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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
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$56.6M +$1.51M 1 0.18% Increased
102
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$56.4M -$10.4M 4 0.11% Reduced
103
Eventide Asset Management
Eventide Asset Management
Massachusetts
$55.2M -$3.76M 1 0.95% Reduced
104
Gabelli Funds
Gabelli Funds
New York
$54.8M -$5.27M 2 0.42% Reduced
105
Capital World Investors
Capital World Investors
California
$54.7M +$33.8M 1 0.01% Increased
106
PCM
Portolan Capital Management
Massachusetts
$54.6M +$5.87M 2 4.5% Increased
107
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$53.2M -$19.7M 3 0.23% Reduced
108
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$53.2M -$15.8M 2 0.23% Reduced
109
Fred Alger Management
Fred Alger Management
New York
$52.8M +$16.4M 2 0.26% Increased
110
Marshall Wace
Marshall Wace
United Kingdom
$52.5M -$1.19M 4 0.07% Reduced
111
Victory Capital Management
Victory Capital Management
Texas
$49.2M -$4.17M 4 0.05% Reduced
112
Russell Investments Group
Russell Investments Group
United Kingdom
$48.1M -$20.1M 4 0.08% Reduced
113
Alyeska Investment Group
Alyeska Investment Group
Illinois
$47.9M -$1.97M 1 0.27% Reduced
114
STRS Ohio
STRS Ohio
Ohio
$47.5M +$7.24M 3 0.19% Increased
115
Citadel Advisors
Citadel Advisors
Florida
$46.8M +$14.6M 5 0.01% Increased
116
SEI Investments
SEI Investments
Pennsylvania
$46.5M +$5.65M 4 0.07% Increased
117
Creative Planning
Creative Planning
Kansas
$46.4M +$838K 4 0.05% Increased
118
Vest Financial
Vest Financial
Virginia
$45.7M +$663K 1 1.1% Increased
119
Jennison Associates
Jennison Associates
New York
$45.6M +$21.9M 2 0.03% Increased
120
Reinhart Partners
Reinhart Partners
Wisconsin
$44.1M -$17.6M 1 1.83% Reduced
121
Citigroup
Citigroup
New York
$43.4M +$13.1M 4 0.03% Increased
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$43.3M -$4.25M 3 0.09% Reduced
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$43.2M -$9.47M 4 0.09% Reduced
124
Frontier Capital Management
Frontier Capital Management
Massachusetts
$43.1M -$6.76M 1 0.43% Reduced
125
Verition Fund Management
Verition Fund Management
Connecticut
$43M +$25.1M 4 0.24% Increased
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