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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
LSV Asset Management
LSV Asset Management
Illinois
$24.2M -$180K 1 0.04% Reduced
102
ACM
Atlanta Capital Management
Georgia
$24.1M -$2.93M 1 0.11% Reduced
103
GAMCO Investors
GAMCO Investors
Connecticut
$23.3M +$2.14M 1 0.16% Increased
104
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.8M +$21.4M 1 0.47% New
105
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22.5M +$257K 3 0.34% Increased
106
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M -$2.23M 4 0.02% Reduced
107
Russell Investments Group
Russell Investments Group
United Kingdom
$21.2M -$4.63M 4 0.04% Reduced
108
Asset Management One
Asset Management One
Japan
$21.1M +$80.6K 1 0.04% Increased
109
AQR Arbitrage
AQR Arbitrage
Connecticut
$20.7M +$2.48M 1 0.24% Increased
110
Element Capital Management
Element Capital Management
New York
$20.7M +$1.85M 1 0.41% Increased
111
HSBC Holdings
HSBC Holdings
United Kingdom
$20M -$4.82M 3 0.03% Reduced
112
MTC
McDaniel Terry & Co
Texas
$19.6M -$15.3K 1 3.3% Reduced
113
EARNEST Partners
EARNEST Partners
Georgia
$19.3M -$719K 1 0.17% Reduced
114
Royce & Associates
Royce & Associates
New York
$19.1M +$868K 2 0.13% Increased
115
Comerica Bank
Comerica Bank
Texas
$18.9M -$571K 4 0.15% Reduced
116
PFM
Parsec Financial Management
North Carolina
$18.9M +$523K 1 1.19% Increased
117
USAA
United Services Automobile Association
Texas
$18.4M -$512K 4 0.05% Reduced
118
Raymond James & Associates
Raymond James & Associates
Florida
$18.2M -$1.13M 3 0.03% Reduced
119
APG Asset Management
APG Asset Management
Netherlands
$17.9M +$223K 2 0.03% Increased
120
Creative Planning
Creative Planning
Kansas
$17.7M +$24.5K 2 0.07% Increased
121
CM
CS McKee
Pennsylvania
$17.7M -$49.5K 1 1.41% Reduced
122
GFA
Gallagher Fiduciary Advisors
Illinois
$17.6M -$637K 1 4.48% Reduced
123
Gabelli Funds
Gabelli Funds
New York
$17.5M +$51K 2 0.1% Increased
124
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$17.4M -$2.39M 2 0.08% Reduced
125
National Pension Service
National Pension Service
South Korea
$17.3M -$82.1K 1 0.07% Reduced