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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
HSBC Holdings
HSBC Holdings
United Kingdom
$60.5M +$5.89M 4 0.04% Increased
102
Raymond James & Associates
Raymond James & Associates
Florida
$60.2M -$1.62M 4 0.04% Reduced
103
Two Sigma Investments
Two Sigma Investments
New York
$59.8M +$20.9M 2 0.14% Increased
104
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$59.7M +$697K 1 3.29% Increased
105
Reinhart Partners
Reinhart Partners
Wisconsin
$59.4M -$5.02M 1 2.42% Reduced
106
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$58.7M +$171K 4 0.38% Increased
107
Eventide Asset Management
Eventide Asset Management
Massachusetts
$58M -$1.99K 1 0.91% Reduced
108
Gabelli Funds
Gabelli Funds
New York
$57.5M -$8.06M 2 0.42% Reduced
109
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$54.2M +$3.03M 1 0.16% Increased
110
Marshall Wace
Marshall Wace
United Kingdom
$53.1M +$46.1M 3 0.08% Increased
111
SAM
Scopus Asset Management
New York
$52.9M +$19.5M 3 1.09% Increased
112
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$52.4M +$24.6M 4 0.18% Increased
113
Victory Capital Management
Victory Capital Management
Texas
$51.6M -$25.2M 4 0.05% Reduced
114
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$51.1M -$57.1M 4 0.08% Reduced
115
Alyeska Investment Group
Alyeska Investment Group
Illinois
$49.1M -$11.6M 1 0.3% Reduced
116
Allspring Global Investments
Allspring Global Investments
North Carolina
$48.5M -$3.88M 4 0.08% Reduced
117
Frontier Capital Management
Frontier Capital Management
Massachusetts
$47.6M -$77M 1 0.45% Reduced
118
PCM
Portolan Capital Management
Massachusetts
$47.1M -$12.3M 2 3.59% Reduced
119
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$46.9M -$325K 4 0.1% Reduced
120
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$46.9M +$10M 4 0.04% Increased
121
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$45.7M -$558K 4 0.2% Reduced
122
APG Asset Management
APG Asset Management
Netherlands
$45M -$3.18M 1 0.08% Reduced
123
Creative Planning
Creative Planning
Kansas
$44.7M +$796K 4 0.05% Increased
124
Vest Financial
Vest Financial
Virginia
$44.2M +$7.6M 1 1.17% Increased
125
Nomura Asset Management
Nomura Asset Management
Japan
$43.2M +$2.71M 3 0.16% Increased