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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
DCCA
D.C. Capital Advisors
New York
$21.1M $0 1 10.33% Maintained
102
Victory Capital Management
Victory Capital Management
Texas
$20.8M -$2.02M 3 0.05% Reduced
103
Welch & Forbes
Welch & Forbes
Massachusetts
$20.4M -$80.1K 1 0.53% Reduced
104
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$19.9M +$2.83M 1 0.03% Increased
105
Credit Suisse
Credit Suisse
Switzerland
$19.9M -$15.7M 3 0.02% Reduced
106
Creative Planning
Creative Planning
Kansas
$19.8M +$222K 2 0.08% Increased
107
Barclays
Barclays
United Kingdom
$19.7M -$155M 3 0.02% Reduced
108
Gabelli Funds
Gabelli Funds
New York
$19.5M -$1.25M 1 0.12% Reduced
109
PFM
Parsec Financial Management
North Carolina
$19.2M +$658K 1 1.31% Increased
110
Element Capital Management
Element Capital Management
New York
$19.1M +$19.7M 1 0.45% New
111
Comerica Bank
Comerica Bank
Texas
$19M +$1.5M 3 0.14% Increased
112
Squarepoint
Squarepoint
New York
$18.9M +$18.8M 2 0.3% Increased
113
US Bancorp
US Bancorp
Minnesota
$17.5M -$250K 2 0.05% Reduced
114
AQR Capital Management
AQR Capital Management
Connecticut
$17.2M -$23.6M 3 0.02% Reduced
115
National Pension Service
National Pension Service
South Korea
$17M +$237K 1 0.08% Increased
116
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.9M +$13.5M 1 0.22% Increased
117
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M +$2.49M 3 0.02% Increased
118
USAA
United Services Automobile Association
Texas
$16M +$400K 3 0.04% Increased
119
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$15.2M -$280K 1 0.39% Reduced
120
APG Asset Management
APG Asset Management
Netherlands
$15.1M +$1.65M 1 0.03% Increased
121
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9M +$2.31M 3 0.08% Increased
122
Putnam Investments
Putnam Investments
Massachusetts
$14.5M -$132M 1 0.03% Reduced
123
Personal Capital Advisors
Personal Capital Advisors
California
$14.5M -$2.75M 1 0.23% Reduced
124
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$14.3M +$12.2M 1 0.1% Increased
125
Nuveen
Nuveen
North Carolina
$14.1M +$441K 2 0.09% Increased