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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
Hood River Capital Management
Hood River Capital Management
Florida
$48.2M +$5.79M 1 1.32% Increased
102
EARNEST Partners
EARNEST Partners
Georgia
$46.5M -$275K 1 0.23% Reduced
103
HSBC Holdings
HSBC Holdings
United Kingdom
$46.5M +$4.51M 3 0.04% Increased
104
Artemis Investment Management
Artemis Investment Management
United Kingdom
$46.1M -$15.5M 1 0.67% Reduced
105
Eventide Asset Management
Eventide Asset Management
Massachusetts
$45.4M -$998K 1 0.74% Reduced
106
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$44.4M +$18.9M 2 0.44% Increased
107
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$43.4M -$743K 1 0.75% Reduced
108
Gabelli Funds
Gabelli Funds
New York
$43.1M -$6.09M 2 0.33% Reduced
109
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.9M -$2.88M 4 0.03% Reduced
110
Reinhart Partners
Reinhart Partners
Wisconsin
$41.1M +$33.7M 1 1.81% New
111
APG Asset Management
APG Asset Management
Netherlands
$40.9M +$1.5M 1 0.08% Increased
112
Westfield Capital Management
Westfield Capital Management
Massachusetts
$40.9M -$5.33M 1 0.24% Reduced
113
PCM
Portolan Capital Management
Massachusetts
$40.5M +$4.13M 2 3.54% Increased
114
Allspring Global Investments
Allspring Global Investments
North Carolina
$40.4M +$2.61M 4 0.07% Increased
115
Comerica Bank
Comerica Bank
Texas
$40.3M +$3.57M 3 0.19% Increased
116
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$39.7M -$494K 1 0.12% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$39.3M -$568K 4 0.09% Reduced
118
OP
Oslo Pensjonsforsikring
$38.7M $0 1 6.17% Maintained
119
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$38.7M +$20.6M 4 0.19% Increased
120
Creative Planning
Creative Planning
Kansas
$37.9M +$375K 3 0.07% Increased
121
Eagle Asset Management
Eagle Asset Management
Florida
$37.6M -$1.04M 2 0.2% Reduced
122
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.5M -$257K 4 0.17% Reduced
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.1M -$935K 4 0.08% Reduced
124
Wedge Capital Management
Wedge Capital Management
North Carolina
$36.1M -$1.8M 2 0.64% Reduced
125
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36M +$14.1M 4 0.08% Increased