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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
Russell Investments Group
Russell Investments Group
United Kingdom
$34.9M +$21M 4 0.08% Increased
77
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34M +$6.96M 1 0.47% Increased
78
Allianz Asset Management
Allianz Asset Management
Germany
$33.8M +$18.3M 1 0.04% Increased
79
US Bancorp
US Bancorp
Minnesota
$33.6M -$1.41M 3 0.08% Reduced
80
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.5M -$927K 2 0.05% Reduced
81
KBC Group
KBC Group
Belgium
$32.3M +$5.76M 2 0.19% Increased
82
SAM
Scopus Asset Management
New York
$31.4M -$13.7M 1 0.61% Reduced
83
Pzena Investment Management
Pzena Investment Management
New York
$31.3M -$266K 1 0.2% Reduced
84
Fidelity Investments
Fidelity Investments
Massachusetts
$31.1M -$1.13M 3 0% Reduced
85
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.1M -$3.22M 4 0.01% Reduced
86
Natixis Advisors
Natixis Advisors
Massachusetts
$31.1M +$960K 2 0.2% Increased
87
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$30.8M -$4.71M 1 0.1% Reduced
88
NIMC
NWQ Investment Management Company
California
$30.8M +$16.4M 1 1.39% Increased
89
Janus Henderson Group
Janus Henderson Group
$30.6M +$17.6M 1 0.02% Increased
90
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$29.2M +$137K 3 0.07% Increased
91
UBS Group
UBS Group
Switzerland
$29.1M +$10.1M 5 0.01% Increased
92
Credit Suisse
Credit Suisse
Switzerland
$29.1M +$1.38M 3 0.02% Increased
93
AssetMark Inc
AssetMark Inc
California
$28.7M +$1.86M 2 0.19% Increased
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$28.2M -$233K 4 0.06% Reduced
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$28M +$8.7M 2 0.03% Increased
96
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.5M +$14.8M 2 0.14% Increased
97
Storebrand Asset Management
Storebrand Asset Management
Norway
$27M +$2.5M 2 0.19% Increased
98
Comerica Bank
Comerica Bank
Texas
$26.9M +$2.47M 4 0.19% Increased
99
Renaissance Technologies
Renaissance Technologies
New York
$26.1M +$1.23M 5 0.03% Increased
100
Brown Advisory
Brown Advisory
Maryland
$25.7M +$123K 1 0.05% Increased