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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
M&T Bank
M&T Bank
New York
$13.9M -$259K 1 0.07% Reduced
127
PFC
Phocas Financial Corp
California
$13.7M -$568K 2 1.15% Reduced
128
FIM
Frontier Investment Management
Texas
$13.3M +$185K 1 1.11% Increased
129
BOK Financial
BOK Financial
Oklahoma
$13.2M -$28.9K 2 0.36% Reduced
130
TCM
Twin Capital Management
Pennsylvania
$12.9M +$240K 1 0.63% Increased
131
NPPM
North Point Portfolio Managers
Ohio
$12.8M -$909K 1 2.16% Reduced
132
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M -$3.64M 3 0.06% Reduced
133
Aberdeen Group
Aberdeen Group
United Kingdom
$12.1M +$18.3K 1 0.02% Increased
134
Aperio Group
Aperio Group
California
$11.9M +$367K 3 0.06% Increased
135
TD Asset Management
TD Asset Management
Ontario, Canada
$11.5M -$437K 2 0.02% Reduced
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.4M +$1.16M 2 0.07% Increased
137
PL
Parthenon LLC
Kentucky
$10.9M -$280K 1 2.47% Reduced
138
ACI
AMP Capital Investors
Australia
$10.9M +$1.38M 1 0.06% Increased
139
Fidelity Investments
Fidelity Investments
Massachusetts
$10.8M -$3.05M 1 0% Reduced
140
Bahl & Gaynor
Bahl & Gaynor
Ohio
$10.8M +$525K 1 0.11% Increased
141
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.4M -$6.96M 1 0.07% Reduced
142
GL
GLG LLC
New York
$10.4M +$2.4M 1 0.74% Increased
143
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10.3M -$581K 1 0.02% Reduced
144
KB
Kimelman & Baird
New York
$10.2M $0 1 1.45% Maintained
145
Driehaus Capital Management
Driehaus Capital Management
Illinois
$10.1M -$4.44M 2 0.38% Reduced
146
Arizona State Retirement System
Arizona State Retirement System
Arizona
$10M +$2.64M 2 0.1% Increased
147
CCM
Cerrano Capital Management
New York
$9.85M +$9.34M 1 3.96% New
148
Lazard Asset Management
Lazard Asset Management
New York
$9.73M -$8.33M 2 0.02% Reduced
149
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$9.63M +$974K 1 0.02% Increased
150
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$9.52M -$4.04M 1 0.07% Reduced
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