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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
Cartenna Capital
Cartenna Capital
Connecticut
$87.8M +$96.1M 1 5.34% New
77
Barclays
Barclays
United Kingdom
$87.8M +$4.14M 5 0.02% Increased
78
Congress Asset Management
Congress Asset Management
Massachusetts
$82.2M -$12.1M 2 0.62% Reduced
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$80.9M -$8.05M 4 0.03% Reduced
80
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$79.1M +$57.5M 3 0.13% Increased
81
Capital World Investors
Capital World Investors
California
$76.4M +$39.8M 1 0.01% Increased
82
EARNEST Partners
EARNEST Partners
Georgia
$71.5M -$2.36M 1 0.34% Reduced
83
Woodline Partners
Woodline Partners
California
$70.5M -$10.5M 2 0.46% Reduced
84
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$70.1M +$47.7M 4 0.15% Increased
85
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$68.4M +$8.22M 4 0.29% Increased
86
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$67.5M -$10.1M 2 0.07% Reduced
87
Reinhart Partners
Reinhart Partners
Wisconsin
$67.2M +$56.3M 1 2.45% Increased
88
SEI Investments
SEI Investments
Pennsylvania
$65.8M +$13.2M 4 0.08% Increased
89
Cincinnati Insurance
Cincinnati Insurance
Ohio
$64.8M $0 1 1.13% Maintained
90
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$64.7M +$17.8M 1 0.25% Increased
91
California Public Employees Retirement System
California Public Employees Retirement System
California
$64.1M -$11M 4 0.04% Reduced
92
Allspring Global Investments
Allspring Global Investments
North Carolina
$62.5M +$27M 4 0.11% Increased
93
M&T Bank
M&T Bank
New York
$61.3M -$1.62M 3 0.22% Reduced
94
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$61M +$1.32M 1 3.03% Increased
95
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$60.6M -$924K 1 0.04% Reduced
96
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$58.3M -$12.5M 2 0.42% Reduced
97
Artemis Investment Management
Artemis Investment Management
United Kingdom
$55.9M +$19.1M 1 0.86% Increased
98
SA
Situational Awareness
California
$55M +$64.1M 1 5.47% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$54.9M -$178K 4 0.07% Reduced
100
BOK Financial
BOK Financial
Oklahoma
$54.7M +$3.08K 3 0.97% Increased