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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$64M +$28M 1 0.51% Increased
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$62.6M -$54.7M 3 0.09% Reduced
103
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$62.2M +$1.68M 5 0.07% Increased
104
M&T Bank
M&T Bank
New York
$61.3M -$13.2M 3 0.21% Reduced
105
LPL Financial
LPL Financial
California
$58.8M +$2.69M 4 0.02% Increased
106
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$58.3M +$19.7M 1 0.3% Increased
107
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$57.7M -$820K 5 0.08% Reduced
108
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$57.4M -$25.7M 2 0.09% Reduced
109
Royce & Associates
Royce & Associates
New York
$56.7M +$20.7M 2 0.58% Increased
110
Hood River Capital Management
Hood River Capital Management
Florida
$55.6M +$34.8M 1 0.78% Increased
111
SC
Shellback Capital
Massachusetts
$55.5M +$34.1M 1 3.7% Increased
112
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$54.5M +$5.51M 4 0.04% Increased
113
Fidelity International
Fidelity International
Bermuda
$54.3M +$9.42M 2 0.05% Increased
114
Allianz Asset Management
Allianz Asset Management
Germany
$54.2M +$38.3M 2 0.06% Increased
115
Janus Henderson Group
Janus Henderson Group
$54.1M -$61.4M 4 0.03% Reduced
116
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$53M -$362K 4 0.19% Reduced
117
SCM
Spyglass Capital Management
California
$52.5M +$8.02M 1 3.1% Increased
118
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$52.4M +$3.07K 2 0.5% Increased
119
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.3M -$2.25M 4 0.35% Reduced
120
BOK Financial
BOK Financial
Oklahoma
$51.8M +$5.3K 3 0.84% Increased
121
TAM
Thematics Asset Management
France
$51.1M -$2.76M 2 2.3% Reduced
122
Creative Planning
Creative Planning
Kansas
$51.1M -$221K 4 0.04% Reduced
123
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$49.4M +$12.3M 5 0.03% Increased
124
Gotham Asset Management
Gotham Asset Management
New York
$49.1M +$16.3M 3 0.29% Increased
125
Gabelli Funds
Gabelli Funds
New York
$48.8M +$2.88M 3 0.35% Increased