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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 Investments Group
Russell Investments Group
United Kingdom
$18.5M +$2.55M 3 0.03% Increased
102
Rockefeller Financial Services
Rockefeller Financial Services
New York
$18.1M +$3.14M 2 0.34% Increased
103
Creative Planning
Creative Planning
Kansas
$18.1M +$225K 2 0.08% Increased
104
Janus Henderson Group
Janus Henderson Group
$17.9M -$522K 2 0.01% Reduced
105
UBS Group
UBS Group
Switzerland
$17.9M -$4.76M 4 0.01% Reduced
106
PFM
Parsec Financial Management
North Carolina
$17.2M -$259K 1 1.25% Reduced
107
Lazard Asset Management
Lazard Asset Management
New York
$16.9M -$1.58M 2 0.03% Reduced
108
US Bancorp
US Bancorp
Minnesota
$16.6M -$378K 2 0.05% Reduced
109
Personal Capital Advisors
Personal Capital Advisors
California
$16.2M -$1.64M 1 0.32% Reduced
110
Daiwa Securities Group
Daiwa Securities Group
Japan
$16M +$28.3K 1 0.11% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M -$2.69M 3 0.02% Reduced
112
APG Asset Management
APG Asset Management
Netherlands
$15.8M +$1.32M 1 0.03% Increased
113
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$15.8M -$84.8K 1 0.42% Reduced
114
National Pension Service
National Pension Service
South Korea
$15.2M +$552K 1 0.08% Increased
115
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$15M -$29.7K 3 0.08% Reduced
116
Two Sigma Advisers
Two Sigma Advisers
New York
$15M +$11.2M 2 0.04% Increased
117
Comerica Bank
Comerica Bank
Texas
$14.9M +$1.71M 3 0.11% Increased
118
Credit Agricole
Credit Agricole
France
$14.5M -$22.1K 1 0.05% Reduced
119
USAA
United Services Automobile Association
Texas
$14.1M +$1.07M 2 0.04% Increased
120
PFC
Phocas Financial Corp
California
$14M -$1.94M 2 1.17% Reduced
121
SIC
Schwartz Investment Counsel
Michigan
$13.8M -$1.29M 1 0.86% Reduced
122
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$13.7M +$12.9M 1 1.3% New
123
Driehaus Capital Management
Driehaus Capital Management
Illinois
$13.5M +$2.1M 2 0.53% Increased
124
Burney Company
Burney Company
Virginia
$13.5M -$637K 1 0.87% Reduced
125
Chevy Chase Trust
Chevy Chase Trust
Maryland
$12.9M +$143K 1 0.06% Increased