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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$41.9M +$2.03M 1 0.75% Increased
77
UBS Group
UBS Group
Switzerland
$40.6M -$2.45M 6 0.02% Reduced
78
Two Sigma Investments
Two Sigma Investments
New York
$40.2M +$33.8M 1 0.13% Increased
79
Renaissance Technologies
Renaissance Technologies
New York
$40.1M +$9.9M 3 0.05% Increased
80
Wasatch Advisors
Wasatch Advisors
Utah
$39.9M -$5.57M 1 0.25% Reduced
81
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$39.9M -$12.3M 4 0.01% Reduced
82
STRS Ohio
STRS Ohio
Ohio
$39.6M -$2.51M 3 0.18% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$39.4M -$210K 4 0.06% Reduced
84
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$39.3M +$31.2M 2 0.29% Increased
85
GF
Greenhouse Funds
Maryland
$38.9M +$2.13M 1 4.29% Increased
86
SEI Investments
SEI Investments
Pennsylvania
$38M +$5.87M 3 0.08% Increased
87
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.5M -$3.38M 5 0.02% Reduced
88
Two Sigma Advisers
Two Sigma Advisers
New York
$37.3M +$25.4M 3 0.11% Increased
89
Raymond James & Associates
Raymond James & Associates
Florida
$36.6M +$656K 3 0.04% Increased
90
US Bancorp
US Bancorp
Minnesota
$36.4M -$238K 4 0.07% Reduced
91
Frontier Capital Management
Frontier Capital Management
Massachusetts
$36.4M +$67.6K 1 0.42% Increased
92
Citadel Advisors
Citadel Advisors
Florida
$35.7M +$20M 4 0.01% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$34.5M -$72.8M 4 0.03% Reduced
94
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$34.3M +$605K 1 2.8% Increased
95
GAMCO Investors
GAMCO Investors
Connecticut
$34M -$206K 1 0.37% Reduced
96
FAS
Formuepleje A/S
Denmark
$33.8M -$7.58M 1 2.07% Reduced
97
Royce & Associates
Royce & Associates
New York
$33M -$1.44M 2 0.34% Reduced
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$32.6M -$2.95M 4 0.04% Reduced
99
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$31.9M +$13.2M 2 0.31% Increased
100
Victory Capital Management
Victory Capital Management
Texas
$31.9M -$32M 4 0.04% Reduced