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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
Renaissance Technologies
Renaissance Technologies
New York
$15.4M +$982K 2 0.03% Increased
102
Greenleaf Trust
Greenleaf Trust
Michigan
$14.6M -$510K 1 0.4% Reduced
103
LSV Asset Management
LSV Asset Management
Illinois
$14.4M +$2.31M 1 0.03% Increased
104
BlackRock Advisors
BlackRock Advisors
Delaware
$14.4M -$2.2M 3 0.02% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.2M -$205K 3 0.05% Reduced
106
PFM
Parsec Financial Management
North Carolina
$14.1M -$568K 1 1.4% Reduced
107
MTC
McDaniel Terry & Co
Texas
$14.1M +$642K 1 3.31% Increased
108
Granahan Investment Management
Granahan Investment Management
Massachusetts
$13.7M -$286K 1 0.5% Reduced
109
Welch & Forbes
Welch & Forbes
Massachusetts
$13.7M -$257K 1 0.43% Reduced
110
US Bancorp
US Bancorp
Minnesota
$13.3M -$815K 2 0.05% Reduced
111
Rockefeller Financial Services
Rockefeller Financial Services
New York
$13.2M -$143K 2 0.26% Reduced
112
KLC
Knowledge Leaders Capital
Colorado
$13.2M +$12.3M 1 3.61% New
113
NPIT
National Penn Investors Trust
Pennsylvania
$13M -$360K 2 1.52% Reduced
114
Stifel Financial
Stifel Financial
Missouri
$12.9M +$54.4K 2 0.07% Increased
115
TAM
Tiverton Asset Management
Delaware
$12.8M -$989K 1 0.44% Reduced
116
M&T Bank
M&T Bank
New York
$12.7M +$289K 1 0.09% Increased
117
Creative Planning
Creative Planning
Kansas
$12.6M -$20.3K 2 0.1% Reduced
118
EARNEST Partners
EARNEST Partners
Georgia
$12.5M +$26.2K 1 0.13% Increased
119
BlackRock Japan
BlackRock Japan
Japan
$12.1M -$59.3K 1 0.05% Reduced
120
KA
KLCM Advisors
Wisconsin
$11.8M -$231K 1 4.12% Reduced
121
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M +$518K 3 0.01% Increased
122
Gabelli Funds
Gabelli Funds
New York
$11.8M -$21.2K 1 0.07% Reduced
123
Personal Capital Advisors
Personal Capital Advisors
California
$11.5M +$1.04M 1 0.53% Increased
124
RAM
RWC Asset Management
United Kingdom
$11.5M +$1.6M 1 0.83% Increased
125
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.5M +$37K 3 0.09% Increased