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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 Common Retirement Fund
New York State Common Retirement Fund
New York
$42.7M -$2.01M 4 0.05% Reduced
102
Eventide Asset Management
Eventide Asset Management
Massachusetts
$41.5M $0 1 0.7% Maintained
103
Citadel Advisors
Citadel Advisors
Florida
$40.6M -$36.3M 5 0.01% Reduced
104
APG Asset Management
APG Asset Management
Netherlands
$40.4M -$880K 1 0.08% Reduced
105
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40M +$1.75M 1 0.12% Increased
106
Janus Henderson Group
Janus Henderson Group
$39.9M -$235K 4 0.02% Reduced
107
Walleye Capital
Walleye Capital
New York
$39.5M +$30.2M 2 0.14% Increased
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
$38.8M -$4.25M 4 0.04% Reduced
109
ClearBridge Investments
ClearBridge Investments
New York
$38.5M +$587K 1 0.03% Increased
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$38.3M +$52K 4 0.09% Increased
111
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$37.3M -$3.49M 4 0.18% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.7M -$1.55M 4 0.08% Reduced
113
SEI Investments
SEI Investments
Pennsylvania
$36.1M -$4.94M 4 0.06% Reduced
114
LSV Asset Management
LSV Asset Management
Illinois
$35.8M -$1.02M 1 0.08% Reduced
115
Los Angeles Capital Management
Los Angeles Capital Management
California
$35.2M -$5.08M 3 0.14% Reduced
116
Allianz Asset Management
Allianz Asset Management
Germany
$35.1M +$3.52M 3 0.06% Increased
117
Allspring Global Investments
Allspring Global Investments
North Carolina
$35M -$1.91M 4 0.06% Reduced
118
Renaissance Technologies
Renaissance Technologies
New York
$34.3M +$4.12M 3 0.05% Increased
119
Eagle Asset Management
Eagle Asset Management
Florida
$34.1M +$18.7M 2 0.19% Increased
120
OP
Oslo Pensjonsforsikring
$33.9M -$2.89M 1 5.87% Reduced
121
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.8M -$20.6M 2 0.12% Reduced
122
EARNEST Partners
EARNEST Partners
Georgia
$33M -$1.17M 2 0.18% Reduced
123
National Pension Service
National Pension Service
South Korea
$32.1M +$793K 1 0.05% Increased
124
Creative Planning
Creative Planning
Kansas
$32.1M +$84.7K 3 0.04% Increased
125
US Bancorp
US Bancorp
Minnesota
$31.8M -$1.48M 4 0.05% Reduced