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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$31.7M +$121K 3 0.08% Increased
102
Prudential Financial
Prudential Financial
New Jersey
$31.1M -$18.4M 4 0.05% Reduced
103
APG Asset Management
APG Asset Management
Netherlands
$30.9M -$9.55M 2 0.07% Reduced
104
Brown Advisory
Brown Advisory
Maryland
$30.4M +$578K 1 0.06% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.3M -$691K 4 0.07% Reduced
106
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$29.3M -$5.03M 3 0.04% Reduced
107
AMF Tjänstepension
AMF Tjänstepension
Sweden
$28.1M +$30.6M 1 0.28% New
108
EARNEST Partners
EARNEST Partners
Georgia
$27.9M +$6.6M 2 0.19% Increased
109
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.9M $0 4 0.15% Maintained
110
Primecap Management
Primecap Management
California
$27.8M $0 1 0.02% Maintained
111
INTECH Investment Management
INTECH Investment Management
Florida
$27.4M +$30.5M 1 0.16% New
112
OP
Oslo Pensjonsforsikring
$27.3M $0 1 5.83% Maintained
113
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$27M +$5.33M 1 1.83% Increased
114
Eventide Asset Management
Eventide Asset Management
Massachusetts
$26.9M -$798K 1 0.58% Reduced
115
National Pension Service
National Pension Service
South Korea
$26.9M +$384K 1 0.06% Increased
116
Los Angeles Capital Management
Los Angeles Capital Management
California
$26.6M -$15.4M 3 0.13% Reduced
117
Comerica Bank
Comerica Bank
Texas
$26.5M +$1.25M 4 0.22% Increased
118
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$26.5M +$23.4M 4 0.16% Increased
119
BOK Financial
BOK Financial
Oklahoma
$26.2M -$549K 2 0.5% Reduced
120
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$25.9M +$16.4M 2 0.36% Increased
121
MTC
McDaniel Terry & Co
Texas
$25.6M +$130K 1 3.16% Increased
122
CRM
Cramer Rosenthal McGlynn
Connecticut
$25.6M -$484K 1 1.17% Reduced
123
Creative Planning
Creative Planning
Kansas
$25.2M -$146K 3 0.04% Reduced
124
Squarepoint
Squarepoint
New York
$24.1M +$22.6M 3 0.13% Increased
125
Storebrand Asset Management
Storebrand Asset Management
Norway
$23.9M -$739K 3 0.14% Reduced