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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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$54.5M -$47.9M 3 0.16% Reduced
77
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$54.4M +$19.1M 2 0.52% Increased
78
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.7M +$656K 4 0.03% Increased
79
First Trust Advisors
First Trust Advisors
Illinois
$52M -$3.41M 4 0.06% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$51.5M -$1.11M 4 0.08% Reduced
81
Marshall Wace
Marshall Wace
United Kingdom
$50M +$43.7M 2 0.11% Increased
82
Rockefeller Capital Management
Rockefeller Capital Management
New York
$49.8M +$25.8M 3 0.21% Increased
83
Raymond James & Associates
Raymond James & Associates
Florida
$49.2M -$2.24M 4 0.04% Reduced
84
STRS Ohio
STRS Ohio
Ohio
$48.3M -$230K 4 0.21% Reduced
85
Commerce Bank
Commerce Bank
Missouri
$48.3M -$5.53M 2 0.38% Reduced
86
UBS Group
UBS Group
Switzerland
$48.3M +$1.59M 6 0.02% Increased
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$48.2M +$761K 4 0.04% Increased
88
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.5M +$46.7M 1 0.17% New
89
Driehaus Capital Management
Driehaus Capital Management
Illinois
$46.6M +$17.2M 2 0.65% Increased
90
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$46.3M +$1.64M 1 3.15% Increased
91
BOK Financial
BOK Financial
Oklahoma
$44.8M -$189K 3 0.94% Reduced
92
HSBC Holdings
HSBC Holdings
United Kingdom
$44M +$12.3M 3 0.05% Increased
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$43.5M -$1.91M 4 0.06% Reduced
94
APG Asset Management
APG Asset Management
Netherlands
$42.6M +$359K 1 0.09% Increased
95
Westfield Capital Management
Westfield Capital Management
Massachusetts
$42.1M +$21.3M 1 0.3% Increased
96
GF
Greenhouse Funds
Maryland
$41.4M -$15.7M 1 3.46% Reduced
97
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40.3M -$5.33M 4 0.04% Reduced
98
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.3M +$1.26M 1 0.14% Increased
99
SEI Investments
SEI Investments
Pennsylvania
$39M -$5.48M 4 0.07% Reduced
100
Two Sigma Investments
Two Sigma Investments
New York
$38.6M -$10.9M 3 0.11% Reduced
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