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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
GFA
Gallagher Fiduciary Advisors
Illinois
$15.1M +$15.8M 1 2.9% New
127
APG Asset Management
APG Asset Management
Netherlands
$15M +$308K 2 0.03% Increased
128
CM
CS McKee
Pennsylvania
$14.6M -$5.83M 1 1.24% Reduced
129
CC
Carlson Capital
Texas
$14.6M +$15.3M 1 0.21% New
130
Creative Planning
Creative Planning
Kansas
$14.6M -$3.78M 2 0.06% Reduced
131
BOK Financial
BOK Financial
Oklahoma
$14.6M +$2.73M 3 0.39% Increased
132
ACM
Argent Capital Management
Missouri
$14.4M +$14.9M 1 0.52% New
133
National Pension Service
National Pension Service
South Korea
$14.3M -$1.33M 1 0.06% Reduced
134
AIG
American International Group
New York
$14.3M +$7.53M 4 0.05% Increased
135
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$14.3M +$14.8M 1 0.17% New
136
Welch & Forbes
Welch & Forbes
Massachusetts
$13.7M -$5.41M 1 0.35% Reduced
137
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.6M +$4.47M 3 0.14% Increased
138
Putnam Investments
Putnam Investments
Massachusetts
$12.3M -$1.12M 2 0.03% Reduced
139
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$11.7M -$11.5M 1 0.93% Reduced
140
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.7M -$1.72M 3 0.06% Reduced
141
Personal Capital Advisors
Personal Capital Advisors
California
$11.6M -$756K 1 0.16% Reduced
142
KTA
Keeley-Teton Advisors
Illinois
$11.5M +$3.66M 2 0.79% Increased
143
PFC
Phocas Financial Corp
California
$11.5M -$267K 2 0.99% Reduced
144
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.3M +$8.99M 2 0.07% Increased
145
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$11.3M -$2.91M 1 0.28% Reduced
146
M&T Bank
M&T Bank
New York
$11.1M -$1.59M 3 0.06% Reduced
147
SEI Investments
SEI Investments
Pennsylvania
$11M +$4.76M 3 0.04% Increased
148
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$10.9M -$2.61M 1 0.07% Reduced
149
Aperio Group
Aperio Group
California
$10.8M +$161K 4 0.05% Increased
150
Swiss Life Asset Management
Swiss Life Asset Management
$10.7M +$3.09M 2 0.16% Increased