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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
Select Equity Group
Select Equity Group
New York
$55.4M +$53.6M 1 0.21% New
77
TAM
Thematics Asset Management
France
$55.4M +$10M 1 2.65% Increased
78
Barclays
Barclays
United Kingdom
$55.1M +$31.4M 4 0.04% Increased
79
Cincinnati Insurance
Cincinnati Insurance
Ohio
$54.5M $0 1 1.04% Maintained
80
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$54.4M -$279K 4 0.15% Reduced
81
Commerce Bank
Commerce Bank
Missouri
$54.2M -$1.7M 2 0.41% Reduced
82
Raymond James & Associates
Raymond James & Associates
Florida
$52.8M +$1.16M 4 0.04% Increased
83
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.2M -$2.39M 4 0.02% Reduced
84
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.3M +$10M 1 0.33% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$51.1M -$1.68M 4 0.07% Reduced
86
STRS Ohio
STRS Ohio
Ohio
$49.4M +$1.6M 4 0.21% Increased
87
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$49.4M -$7.21M 3 0.42% Reduced
88
Two Sigma Investments
Two Sigma Investments
New York
$48.6M +$7.84M 3 0.12% Increased
89
Voloridge Investment Management
Voloridge Investment Management
Florida
$48.6M -$13.7M 2 0.23% Reduced
90
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.8M -$931K 3 0.19% Reduced
91
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$46M +$940K 1 2.96% Increased
92
Wedge Capital Management
Wedge Capital Management
North Carolina
$45.7M -$14M 2 0.73% Reduced
93
Artemis Investment Management
Artemis Investment Management
United Kingdom
$45.5M +$39.1M 1 0.57% New
94
HSBC Holdings
HSBC Holdings
United Kingdom
$44.7M +$760K 4 0.05% Increased
95
Primecap Management
Primecap Management
California
$44.4M -$906K 1 0.04% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$44.2M -$3.34M 4 0.04% Reduced
97
BOK Financial
BOK Financial
Oklahoma
$43.8M -$73.9K 3 0.89% Reduced
98
Driehaus Capital Management
Driehaus Capital Management
Illinois
$43.4M -$9.21M 2 0.55% Reduced
99
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$43.4M +$42M 1 0.7% New
100
GF
Greenhouse Funds
Maryland
$42.9M -$5.87M 1 3.35% Reduced