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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$33.2M -$1.05M 4 0.08% Reduced
102
Comerica Bank
Comerica Bank
Texas
$32.9M -$1.59M 4 0.26% Reduced
103
Janus Henderson Group
Janus Henderson Group
$32.9M -$43.7M 4 0.02% Reduced
104
Eventide Asset Management
Eventide Asset Management
Massachusetts
$32.5M -$1.04M 1 0.64% Reduced
105
TAM
Thematics Asset Management
France
$32.2M +$30.9M 1 1.95% New
106
EARNEST Partners
EARNEST Partners
Georgia
$31.7M +$700K 2 0.19% Increased
107
Royce & Associates
Royce & Associates
New York
$31.6M -$14.9M 3 0.33% Reduced
108
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$30.8M -$22.8M 4 0.26% Reduced
109
National Pension Service
National Pension Service
South Korea
$30.2M +$363K 1 0.06% Increased
110
MTC
McDaniel Terry & Co
Texas
$28.8M -$44.8K 1 3.35% Reduced
111
Creative Planning
Creative Planning
Kansas
$28.8M +$174K 3 0.04% Increased
112
US Bancorp
US Bancorp
Minnesota
$28.8M -$8.76M 4 0.05% Reduced
113
Barclays
Barclays
United Kingdom
$28.3M +$138K 4 0.01% Increased
114
ClearBridge Investments
ClearBridge Investments
New York
$28.2M $0 1 0.03% Maintained
115
Allspring Global Investments
Allspring Global Investments
North Carolina
$28M +$17.4M 4 0.05% Increased
116
HSBC Holdings
HSBC Holdings
United Kingdom
$28M +$9.39M 4 0.03% Increased
117
Russell Investments Group
Russell Investments Group
United Kingdom
$27.7M +$2.89M 4 0.06% Increased
118
OP
Oslo Pensjonsforsikring
$27.7M -$5.54M 1 5.77% Reduced
119
Storebrand Asset Management
Storebrand Asset Management
Norway
$26.8M -$849K 3 0.15% Reduced
120
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$25.9M +$429K 3 0.07% Increased
121
Aviva
Aviva
United Kingdom
$25.3M +$5.35M 1 0.12% Increased
122
LSV Asset Management
LSV Asset Management
Illinois
$25.1M -$1.36M 1 0.06% Reduced
123
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.3M -$572K 2 0.11% Reduced
124
Canada Life
Canada Life
Manitoba, Canada
$23.8M -$842K 3 0.06% Reduced
125
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$23.8M +$1.39M 3 0.03% Increased