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 |
Marshall Wace
London,
United Kingdom
| $19.2M | +$14.4M | 1 | 0.13% | Increased |
|
| 102 |
EARNEST Partners
Atlanta,
Georgia
| $18.9M | +$4.86M | 1 | 0.21% | Increased |
|
| 103 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $18.8M | +$3.34M | 2 | 0.22% | Increased |
|
| 104 |
RAM
RWC Asset Management
London,
United Kingdom
| $18.8M | +$68.5K | 1 | 1.14% | Increased |
|
| 105 |
Janus Henderson Group
London,
| $18.2M | +$201K | 2 | 0.13% | Increased |
|
| 106 |
NIM
NXG Investment Management
Dallas,
Texas
| $18.1M | +$17.3M | 1 | 0.54% | New |
|
| 107 |
Lazard Asset Management
New York
| $17.9M | +$3.63M | 2 | 0.04% | Increased |
|
| 108 |
DnB Asset Management
Oslo,
Norway
| $17.9M | -$3.42M | 2 | 0.33% | Reduced |
|
| 109 |
Personal Capital Advisors
Redwood City,
California
| $17.8M | +$1.19M | 1 | 0.53% | Increased |
|
| 110 |
Gabelli Funds
Rye,
New York
| $17.1M | +$1.2M | 2 | 0.1% | Increased |
|
| 111 |
MTC
McDaniel Terry & Co
Austin,
Texas
| $16.5M | -$20.2K | 1 | 3.42% | Reduced |
|
| 112 |
Rockefeller Financial Services
New York
| $15.9M | -$7.51K | 2 | 0.32% | Reduced |
|
| 113 |
Welch & Forbes
Boston,
Massachusetts
| $15.8M | +$1.62K | 1 | 0.47% | Increased |
|
| 114 |
LM
Luminus Management
Houston,
Texas
| $15.2M | +$4.3M | 1 | 0.34% | Increased |
|
| 115 |
PFM
Parsec Financial Management
Asheville,
North Carolina
| $14.8M | -$394K | 1 | 1.29% | Reduced |
|
| 116 |
Creative Planning
Overland Park,
Kansas
| $14.7M | -$43.1K | 3 | 0.09% | Reduced |
|
| 117 |
BlackRock Japan
Tokyo,
Japan
| $14.7M | +$101K | 1 | 0.05% | Increased |
|
| 118 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14.6M | +$987K | 3 | 0.01% | Increased |
|
| 119 |
US Bancorp
Minneapolis,
Minnesota
| $14.6M | -$614K | 2 | 0.05% | Reduced |
|
| 120 |
D.E. Shaw & Co
New York
| $14.6M | +$8.06M | 2 | 0.02% | Increased |
|
| 121 |
Citadel Advisors
Miami,
Florida
| $14.5M | -$56.1M | 2 | 0.01% | Reduced |
|
| 122 |
Johnson Investment Counsel
Cincinnati,
Ohio
| $14.4M | -$923K | 1 | 0.44% | Reduced |
|
| 123 |
Natixis
Paris,
France
| $14.2M | +$13.6M | 1 | 0.15% | New |
|
| 124 |
Truist Financial
Charlotte,
North Carolina
| $14.2M | -$1.2M | 2 | 0.29% | Reduced |
|
| 125 |
KA
KLCM Advisors
Milwaukee,
Wisconsin
| $13.8M | -$1.94M | 1 | 4.05% | Reduced |
|