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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
Calamos Advisors
Calamos Advisors
Illinois
$17.3M -$45.7M 1 0.11% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$17.2M +$68.1K 3 0.06% Increased
128
Gabelli Funds
Gabelli Funds
New York
$17.1M +$52.3K 1 0.08% Increased
129
Swiss National Bank
Swiss National Bank
Switzerland
$17M +$114K 3 0.06% Increased
130
Teachers Advisors
Teachers Advisors
New York
$16.8M +$1.02M 3 0.03% Increased
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6M -$7.82M 3 0.03% Reduced
132
Citigroup
Citigroup
New York
$16.6M +$627K 3 0.02% Increased
133
MTC
McDaniel Terry & Co
Texas
$16.5M +$201K 1 3.93% Increased
134
Lazard Asset Management
Lazard Asset Management
New York
$16.4M +$867K 2 0.03% Increased
135
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.3M +$2.51M 1 0.13% Increased
136
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$16M $0 1 1.07% Maintained
137
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.9M +$6.55M 3 0.01% Increased
138
BlackRock Japan
BlackRock Japan
Japan
$15.5M -$1.66M 1 0.07% Reduced
139
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.1M -$6.47M 2 0.14% Reduced
140
SIC
Schwartz Investment Counsel
Michigan
$15.1M -$43.3K 1 1.07% Reduced
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$14.6M -$14.2M 3 0.01% Reduced
142
Allstate Corporation
Allstate Corporation
Illinois
$14.5M +$9.59M 1 0.39% Increased
143
Allianz Asset Management
Allianz Asset Management
Germany
$14.3M -$32.1M 2 0.02% Reduced
144
Greenleaf Trust
Greenleaf Trust
Michigan
$14M -$137K 1 0.45% Reduced
145
NPPM
North Point Portfolio Managers
Ohio
$14M +$3.7K 1 2.81% Increased
146
Hancock Whitney
Hancock Whitney
Mississippi
$13.5M +$401K 1 0.49% Increased
147
USAA
United Services Automobile Association
Texas
$13.2M +$405K 2 0.05% Increased
148
LI
LMCG Investments
Massachusetts
$13.1M +$116K 1 0.28% Increased
149
VOYA Investment Management
VOYA Investment Management
Georgia
$13.1M -$208K 3 0.03% Reduced
150
TCW Group
TCW Group
California
$12.9M +$41.5K 1 0.05% Increased