisse
Credit Suisse
Switzerland
$26.8M +$6.75M 4 0.03% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.6M -$248K 4 0.06% Reduced
82
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.4M -$3.05M 4 0.01% Reduced
83
Cincinnati Insurance
Cincinnati Insurance
Ohio
$26.2M $0 1 0.81% Maintained
84
Westwood Holdings Group
Westwood Holdings Group
Texas
$26M -$409K 1 0.3% Reduced
85
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$25.9M +$8.66M 1 0.66% Increased
86
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$25.5M -$1.75M 2 0.02% Reduced
87
AssetMark Inc
AssetMark Inc
California
$25.2M +$29M 2 0.24% Increased
88
KBC Group
KBC Group
Belgium
$24M -$1.56M 2 0.27% Reduced
89
ACM
Argent Capital Management
Missouri
$23.8M -$21.5M 1 1.2% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$22.6M -$468K 4 0.07% Reduced
91
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$22.5M +$14M 2 0.87% Increased
92
Gotham Asset Management
Gotham Asset Management
New York
$22.2M +$3.03M 3 0.35% Increased
93
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.2M -$1.74M 1 0.04% Reduced
94
ACM
Atlanta Capital Management
Georgia
$21.6M -$715K 1 0.12% Reduced
95
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$21.4M -$389K 1 2.61% Reduced
96
Citadel Advisors
Citadel Advisors
Florida
$21.2M -$108M 4 0.01% Reduced
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$21.1M -$854K 4 0.02% Reduced
98
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$21.1M -$1.64M 3 0.06% Reduced
99
UBS Group
UBS Group
Switzerland
$20.6M -$6.67M 5 0.01% Reduced
100
Brown Advisory
Brown Advisory
Maryland
$20.5M -$267K 2 0.07% Reduced