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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
DnB Asset Management
DnB Asset Management
Norway
$8.15M +$2.93M 2 0.2% Increased
127
HSBC Holdings
HSBC Holdings
United Kingdom
$8.08M -$1.78M 2 0.02% Reduced
128
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.03M -$8.44M 3 0.01% Reduced
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
$7.82M -$64.7K 1 0.05% Reduced
130
Bahl & Gaynor
Bahl & Gaynor
Ohio
$7.73M -$602K 1 0.11% Reduced
131
LI
LMCG Investments
Massachusetts
$7.73M +$345K 1 0.17% Increased
132
Janus Henderson Group
Janus Henderson Group
$7.32M -$5.87M 2 0.06% Reduced
133
Panagora Asset Management
Panagora Asset Management
Massachusetts
$7.14M -$700K 3 0.04% Reduced
134
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$7.12M +$7.78M 1 0.05% Increased
135
Lazard Asset Management
Lazard Asset Management
New York
$7.1M -$5.46M 2 0.02% Reduced
136
AIG
American International Group
New York
$7.02M -$216K 3 0.03% Reduced
137
RCMC
RK Capital Management (Colorado)
Colorado
$6.95M +$1.53M 1 1.27% Increased
138
Korea Investment Corp
Korea Investment Corp
South Korea
$6.93M +$1.34M 1 0.06% Increased
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$6.85M -$210K 1 0.03% Reduced
140
Fidelity Investments
Fidelity Investments
Massachusetts
$6.77M +$999K 2 0% Increased
141
Bessemer Group
Bessemer Group
New Jersey
$6.63M +$5.23M 1 0.04% Increased
142
PL
Parthenon LLC
Kentucky
$6.5M +$17.9K 1 1.81% Increased
143
HL Financial Services
HL Financial Services
Kentucky
$6.48M -$256K 1 0.18% Reduced
144
AAC
Asset Advisors Corp
Georgia
$6.46M -$811K 1 1.59% Reduced
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.37M +$1.45M 3 0.06% Increased
146
OCM
Olstein Capital Management
New York
$6.35M +$752K 1 0.79% Increased
147
People's United Financial
People's United Financial
Connecticut
$6.31M -$385K 1 0.36% Reduced
148
Personal Capital Advisors
Personal Capital Advisors
California
$6.27M +$810K 1 0.41% Increased
149
Credit Agricole
Credit Agricole
France
$6.17M +$213K 1 0.03% Increased
150
VOYA Investment Management
VOYA Investment Management
Georgia
$6.17M -$181K 3 0.02% Reduced