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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$17M +$14.6M 2 0.08% Increased
127
BOK Financial
BOK Financial
Oklahoma
$16.3M -$136K 3 0.41% Reduced
128
Welch & Forbes
Welch & Forbes
Massachusetts
$16.2M -$368K 1 0.39% Reduced
129
AIG
American International Group
New York
$16.1M +$235K 4 0.05% Increased
130
MPIA
Mountain Pacific Investment Advisers
Idaho
$16.1M +$7.33M 1 1.51% Increased
131
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.8M -$39.1K 3 0.15% Reduced
132
Panagora Asset Management
Panagora Asset Management
Massachusetts
$15.3M -$5.98M 3 0.06% Reduced
133
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$15M -$421K 1 0.18% Reduced
134
DCCA
D.C. Capital Advisors
New York
$14.9M $0 1 7% Maintained
135
Stifel Financial
Stifel Financial
Missouri
$14.8M -$7.12M 4 0.04% Reduced
136
AC
Ascend Capital
California
$14.6M +$12.1M 2 0.73% Increased
137
Man Group
Man Group
United Kingdom
$13.8M -$14.6M 2 0.05% Reduced
138
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.5M -$7.45M 1 0.03% Reduced
139
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$13.5M -$130K 1 0.3% Reduced
140
KTA
Keeley-Teton Advisors
Illinois
$13.5M +$4.25M 2 0.96% Increased
141
Aperio Group
Aperio Group
California
$13.4M +$738K 4 0.06% Increased
142
Winton Group
Winton Group
United Kingdom
$13.4M +$7.75M 3 0.28% Increased
143
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.3M +$2.22M 4 0.01% Increased
144
M&T Bank
M&T Bank
New York
$13.2M -$85.6K 3 0.07% Reduced
145
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.1M +$12M 2 0.58% Increased
146
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$13M +$191K 1 0.08% Increased
147
Personal Capital Advisors
Personal Capital Advisors
California
$12.8M -$411K 1 0.16% Reduced
148
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.6M +$7.71M 2 0.06% Increased
149
SEI Investments
SEI Investments
Pennsylvania
$12.3M -$157K 4 0.04% Reduced
150
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$12.1M -$1.06M 1 0.08% Reduced