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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
Russell Frank Company
Russell Frank Company
Washington
$24.6M -$2.1M 3 0.04% Reduced
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$23.5M -$6.54M 3 0.08% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.3M -$5.54M 3 0.07% Reduced
104
RCM
Rutabaga Capital Management
Massachusetts
$23.3M +$459K 1 2.25% Increased
105
Brown Advisory
Brown Advisory
Maryland
$23.1M -$4.66M 1 0.07% Reduced
106
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$22.8M +$108K 1 0.17% Increased
107
PGGM Investments
PGGM Investments
Netherlands
$22.5M -$21.9M 1 0.12% Reduced
108
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$22.5M -$2.71M 1 0.5% Reduced
109
Gotham Asset Management
Gotham Asset Management
New York
$22.3M +$3.79M 3 0.34% Increased
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.3M -$6.69M 3 0.04% Reduced
111
UBS
UBS
Switzerland
$21.7M -$4.29M 2 0.02% Reduced
112
Commerce Bank
Commerce Bank
Missouri
$21.2M -$3.51M 1 0.36% Reduced
113
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$21M -$2.11M 2 0.43% Reduced
114
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$20.8M -$41.4M 1 0.06% Reduced
115
OAM
Origin Asset Management
United Kingdom
$20.6M -$6.17M 1 1.37% Reduced
116
Munder Capital Management
Munder Capital Management
Michigan
$20.4M +$1.3M 1 0.15% Increased
117
Welch & Forbes
Welch & Forbes
Massachusetts
$19.7M -$4M 1 0.62% Reduced
118
MTB
Mizuho Trust & Banking
Japan
$19.6M -$4.11M 1 0.07% Reduced
119
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$19.6M -$469K 1 0.18% Reduced
120
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$18.8M -$4.54M 1 3.72% Reduced
121
ACM
Atlanta Capital Management
Georgia
$18.7M -$241K 1 0.13% Reduced
122
PFM
Parsec Financial Management
North Carolina
$18.4M -$3.14M 1 2.08% Reduced
123
Granahan Investment Management
Granahan Investment Management
Massachusetts
$18.4M -$383K 1 0.49% Reduced
124
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.7M -$3.72M 1 1.05% Reduced
125
KCM
Kames Capital Management
United Kingdom
$16.7M -$5.16M 1 0.53% Reduced