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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
First Trust Advisors
First Trust Advisors
Illinois
$48.9M -$70M 4 0.06% Reduced
77
IP
Interval Partners
New York
$48.7M -$8.22M 1 2.9% Reduced
78
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$48.5M -$2.22M 1 3.21% Reduced
79
Commerce Bank
Commerce Bank
Missouri
$48.3M -$1.65M 2 0.39% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$46.4M +$443K 4 0.07% Increased
81
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.6M +$650K 4 0.02% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$45.3M -$1.24M 4 0.04% Reduced
83
Two Sigma Investments
Two Sigma Investments
New York
$44.3M -$14M 3 0.14% Reduced
84
STRS Ohio
STRS Ohio
Ohio
$43.2M -$1.31M 4 0.2% Reduced
85
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$42.2M -$420K 4 0.04% Reduced
86
UBS Group
UBS Group
Switzerland
$41.3M +$14.2M 6 0.02% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$41.2M +$7.14M 2 0.08% Increased
88
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$40.2M +$3.1M 4 0.06% Increased
89
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$39.7M +$296K 1 2.88% Increased
90
D.E. Shaw & Co
D.E. Shaw & Co
New York
$39.4M -$28M 4 0.04% Reduced
91
SEI Investments
SEI Investments
Pennsylvania
$38.7M -$1.71M 4 0.09% Reduced
92
Prudential Financial
Prudential Financial
New Jersey
$35.5M +$1.9M 4 0.06% Increased
93
BOK Financial
BOK Financial
Oklahoma
$35.2M -$153K 2 0.65% Reduced
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$34.6M -$538K 4 0.09% Reduced
95
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$34.3M +$218K 4 0.19% Increased
96
Brown Advisory
Brown Advisory
Maryland
$34.2M +$69.5K 1 0.06% Increased
97
Primecap Management
Primecap Management
California
$33.9M -$244K 1 0.03% Reduced
98
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$33.8M +$19.8M 1 0.12% Increased
99
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.8M +$22.2M 1 0.44% Increased
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.3M -$34.6M 1 0.08% Reduced