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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
Commerce Bank
Commerce Bank
Missouri
$66.7M +$350K 2 0.47% Increased
77
American Century Companies
American Century Companies
Missouri
$66.7M -$78.3M 4 0.05% Reduced
78
M&T Bank
M&T Bank
New York
$65.4M -$1.79K 3 0.24% Reduced
79
Capital International Investors
Capital International Investors
California
$65.2M +$16.8M 2 0.01% Increased
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$65.2M -$199K 3 0.05% Reduced
81
First Trust Advisors
First Trust Advisors
Illinois
$61.8M -$7.49M 4 0.07% Reduced
82
Artisan Partners
Artisan Partners
Wisconsin
$61.6M -$2.37M 1 0.09% Reduced
83
TAM
Thematics Asset Management
France
$58.2M +$689K 1 2.56% Increased
84
Victory Capital Management
Victory Capital Management
Texas
$57.8M -$17.4M 4 0.06% Reduced
85
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.8M -$120K 1 0.04% Reduced
86
VOYA Investment Management
VOYA Investment Management
Georgia
$57.2M +$9.01M 4 0.06% Increased
87
Cincinnati Insurance
Cincinnati Insurance
Ohio
$56.7M $0 1 1.02% Maintained
88
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.7M +$2.94M 3 0.19% Increased
89
Russell Investments Group
Russell Investments Group
United Kingdom
$53.9M -$5.45M 4 0.1% Reduced
90
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$53.4M +$1.65M 2 0.23% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$52.1M -$467K 4 0.07% Reduced
92
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$51.2M +$1.2M 1 3.06% Increased
93
BOK Financial
BOK Financial
Oklahoma
$50.9M +$11.5K 3 1% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$50.9M -$2.14M 4 0.04% Reduced
95
Primecap Management
Primecap Management
California
$50.8M $0 1 0.04% Maintained
96
STRS Ohio
STRS Ohio
Ohio
$50.4M +$110K 4 0.21% Increased
97
ClearBridge Investments
ClearBridge Investments
New York
$50.3M +$4.64M 1 0.04% Increased
98
Alyeska Investment Group
Alyeska Investment Group
Illinois
$49.1M +$24.8M 1 0.33% Increased
99
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$48.9M -$2.65M 4 0.07% Reduced
100
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$48.8M +$24.5M 4 0.33% Increased