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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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34.3M -$9.03M 1 0.82% Reduced
77
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.2M -$9.34M 2 0.08% Reduced
78
Raymond James & Associates
Raymond James & Associates
Florida
$33.7M +$2.08M 3 0.05% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$33.4M +$22.1K 4 0.07% Increased
80
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33.3M +$14.8M 4 0.03% Increased
81
Deutsche Bank
Deutsche Bank
Germany
$30.7M -$40M 5 0.02% Reduced
82
River Road Asset Management
River Road Asset Management
Kentucky
$30.5M +$31.2M 2 0.58% New
83
Los Angeles Capital Management
Los Angeles Capital Management
California
$29.7M +$2M 3 0.16% Increased
84
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29.2M +$1.03M 3 0.4% Increased
85
Pzena Investment Management
Pzena Investment Management
New York
$29.2M -$3.91M 1 0.16% Reduced
86
Federated Hermes
Federated Hermes
Pennsylvania
$28.7M +$24.1M 2 0.07% Increased
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$28.6M -$231K 4 0.07% Reduced
88
SGAM
Smith Group Asset Management
Texas
$28.4M -$794K 1 1% Reduced
89
SC
Sasco Capital
Connecticut
$27.5M +$1.94M 1 2.99% Increased
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26.7M -$19.2K 4 0.03% Reduced
91
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$26M -$325K 3 0.07% Reduced
92
Credit Suisse
Credit Suisse
Switzerland
$26M -$13.5M 4 0.02% Reduced
93
First Eagle Investment Management
First Eagle Investment Management
New York
$25.4M $0 1 0.07% Maintained
94
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.2M +$5.92M 3 0.19% Increased
95
National Pension Service
National Pension Service
South Korea
$24.6M +$1.2M 1 0.08% Increased
96
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.4M -$5.69M 2 0.04% Reduced
97
Beck Mack & Oliver
Beck Mack & Oliver
New York
$23.8M -$4.33M 1 0.84% Reduced
98
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$23.4M +$6.21M 1 0.06% Increased
99
Brown Advisory
Brown Advisory
Maryland
$23.4M -$8.73K 1 0.07% Reduced
100
PFM
Parsec Financial Management
North Carolina
$22.8M -$510K 1 1.43% Reduced