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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
UBS
UBS
Switzerland
$24.7M -$362K 2 0.03% Reduced
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.5M +$3.41M 2 0.11% Increased
103
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.2M +$22.2M 1 0.51% New
104
KCM
Kames Capital Management
United Kingdom
$22.5M +$19.4M 1 0.7% Increased
105
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$22.5M +$1.05M 1 0.49% Increased
106
BlackRock Advisors
BlackRock Advisors
Delaware
$22.4M -$987K 3 0.02% Reduced
107
Guggenheim Capital
Guggenheim Capital
Illinois
$21.9M +$4.85M 2 0.08% Increased
108
EA
Euclid Advisors
Connecticut
$21.8M +$811K 1 0.22% Increased
109
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$21.8M +$62.1K 1 4.5% Increased
110
RCM
Rutabaga Capital Management
Massachusetts
$21.7M -$3.16M 1 2.36% Reduced
111
Welch & Forbes
Welch & Forbes
Massachusetts
$21.6M +$20.4K 1 0.73% Increased
112
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$21.2M +$130K 1 1.45% Increased
113
Citigroup
Citigroup
New York
$21.1M +$1.09M 3 0.02% Increased
114
Kennedy Capital Management
Kennedy Capital Management
Missouri
$20.9M +$160K 3 0.41% Increased
115
PFM
Parsec Financial Management
North Carolina
$20.2M +$37.8K 1 2.62% Increased
116
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$20.2M +$12.7M 3 0.48% Increased
117
Barclays
Barclays
United Kingdom
$20.2M -$2.48M 3 0.02% Reduced
118
Jennison Associates
Jennison Associates
New York
$19.7M -$6.06M 1 0.02% Reduced
119
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$19.5M -$464K 1 0.31% Reduced
120
Allianz Asset Management
Allianz Asset Management
Germany
$18.9M +$9.54M 1 0.03% Increased
121
MTB
Mizuho Trust & Banking
Japan
$18.8M $0 1 0.08% Maintained
122
ACM
Atlanta Capital Management
Georgia
$18.8M -$5.63M 1 0.13% Reduced
123
Munder Capital Management
Munder Capital Management
Michigan
$18.5M +$806K 1 0.15% Increased
124
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$18.5M +$330K 1 1.33% Increased
125
Commerce Bank
Commerce Bank
Missouri
$18.5M +$290K 1 0.33% Increased
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