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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
Welch & Forbes
Welch & Forbes
Massachusetts
$17.1M -$122K 1 0.5% Reduced
102
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17M -$2.3M 2 0.19% Reduced
103
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$16.9M +$101K 1 3.07% Increased
104
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.7M -$707K 3 0.02% Reduced
105
EARNEST Partners
EARNEST Partners
Georgia
$16.6M -$1.56M 1 0.14% Reduced
106
PFM
Parsec Financial Management
North Carolina
$16.6M +$571K 1 1.73% Increased
107
SIC
Schwartz Investment Counsel
Michigan
$16.2M +$4.61M 1 1.07% Increased
108
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16.1M -$1.59M 1 0.04% Reduced
109
M&T Bank
M&T Bank
New York
$16M +$208K 2 0.1% Increased
110
MTB
Mizuho Trust & Banking
Japan
$15.9M +$1.14M 1 0.06% Increased
111
BlackRock Japan
BlackRock Japan
Japan
$15.7M +$3.22M 1 0.06% Increased
112
Federated Hermes
Federated Hermes
Pennsylvania
$15.7M +$9.26M 1 0.05% Increased
113
Gabelli Funds
Gabelli Funds
New York
$15.3M -$99.9K 1 0.07% Reduced
114
QS Investors
QS Investors
New York
$15.2M +$15.7M 2 0.18% Increased
115
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.9M -$2.28M 3 0.02% Reduced
116
MSA
Mason Street Advisors
Wisconsin
$14.7M +$2.83M 3 0.1% Increased
117
KA
KLCM Advisors
Wisconsin
$14.4M +$2.54M 1 3.73% Increased
118
Teachers Advisors
Teachers Advisors
New York
$14.4M -$3.56M 3 0.03% Reduced
119
HSBC Holdings
HSBC Holdings
United Kingdom
$14.3M +$2.65M 1 0.03% Increased
120
Lazard Asset Management
Lazard Asset Management
New York
$14.1M -$2.43M 2 0.03% Reduced
121
Creative Planning
Creative Planning
Kansas
$14.1M +$13K 1 0.15% Increased
122
Commerce Bank
Commerce Bank
Missouri
$13.5M -$5.86M 1 0.21% Reduced
123
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$349K 3 0.02% Increased
124
Greenleaf Trust
Greenleaf Trust
Michigan
$13.5M +$2.52M 1 0.39% Increased
125
MTC
McDaniel Terry & Co
Texas
$13.4M +$463K 1 3.16% Increased