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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
126
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$97.3M -$10.1M 6 0.09% Reduced
127
Victory Capital Management
Victory Capital Management
Texas
$93.8M +$206K 4 0.05% Increased
128
Creative Planning
Creative Planning
Kansas
$92.4M +$5.29M 6 0.05% Increased
129
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$92.1M -$6.51M 2 1.53% Reduced
130
HM Payson & Co
HM Payson & Co
Maine
$91.9M -$2.22M 3 1.22% Reduced
131
Frontier Capital Management
Frontier Capital Management
Massachusetts
$91.8M +$36.9M 1 0.86% Increased
132
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$91.8M -$6.32M 3 0.28% Reduced
133
Eventide Asset Management
Eventide Asset Management
Massachusetts
$90.6M +$1.96M 1 1.21% Increased
134
ClearBridge Investments
ClearBridge Investments
New York
$90M +$21.2M 1 0.07% Increased
135
Allianz Asset Management
Allianz Asset Management
Germany
$88.7M -$25.6M 2 0.07% Reduced
136
BOK Financial
BOK Financial
Oklahoma
$88.3M +$10K 2 1.22% Increased
137
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$85.7M -$1.48M 5 0.04% Reduced
138
EARNEST Partners
EARNEST Partners
Georgia
$85.3M -$1.88M 1 0.31% Reduced
139
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$84.9M +$54.9M 4 0.22% Increased
140
Harding Loevner
Harding Loevner
New Jersey
$84.3M -$19.9M 1 0.79% Reduced
141
Marshall Wace
Marshall Wace
United Kingdom
$84.1M +$19.9M 5 0.07% Increased
142
PCM
Portolan Capital Management
Massachusetts
$83.8M -$25.9M 1 3.14% Reduced
143
Cincinnati Insurance
Cincinnati Insurance
Ohio
$82.7M $0 1 1.19% Maintained
144
Nordea Investment Management
Nordea Investment Management
Sweden
$82.6M -$16.9M 2 0.07% Reduced
145
Rockefeller Capital Management
Rockefeller Capital Management
New York
$82.6M +$1.1M 5 0.13% Increased
146
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$81.6M +$1.07M 1 0.87% Increased
147
VOYA Investment Management
VOYA Investment Management
Georgia
$80.1M -$61.9M 6 0.07% Reduced
148
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$79.2M +$4.49M 4 0.04% Increased
149
WAM
WT Asset Management
Hong Kong
$78.4M -$229M 1 1.55% Reduced
150
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$78.4M -$1.96M 3 0.04% Reduced