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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
ClearBridge Investments
ClearBridge Investments
New York
$40.4M +$949K 1 0.04% Increased
102
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$40.1M -$917K 1 0.71% Reduced
103
D.E. Shaw & Co
D.E. Shaw & Co
New York
$39.8M +$1.44M 4 0.04% Increased
104
APG Asset Management
APG Asset Management
Netherlands
$39.5M -$2.27M 1 0.08% Reduced
105
Gabelli Funds
Gabelli Funds
New York
$39.3M -$2.79M 2 0.32% Reduced
106
VOYA Investment Management
VOYA Investment Management
Georgia
$37.9M +$17.1M 4 0.04% Increased
107
BOK Financial
BOK Financial
Oklahoma
$37.7M -$104K 3 0.83% Reduced
108
HSBC Holdings
HSBC Holdings
United Kingdom
$37.6M -$5.09M 4 0.04% Reduced
109
Westfield Capital Management
Westfield Capital Management
Massachusetts
$36.4M -$10.9M 1 0.25% Reduced
110
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.1M +$36.7M 1 0.12% New
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$35.7M -$1.58M 4 0.09% Reduced
112
Prudential Financial
Prudential Financial
New Jersey
$35.7M -$45.8M 4 0.06% Reduced
113
OP
Oslo Pensjonsforsikring
$34.7M $0 1 6.13% Maintained
114
LSV Asset Management
LSV Asset Management
Illinois
$34.4M -$13.9M 1 0.08% Reduced
115
Capital International Investors
Capital International Investors
California
$34.3M +$31.5M 1 0.01% New
116
GF
Greenhouse Funds
Maryland
$34.2M -$9.96M 1 2.53% Reduced
117
Creative Planning
Creative Planning
Kansas
$33.8M +$3.66M 3 0.05% Increased
118
Wedge Capital Management
Wedge Capital Management
North Carolina
$33.6M -$12.9M 2 0.66% Reduced
119
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$33.2M -$2.95M 4 0.08% Reduced
120
Eagle Asset Management
Eagle Asset Management
Florida
$32.9M -$367K 2 0.19% Reduced
121
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$32.8M -$5.35M 4 0.17% Reduced
122
Allspring Global Investments
Allspring Global Investments
North Carolina
$32.7M -$3.06M 4 0.06% Reduced
123
US Bancorp
US Bancorp
Minnesota
$32.4M +$1.67M 4 0.05% Increased
124
SCA
Southpoint Capital Advisors
New York
$31.8M +$32.4M 1 0.71% New
125
Federated Hermes
Federated Hermes
Pennsylvania
$31.8M +$976K 2 0.08% Increased