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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
IP
Interval Partners
New York
$123M -$87.3M 2 2.21% Reduced
77
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$122M +$75.4M 6 0.06% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$118M -$5.87M 6 0.1% Reduced
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M -$7.23M 4 0.03% Reduced
80
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$117M -$118M 6 0.02% Reduced
81
Barclays
Barclays
United Kingdom
$114M -$29.4M 7 0.03% Reduced
82
GAMCO Investors
GAMCO Investors
Connecticut
$112M -$23.5M 2 1.08% Reduced
83
Marshall Wace
Marshall Wace
United Kingdom
$107M +$68.8M 5 0.1% Increased
84
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$105M -$865K 1 1.18% Reduced
85
Capital International Investors
Capital International Investors
California
$101M -$13.2M 1 0.02% Reduced
86
California Public Employees Retirement System
California Public Employees Retirement System
California
$97.9M +$1.7M 4 0.06% Increased
87
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$94.9M -$19.8M 3 0.25% Reduced
88
SEI Investments
SEI Investments
Pennsylvania
$93.9M -$21.1M 4 0.09% Reduced
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$92.3M +$41.7M 3 0.07% Increased
90
SCM
Spyglass Capital Management
California
$91.4M +$12M 1 4.57% Increased
91
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$89.8M -$856K 2 2% Reduced
92
Reinhart Partners
Reinhart Partners
Wisconsin
$88.4M -$34M 1 2.65% Reduced
93
Jane Street
Jane Street
New York
$88M -$17M 6 0.01% Reduced
94
Vest Financial
Vest Financial
Virginia
$86.8M +$15.4M 1 1.1% Increased
95
Swedbank
Swedbank
Sweden
$86.7M +$58.5M 3 0.08% Increased
96
Bank of Montreal
Bank of Montreal
Ontario, Canada
$83M -$5.78M 4 0.03% Reduced
97
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$81.3M -$5.58M 5 0.11% Reduced
98
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$79.6M +$14.9M 3 2.39% Increased
99
HM Payson & Co
HM Payson & Co
Maine
$79.2M -$619K 3 1.12% Reduced
100
Two Sigma Investments
Two Sigma Investments
New York
$78.9M +$9.85M 3 0.11% Increased