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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
$94M +$7.78M 4 0.15% Increased
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$91.2M +$8.12M 4 0.06% Increased
78
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$89.8M +$19.6M 2 1.75% Increased
79
Victory Capital Management
Victory Capital Management
Texas
$84.4M +$22.9M 4 0.08% Increased
80
HSBC Holdings
HSBC Holdings
United Kingdom
$83.8M +$15.7M 4 0.05% Increased
81
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$82.7M -$24.2M 2 0.26% Reduced
82
Two Sigma Investments
Two Sigma Investments
New York
$82.5M +$57.9M 3 0.18% Increased
83
Federated Hermes
Federated Hermes
Pennsylvania
$82.4M +$48.4M 3 0.18% Increased
84
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$81.2M +$8.94M 2 0.32% Increased
85
EARNEST Partners
EARNEST Partners
Georgia
$81.1M +$4.88M 1 0.35% Increased
86
Marshall Wace
Marshall Wace
United Kingdom
$80.9M +$26.4M 4 0.1% Increased
87
M&T Bank
M&T Bank
New York
$77.7M -$4.11M 3 0.26% Reduced
88
Pictet Asset Management
Pictet Asset Management
Switzerland
$77.3M -$81.4M 4 0.09% Reduced
89
BOK Financial
BOK Financial
Oklahoma
$74.6M -$246K 3 1.32% Reduced
90
Millennium Management
Millennium Management
New York
$74.5M -$139M 4 0.04% Reduced
91
Capital World Investors
Capital World Investors
California
$72.6M $0 1 0.01% Maintained
92
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$72.3M +$2.05M 4 0.29% Increased
93
Cincinnati Insurance
Cincinnati Insurance
Ohio
$70.7M $0 1 1.18% Maintained
94
Commerce Bank
Commerce Bank
Missouri
$69.1M +$873K 2 0.42% Increased
95
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$68.3M -$7.37M 4 0.09% Reduced
96
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$67.3M -$726K 4 0.32% Reduced
97
Rockefeller Capital Management
Rockefeller Capital Management
New York
$67.2M -$11M 3 0.18% Reduced
98
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$66.7M +$405K 1 0.05% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$66.6M -$860K 4 0.08% Reduced
100
SEI Investments
SEI Investments
Pennsylvania
$66.3M +$11.1M 4 0.09% Increased