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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
Allspring Global Investments
Allspring Global Investments
North Carolina
$75.5M +$24.1M 4 0.12% Increased
77
Commerce Bank
Commerce Bank
Missouri
$72.9M -$15.5M 2 0.47% Reduced
78
EARNEST Partners
EARNEST Partners
Georgia
$71.5M -$130K 1 0.33% Reduced
79
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$71M +$5.61M 2 1.34% Increased
80
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.6M +$4.74M 3 0.27% Increased
81
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$68.6M +$5.91M 4 0.09% Increased
82
Rockefeller Capital Management
Rockefeller Capital Management
New York
$68.4M -$328K 3 0.19% Reduced
83
Cincinnati Insurance
Cincinnati Insurance
Ohio
$66.5M $0 1 1.1% Maintained
84
Barclays
Barclays
United Kingdom
$66.1M -$26.1M 4 0.02% Reduced
85
Primecap Management
Primecap Management
California
$65.8M $0 1 0.05% Maintained
86
Two Sigma Advisers
Two Sigma Advisers
New York
$64.6M -$33.8M 3 0.14% Reduced
87
ClearBridge Investments
ClearBridge Investments
New York
$64.3M -$745K 1 0.05% Reduced
88
HSBC Holdings
HSBC Holdings
United Kingdom
$64M +$2.32M 3 0.04% Increased
89
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$63.9M +$16.3M 4 0.27% Increased
90
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$63.7M +$3.71M 4 0.36% Increased
91
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$63.2M -$8.06M 1 2.39% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.1M +$479K 4 0.08% Increased
93
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$62.4M -$6.01M 1 0.05% Reduced
94
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$61.5M +$713K 1 3.34% Increased
95
BOK Financial
BOK Financial
Oklahoma
$61.2M -$87.3K 4 1.1% Reduced
96
Raymond James & Associates
Raymond James & Associates
Florida
$60.6M -$858K 4 0.04% Reduced
97
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$60.5M -$14.7M 4 0.16% Reduced
98
Eagle Asset Management
Eagle Asset Management
Florida
$59.9M +$17.7M 2 0.32% Increased
99
TAM
Thematics Asset Management
France
$59.4M -$20M 1 2.42% Reduced
100
William Blair & Company
William Blair & Company
Illinois
$58.9M +$41.9M 3 0.18% Increased