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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.7M +$14.1M 1 0.06% New
127
Guggenheim Capital
Guggenheim Capital
Illinois
$14.5M +$14M 1 0.06% New
128
SIC
Schwartz Investment Counsel
Michigan
$14.5M +$13.9M 1 1.44% New
129
Granahan Investment Management
Granahan Investment Management
Massachusetts
$14.3M +$12.7M 1 0.41% New
130
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$14.1M +$13.6M 1 0.12% New
131
MTC
McDaniel Terry & Co
Texas
$13.6M +$13.1M 1 4.04% New
132
Teachers Advisors
Teachers Advisors
New York
$13.3M +$12.7M 2 0.04% New
133
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$13.2M +$12.7M 1 0.06% New
134
Munder Capital Management
Munder Capital Management
Michigan
$13.1M +$11.6M 1 0.11% New
135
NFA
Nationwide Fund Advisors
Ohio
$13.1M +$12.5M 3 0.07% New
136
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M +$12.5M 1 0.13% New
137
Creative Planning
Creative Planning
Kansas
$12.9M +$12.4M 3 0.3% New
138
Millennium Management
Millennium Management
New York
$12.8M +$12.3M 3 0.04% New
139
KA
KLCM Advisors
Wisconsin
$12.5M +$11.1M 1 3.94% New
140
TCW Group
TCW Group
California
$12.3M +$11.8M 1 0.06% New
141
Hancock Whitney
Hancock Whitney
Mississippi
$12.2M +$11.7M 1 0.61% New
142
Greenleaf Trust
Greenleaf Trust
Michigan
$11.9M +$11.5M 1 0.47% New
143
Wilmington Trust
Wilmington Trust
Delaware
$11.7M +$11.3M 1 0.24% New
144
NPPM
North Point Portfolio Managers
Ohio
$11.7M +$11.3M 1 2.94% New
145
People's United Financial
People's United Financial
Connecticut
$11.5M +$11.1M 1 0.75% New
146
Gabelli Funds
Gabelli Funds
New York
$11.4M +$10.1M 1 0.07% New
147
Axa
Axa
France
$11.4M +$10.9M 1 0.06% New
148
DM
Delphi Management
Massachusetts
$11.3M +$10.9M 1 1.35% New
149
PFC
Phocas Financial Corp
California
$11.2M +$10.7M 1 1.17% New
150
GCM
Grisanti Capital Management
New York
$10.7M +$10M 1 4.93% New