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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
Natixis Advisors
Natixis Advisors
Massachusetts
$52.8M -$2.02M 2 0.22% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$52.6M -$636K 4 0.07% Reduced
78
PGGM Investments
PGGM Investments
Netherlands
$51.4M +$2.21M 1 0.27% Increased
79
APG Asset Management
APG Asset Management
Netherlands
$50.7M -$2.22M 1 0.09% Reduced
80
Prudential Financial
Prudential Financial
New Jersey
$49.1M -$11.6M 4 0.07% Reduced
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$48.5M -$16.9M 4 0.02% Reduced
82
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.4M +$1.83M 3 0.25% Increased
83
AssetMark Inc
AssetMark Inc
California
$47.3M +$658K 3 0.21% Increased
84
Credit Suisse
Credit Suisse
Switzerland
$46.9M -$4.77M 4 0.03% Reduced
85
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$46.8M -$4.6M 4 0.05% Reduced
86
Barclays
Barclays
United Kingdom
$45.6M +$8.37M 4 0.02% Increased
87
Raymond James & Associates
Raymond James & Associates
Florida
$44.1M +$2.7M 3 0.04% Increased
88
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.3M -$466K 3 0.23% Reduced
89
Royce & Associates
Royce & Associates
New York
$43M -$4.35M 2 0.32% Reduced
90
US Bancorp
US Bancorp
Minnesota
$42.7M -$516K 4 0.08% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.1M +$4.83M 4 0.02% Increased
92
OP
Oslo Pensjonsforsikring
$42M $0 1 5.6% Maintained
93
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$40.4M +$957K 1 0.39% Increased
94
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$40.1M -$10.7M 1 3.32% Reduced
95
M&T Bank
M&T Bank
New York
$39.3M +$76.7K 3 0.18% Increased
96
Frontier Capital Management
Frontier Capital Management
Massachusetts
$39.3M +$4.77M 1 0.31% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$38.7M -$38.6M 1 0.08% Reduced
98
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$38.2M +$1.13M 1 0.43% Increased
99
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.5M +$38.6M 2 0.12% Increased
100
Storebrand Asset Management
Storebrand Asset Management
Norway
$37.5M -$621K 3 0.18% Reduced