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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
Janus Henderson Group
Janus Henderson Group
$15.8M -$93.5K 2 0.12% Reduced
102
Welch & Forbes
Welch & Forbes
Massachusetts
$15.5M +$283K 1 0.54% Increased
103
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$15.2M -$4.28M 1 0.48% Reduced
104
Truist Financial
Truist Financial
North Carolina
$15.1M +$155K 2 0.31% Increased
105
PFM
Parsec Financial Management
North Carolina
$15M -$387K 1 1.35% Reduced
106
US Bancorp
US Bancorp
Minnesota
$14.8M +$10.2K 2 0.05% Increased
107
Creative Planning
Creative Planning
Kansas
$14.5M +$62.9K 3 0.09% Increased
108
BlackRock Japan
BlackRock Japan
Japan
$14.3M +$171K 1 0.05% Increased
109
Rockefeller Financial Services
Rockefeller Financial Services
New York
$14.2M $0 2 0.3% Maintained
110
Personal Capital Advisors
Personal Capital Advisors
California
$14.1M +$1.27M 1 0.48% Increased
111
EARNEST Partners
EARNEST Partners
Georgia
$13.6M -$431K 1 0.14% Reduced
112
CIM
Calvert Investment Management
Maryland
$13.4M -$1.47M 1 0.49% Reduced
113
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$13.4M +$2.17M 2 0.17% Increased
114
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.3M +$904K 3 0.01% Increased
115
BlackRock Advisors
BlackRock Advisors
Delaware
$12.9M -$4.01M 3 0.01% Reduced
116
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M -$445K 3 0.02% Reduced
117
KA
KLCM Advisors
Wisconsin
$12.8M -$268K 1 4.07% Reduced
118
M&T Bank
M&T Bank
New York
$12.6M -$788K 1 0.08% Reduced
119
Gabelli Funds
Gabelli Funds
New York
$12.6M $0 1 0.07% Maintained
120
Gotham Asset Management
Gotham Asset Management
New York
$12.4M -$900K 1 0.16% Reduced
121
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$12.2M $0 1 0.82% Maintained
122
Fidelity Investments
Fidelity Investments
Massachusetts
$11.5M +$929K 3 0% Increased
123
Burney Company
Burney Company
Virginia
$11.5M +$352K 1 0.81% Increased
124
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.4M +$1.5M 3 0.07% Increased
125
Lazard Asset Management
Lazard Asset Management
New York
$11.4M +$2.49M 2 0.02% Increased