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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
$38.3M +$300K 4 0.07% Increased
77
TCW Group
TCW Group
California
$36.7M -$5.43M 2 0.41% Reduced
78
Los Angeles Capital Management
Los Angeles Capital Management
California
$36.5M +$2.16M 3 0.18% Increased
79
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34.8M -$4.5M 2 0.77% Reduced
80
Credit Suisse
Credit Suisse
Switzerland
$34.1M +$4.06M 4 0.02% Increased
81
Pzena Investment Management
Pzena Investment Management
New York
$33.7M -$44.2K 1 0.16% Reduced
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$32.3M -$420K 4 0.08% Reduced
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$32.3M +$2.07M 3 0.08% Increased
84
Frontier Capital Management
Frontier Capital Management
Massachusetts
$31.6M +$8.75M 1 0.23% Increased
85
Deutsche Bank
Deutsche Bank
Germany
$31.1M -$3.36M 5 0.02% Reduced
86
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$29.7M +$1.97M 1 0.05% Increased
87
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29.7M -$2.08M 3 0.37% Reduced
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29.5M -$1.27M 4 0.03% Reduced
89
SGAM
Smith Group Asset Management
Texas
$29.4M -$3.23M 1 1.23% Reduced
90
FAS
Formuepleje A/S
Denmark
$28.5M -$21.4M 1 1.84% Reduced
91
Macquarie Group
Macquarie Group
Australia
$27.7M +$20.2M 2 0.04% Increased
92
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27.1M -$70.3K 1 0.07% Reduced
93
Brown Advisory
Brown Advisory
Maryland
$27M +$11.7K 1 0.07% Increased
94
Barclays
Barclays
United Kingdom
$27M +$4.52M 4 0.02% Increased
95
Federated Hermes
Federated Hermes
Pennsylvania
$26.8M -$6.06M 2 0.06% Reduced
96
National Pension Service
National Pension Service
South Korea
$26.6M -$1.66M 1 0.07% Reduced
97
EARNEST Partners
EARNEST Partners
Georgia
$26.2M +$313K 1 0.21% Increased
98
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$26.2M +$2.26M 2 0.03% Increased
99
Korea Investment Corp
Korea Investment Corp
South Korea
$26.1M +$1.89M 1 0.1% Increased
100
Beck Mack & Oliver
Beck Mack & Oliver
New York
$25.9M -$1.58M 1 0.85% Reduced