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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
IP
Interval Partners
New York
$38.1M -$16.1M 2 1.51% Reduced
102
Primecap Management
Primecap Management
California
$37.8M $0 1 0.03% Maintained
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.9M -$545K 4 0.09% Reduced
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$36.7M -$2.21M 4 0.09% Reduced
105
TAM
Thematics Asset Management
France
$36.3M +$337K 1 1.98% Increased
106
EARNEST Partners
EARNEST Partners
Georgia
$35.2M -$369K 2 0.2% Reduced
107
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$35M -$3.42M 4 0.18% Reduced
108
Los Angeles Capital Management
Los Angeles Capital Management
California
$34.8M +$22.2M 3 0.15% Increased
109
Eventide Asset Management
Eventide Asset Management
Massachusetts
$34.5M -$1.79M 1 0.63% Reduced
110
Janus Henderson Group
Janus Henderson Group
$34.4M -$2.49M 4 0.02% Reduced
111
NewEdge Advisors
NewEdge Advisors
Louisiana
$33.1M +$2.09M 4 0.41% Increased
112
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.8M +$5.62M 2 0.2% Increased
113
Creative Planning
Creative Planning
Kansas
$32.8M +$338K 3 0.05% Increased
114
US Bancorp
US Bancorp
Minnesota
$32.1M -$671K 4 0.05% Reduced
115
National Pension Service
National Pension Service
South Korea
$32M -$1.03M 1 0.06% Reduced
116
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$31.7M -$5.85M 1 0.39% Reduced
117
MTC
McDaniel Terry & Co
Texas
$31.7M -$637K 1 3.45% Reduced
118
ClearBridge Investments
ClearBridge Investments
New York
$31.5M $0 1 0.03% Maintained
119
Allspring Global Investments
Allspring Global Investments
North Carolina
$31.3M -$74.1K 4 0.05% Reduced
120
Federated Hermes
Federated Hermes
Pennsylvania
$31.3M +$16.4M 3 0.08% Increased
121
OP
Oslo Pensjonsforsikring
$30.9M $0 1 5.81% Maintained
122
Russell Investments Group
Russell Investments Group
United Kingdom
$30.3M -$1.32M 4 0.06% Reduced
123
Storebrand Asset Management
Storebrand Asset Management
Norway
$30.2M -$403K 3 0.15% Reduced
124
Aviva
Aviva
United Kingdom
$29.9M +$1.43M 1 0.14% Increased
125
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$29.8M +$693K 3 0.07% Increased