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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
Stifel Financial
Stifel Financial
Missouri
$11.3M +$1.58M 2 0.05% Increased
127
BOK Financial
BOK Financial
Oklahoma
$11.3M +$1.34M 2 0.37% Increased
128
LM
Luminus Management
Texas
$10.5M +$7.46M 1 0.27% Increased
129
NPPM
North Point Portfolio Managers
Ohio
$10.5M -$52.9K 1 1.99% Reduced
130
Credit Agricole
Credit Agricole
France
$10.4M +$1.77M 1 0.03% Increased
131
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10.2M +$9.96M 1 0.03% New
132
Chevy Chase Trust
Chevy Chase Trust
Maryland
$9.99M -$269K 1 0.05% Reduced
133
National Pension Service
National Pension Service
South Korea
$9.96M +$825K 1 0.08% Increased
134
AAC
Asset Advisors Corp
Georgia
$9.75M -$3.59K 1 2.03% Reduced
135
KLC
Knowledge Leaders Capital
Colorado
$9.47M -$7.14M 1 3.16% Reduced
136
HSBC Holdings
HSBC Holdings
United Kingdom
$9.09M -$369K 2 0.02% Reduced
137
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$9.01M +$2.06M 1 0.03% Increased
138
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$8.67M +$1.37M 1 0.09% Increased
139
Comerica Bank
Comerica Bank
Texas
$8.49M +$42.3K 2 0.07% Increased
140
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$8.44M -$709K 1 0.03% Reduced
141
PL
Parthenon LLC
Kentucky
$8.41M $0 1 2.09% Maintained
142
FIM
Frontier Investment Management
Texas
$8.16M +$451K 1 0.72% Increased
143
ACI
AMP Capital Investors
Australia
$7.98M -$392K 2 0.05% Reduced
144
Aperio Group
Aperio Group
California
$7.88M +$408K 3 0.06% Increased
145
TD Asset Management
TD Asset Management
Ontario, Canada
$7.77M +$1.28M 2 0.01% Increased
146
HL Financial Services
HL Financial Services
Kentucky
$7.71M -$478K 1 0.18% Reduced
147
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.66M +$1.19M 2 0.04% Increased
148
VOYA Investment Management
VOYA Investment Management
Georgia
$7.61M +$139K 3 0.01% Increased
149
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.52M +$898K 2 0.15% Increased
150
Royce & Associates
Royce & Associates
New York
$7.5M -$709K 2 0.05% Reduced