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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
Royce & Associates
Royce & Associates
New York
$80.8M +$3.77M 2 0.81% Increased
102
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.3M +$55.2M 4 0.03% Increased
103
Hood River Capital Management
Hood River Capital Management
Florida
$75.6M -$4.12M 1 0.89% Reduced
104
HM Payson & Co
HM Payson & Co
Maine
$74.9M -$15.2M 4 1.08% Reduced
105
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$73.8M -$94.8K 1 0.38% Reduced
106
M&T Bank
M&T Bank
New York
$70.7M -$1.73M 3 0.24% Reduced
107
Silvercrest Asset Management
Silvercrest Asset Management
New York
$70.1M +$1.76M 4 0.46% Increased
108
Allspring Global Investments
Allspring Global Investments
North Carolina
$69.6M +$11.2M 4 0.11% Increased
109
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$69.5M +$16.5M 3 1.61% Increased
110
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$69.3M -$694K 2 0.63% Reduced
111
Alyeska Investment Group
Alyeska Investment Group
Illinois
$68.8M -$39M 2 0.21% Reduced
112
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$68M +$644K 4 0.22% Increased
113
BAMCO Inc
BAMCO Inc
New York
$67.9M +$59.5M 1 0.18% New
114
EARNEST Partners
EARNEST Partners
Georgia
$67.1M -$1.51M 1 0.29% Reduced
115
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$66.3M +$534K 5 0.07% Increased
116
Russell Investments Group
Russell Investments Group
United Kingdom
$65.8M +$13M 5 0.07% Increased
117
LPL Financial
LPL Financial
California
$65.7M +$3.6M 4 0.02% Increased
118
BOK Financial
BOK Financial
Oklahoma
$65.1M +$4.27K 2 0.98% Increased
119
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.7M -$352K 4 0.24% Reduced
120
Two Sigma Investments
Two Sigma Investments
New York
$62.5M +$50.2M 3 0.09% Increased
121
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$62.4M +$10.2M 3 0.21% Increased
122
Cincinnati Insurance
Cincinnati Insurance
Ohio
$61.5M $0 1 0.95% Maintained
123
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$60.9M +$263K 2 0.04% Increased
124
Vest Financial
Vest Financial
Virginia
$60.1M -$4M 1 0.78% Reduced
125
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$59.8M +$410K 2 0.17% Increased