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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M +$1.19M 3 0.08% Increased
127
CIM
Calvert Investment Management
Maryland
$13.5M -$107K 1 0.51% Reduced
128
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$13.4M -$3.47M 1 0.74% Reduced
129
Nuveen
Nuveen
North Carolina
$13.4M +$10.9M 1 0.07% Increased
130
UBS Group
UBS Group
Switzerland
$13.3M -$4.38M 4 0.01% Reduced
131
Stifel Financial
Stifel Financial
Missouri
$13.3M +$365K 2 0.06% Increased
132
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.2M +$2.61M 1 0.03% Increased
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M -$182K 3 0.02% Reduced
134
Gotham Asset Management
Gotham Asset Management
New York
$12.9M +$223K 1 0.17% Increased
135
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$12.6M +$10.3M 1 0.32% Increased
136
BOK Financial
BOK Financial
Oklahoma
$12.3M -$601K 2 0.4% Reduced
137
M&T Bank
M&T Bank
New York
$12.1M -$751K 1 0.08% Reduced
138
Burney Company
Burney Company
Virginia
$11.6M -$418K 1 0.79% Reduced
139
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$11.6M -$1.56M 1 0.72% Reduced
140
Credit Agricole
Credit Agricole
France
$11.5M +$941K 1 0.04% Increased
141
USAA
United Services Automobile Association
Texas
$11.5M +$3.64M 2 0.04% Increased
142
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$11.4M -$8.03M 1 0.06% Reduced
143
APG Asset Management
APG Asset Management
Netherlands
$11.3M -$12.1M 1 0.02% Reduced
144
American Century Companies
American Century Companies
Missouri
$11.3M +$5.47M 1 0.01% Increased
145
HSBC Holdings
HSBC Holdings
United Kingdom
$10.9M +$1.54M 3 0.03% Increased
146
National Pension Service
National Pension Service
South Korea
$10.8M +$684K 1 0.07% Increased
147
NPPM
North Point Portfolio Managers
Ohio
$10.5M -$160K 1 1.98% Reduced
148
KLC
Knowledge Leaders Capital
Colorado
$10.4M +$716K 1 3.23% Increased
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.2M +$15.1K 1 0.05% Increased
150
DFO
Duquesne Family Office
New York
$10.2M +$9.7M 1 0.99% New