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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$33.6M -$716K 4 0.07% Reduced
77
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$32.9M +$4.24M 1 3.57% Increased
78
Beck Mack & Oliver
Beck Mack & Oliver
New York
$32.8M -$7.69M 1 1.17% Reduced
79
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.7M -$1.33M 4 0.01% Reduced
80
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$31.2M -$11.3M 1 0.38% Reduced
81
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$30.7M +$16.1M 2 0.11% Increased
82
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$30.6M +$9.37M 2 0.06% Increased
83
SGAM
Smith Group Asset Management
Texas
$30.2M +$27.8M 1 0.98% New
84
Prudential Financial
Prudential Financial
New Jersey
$30M -$10.8M 4 0.05% Reduced
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.2M -$30.8K 4 0.08% Reduced
86
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.2M +$1.28M 3 0.4% Increased
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.5M -$137K 4 0.03% Reduced
88
Raymond James & Associates
Raymond James & Associates
Florida
$27.5M +$4.82M 3 0.04% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.2M -$61.2K 3 0.07% Reduced
90
Citadel Advisors
Citadel Advisors
Florida
$27.2M +$159K 4 0.01% Increased
91
Brown Advisory
Brown Advisory
Maryland
$27.2M +$72.8K 2 0.08% Increased
92
ACM
Atlanta Capital Management
Georgia
$27.2M -$1.12M 1 0.13% Reduced
93
Westwood Holdings Group
Westwood Holdings Group
Texas
$26.9M -$4.15M 1 0.28% Reduced
94
UBS Group
UBS Group
Switzerland
$26.9M +$556K 5 0.01% Increased
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$26.3M +$21.9M 4 0.06% Increased
96
Renaissance Technologies
Renaissance Technologies
New York
$26.1M +$20.9M 3 0.02% Increased
97
Barclays
Barclays
United Kingdom
$25.9M -$14.5M 4 0.02% Reduced
98
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.4M -$10.1M 2 0.17% Reduced
99
Harris Associates
Harris Associates
Illinois
$25.4M -$95.7M 1 0.05% Reduced
100
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$24.6M -$8.16M 2 0.03% Reduced