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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.5M -$4.55M 2 0.09% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$77.8M +$91.3K 3 0.05% Increased
78
TAM
Thematics Asset Management
France
$77.8M +$3.01M 1 3.23% Increased
79
Artisan Partners
Artisan Partners
Wisconsin
$74.5M -$3.57M 1 0.11% Reduced
80
Point72 Asset Management
Point72 Asset Management
Connecticut
$73M +$41.8M 3 0.18% Increased
81
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.7M -$10.6M 4 0.19% Reduced
82
M&T Bank
M&T Bank
New York
$72M -$7.39M 3 0.25% Reduced
83
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$71.5M +$19.7M 3 0.31% Increased
84
EARNEST Partners
EARNEST Partners
Georgia
$70.4M +$15.3M 1 0.32% Increased
85
IP
Interval Partners
New York
$69.3M -$24.1M 2 1.94% Reduced
86
Rockefeller Capital Management
Rockefeller Capital Management
New York
$68.7M +$1.4M 3 0.2% Increased
87
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$68.5M +$15.9M 2 0.3% Increased
88
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$68M +$9.37M 1 2.86% Increased
89
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$67.2M +$27.2M 2 2.31% Increased
90
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.2M +$583K 1 0.05% Increased
91
Russell Investments Group
Russell Investments Group
United Kingdom
$66.4M -$3.35M 4 0.1% Reduced
92
Cincinnati Insurance
Cincinnati Insurance
Ohio
$65.3M $0 1 1.07% Maintained
93
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$65.2M +$11.4M 4 0.13% Increased
94
Primecap Management
Primecap Management
California
$64.8M $0 1 0.05% Maintained
95
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$64.4M +$11.6M 2 1.13% Increased
96
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$64.3M -$256K 2 0.25% Reduced
97
ClearBridge Investments
ClearBridge Investments
New York
$64M -$116K 1 0.05% Reduced
98
BOK Financial
BOK Financial
Oklahoma
$61.7M +$1M 3 1.12% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$61.5M -$1.22M 4 0.08% Reduced
100
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$61M +$407K 4 0.08% Increased