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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
STRS Ohio
STRS Ohio
Ohio
$29M +$6.01M 4 0.13% Increased
77
Fidelity Investments
Fidelity Investments
Massachusetts
$28.8M -$15M 4 0% Reduced
78
Pzena Investment Management
Pzena Investment Management
New York
$28.2M -$76K 1 0.18% Reduced
79
CRM
Cramer Rosenthal McGlynn
Connecticut
$27.7M -$1.66M 1 1.12% Reduced
80
Natixis Advisors
Natixis Advisors
Massachusetts
$27.3M +$11.5M 2 0.18% Increased
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M +$2.31M 4 0.02% Increased
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M +$948K 3 0.07% Increased
83
Robeco Schweiz
Robeco Schweiz
Switzerland
$26.2M +$10.5M 1 0.94% Increased
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$26M -$689K 4 0.06% Reduced
85
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.8M +$16.3M 3 0.13% Increased
86
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.7M -$25.1M 2 0.22% Reduced
87
Credit Suisse
Credit Suisse
Switzerland
$25M -$13.5M 4 0.02% Reduced
88
AssetMark Inc
AssetMark Inc
California
$23.9M +$4.81M 2 0.17% Increased
89
KBC Group
KBC Group
Belgium
$23.7M +$3.1M 2 0.16% Increased
90
Renaissance Technologies
Renaissance Technologies
New York
$23M -$13.9M 5 0.02% Reduced
91
Brown Advisory
Brown Advisory
Maryland
$22.8M +$110K 1 0.05% Increased
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$22.6M +$3.61M 4 0.04% Increased
93
BOK Financial
BOK Financial
Oklahoma
$22.5M +$965K 2 0.53% Increased
94
Victory Capital Management
Victory Capital Management
Texas
$22.4M +$11M 4 0.03% Increased
95
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$22.2M +$16.5M 2 0.57% Increased
96
Storebrand Asset Management
Storebrand Asset Management
Norway
$21.8M +$1M 2 0.18% Increased
97
Comerica Bank
Comerica Bank
Texas
$21.7M +$518K 4 0.17% Increased
98
National Pension Service
National Pension Service
South Korea
$21.5M -$826K 1 0.06% Reduced
99
ACM
Atlanta Capital Management
Georgia
$20.9M +$1.06M 1 0.09% Increased
100
SGAM
Smith Group Asset Management
Texas
$20.7M -$1.57M 1 1.14% Reduced