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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
Barclays
Barclays
United Kingdom
$11.2M +$7.09M 3 0.01% Increased
127
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.1M -$315K 3 0.09% Reduced
128
Burney Company
Burney Company
Virginia
$10.8M +$552K 1 0.77% Increased
129
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$10.6M +$1.03M 2 0.16% Increased
130
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$9.94M -$27.8K 2 0.07% Reduced
131
NPPM
North Point Portfolio Managers
Ohio
$9.91M -$208K 1 1.95% Reduced
132
Fidelity Investments
Fidelity Investments
Massachusetts
$9.82M +$3.46M 3 0% Increased
133
KA
KLCM Advisors
Wisconsin
$9.71M +$281K 1 3.36% Increased
134
Chevy Chase Trust
Chevy Chase Trust
Maryland
$9.66M -$124K 1 0.05% Reduced
135
BOK Financial
BOK Financial
Oklahoma
$9.43M $0 2 0.33% Maintained
136
Gabelli Funds
Gabelli Funds
New York
$9.35M -$66.9K 1 0.06% Reduced
137
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.29M +$1.9M 2 0.06% Increased
138
AAC
Asset Advisors Corp
Georgia
$9.18M +$567K 1 1.91% Increased
139
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$8.94M +$8.6M 1 0.85% New
140
Panagora Asset Management
Panagora Asset Management
Massachusetts
$8.88M -$220K 2 0.04% Reduced
141
HSBC Holdings
HSBC Holdings
United Kingdom
$8.87M +$182K 2 0.02% Increased
142
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$8.63M -$17.2M 1 0.03% Reduced
143
National Pension Service
National Pension Service
South Korea
$8.57M +$585K 1 0.08% Increased
144
Comerica Bank
Comerica Bank
Texas
$8.3M +$1.35M 2 0.07% Increased
145
Stifel Financial
Stifel Financial
Missouri
$8.2M -$4.47M 2 0.04% Reduced
146
Credit Agricole
Credit Agricole
France
$8.05M -$11.8K 1 0.03% Reduced
147
Korea Investment Corp
Korea Investment Corp
South Korea
$7.97M +$3.32M 1 0.05% Increased
148
PL
Parthenon LLC
Kentucky
$7.92M +$6.36K 1 1.99% Increased
149
ACI
AMP Capital Investors
Australia
$7.89M -$1.26M 2 0.05% Reduced
150
Royce & Associates
Royce & Associates
New York
$7.83M -$13.1M 2 0.05% Reduced