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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
101
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$119M -$65.5K 3 1.34% Reduced
102
Munro Partners
Munro Partners
Australia
$118M +$85.7M 1 2.61% Increased
103
CET
Clean Energy Transition
United Kingdom
$116M -$80.9M 1 8.07% Reduced
104
Merewether Investment Management
Merewether Investment Management
Texas
$115M -$42.5M 1 2.17% Reduced
105
Artemis Investment Management
Artemis Investment Management
United Kingdom
$114M -$53M 1 1.01% Reduced
106
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$114M -$37.2M 1 0.91% Reduced
107
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$113M -$21.7M 3 0.35% Reduced
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$112M +$43.8M 1 0.32% Increased
109
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$112M -$37M 6 0.14% Reduced
110
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M -$26.3M 4 0.08% Reduced
111
Russell Investments Group
Russell Investments Group
United Kingdom
$111M +$11.7M 6 0.1% Increased
112
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$111M +$60.7M 3 0.4% Increased
113
M&T Bank
M&T Bank
New York
$109M -$504K 4 0.32% Reduced
114
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$108M +$772K 1 0.74% Increased
115
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$108M -$767K 2 0.93% Reduced
116
Vanguard Asset Management
Vanguard Asset Management
$106M +$7.14M 4 0.07% Increased
117
Two Sigma Investments
Two Sigma Investments
New York
$105M +$5.86M 4 0.08% Increased
118
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$104M -$168M 3 0.67% Reduced
119
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$101M +$14.5M 1 0.04% Increased
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$100M -$18.5M 4 0.17% Reduced
121
Barclays
Barclays
United Kingdom
$99.3M -$25.2M 7 0.02% Reduced
122
SCM
Spyglass Capital Management
California
$98.5M -$9.63M 1 5.33% Reduced
123
Prudential Financial
Prudential Financial
New Jersey
$97.6M +$38.8M 5 0.11% Increased
124
Primecap Management
Primecap Management
California
$97.3M $0 1 0.06% Maintained
125
Quantinno Capital Management
Quantinno Capital Management
New York
$97.3M +$24.2M 4 0.12% Increased