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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$44.7M -$41.4M 1 0.16% Reduced
77
Natixis Advisors
Natixis Advisors
Massachusetts
$44.7M +$1.39M 2 0.19% Increased
78
Cincinnati Insurance
Cincinnati Insurance
Ohio
$43M $0 1 0.98% Maintained
79
GAMCO Investors
GAMCO Investors
Connecticut
$41.5M -$260K 1 0.49% Reduced
80
Commerce Bank
Commerce Bank
Missouri
$41.4M -$7.55M 2 0.36% Reduced
81
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.5M +$1M 4 0.01% Increased
82
Wasatch Advisors
Wasatch Advisors
Utah
$40.2M +$991K 1 0.28% Increased
83
GF
Greenhouse Funds
Maryland
$39.7M +$420K 1 4.53% Increased
84
Raymond James & Associates
Raymond James & Associates
Florida
$38.6M +$3.09M 3 0.04% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$38.4M -$123K 4 0.06% Reduced
86
STRS Ohio
STRS Ohio
Ohio
$38.1M -$272K 4 0.18% Reduced
87
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.5M +$1.14M 4 0.02% Increased
88
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.3M +$7.78M 2 0.06% Increased
89
Millennium Management
Millennium Management
New York
$36.9M -$4.63M 4 0.02% Reduced
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$36.5M +$3.49M 4 0.04% Increased
91
AMF Tjänstepension
AMF Tjänstepension
Sweden
$35.7M +$7.76M 1 0.42% Increased
92
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$34M +$1.07M 1 2.76% Increased
93
SEI Investments
SEI Investments
Pennsylvania
$33.5M -$4.04M 3 0.07% Reduced
94
Royce & Associates
Royce & Associates
New York
$33.4M -$4.89M 3 0.38% Reduced
95
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$33.2M -$11.2K 1 2.38% Reduced
96
Rockefeller Capital Management
Rockefeller Capital Management
New York
$32.8M -$10.2M 3 0.17% Reduced
97
US Bancorp
US Bancorp
Minnesota
$31.4M -$4.86M 4 0.06% Reduced
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$31M -$985K 4 0.04% Reduced
99
APG Asset Management
APG Asset Management
Netherlands
$29.7M -$2.11M 2 0.08% Reduced
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$29.7M -$1.33M 3 0.08% Reduced