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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$17.4M -$715K 1 0.19% Reduced
127
MPIA
Mountain Pacific Investment Advisers
Idaho
$17.4M -$46.3K 1 1.46% Reduced
128
Winton Group
Winton Group
United Kingdom
$17.1M +$14.9M 2 0.24% Increased
129
M&T Bank
M&T Bank
New York
$17.1M +$312K 3 0.08% Increased
130
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$16.6M -$1.09M 1 0.12% Reduced
131
VOYA Investment Management
VOYA Investment Management
Georgia
$16.5M +$514K 4 0.03% Increased
132
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.5M -$1.97M 4 0.13% Reduced
133
Burney Company
Burney Company
Virginia
$16.2M +$48.6K 1 0.89% Increased
134
Stifel Financial
Stifel Financial
Missouri
$16.1M +$538K 3 0.03% Increased
135
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16M -$1.62M 2 0.06% Reduced
136
Natixis Advisors
Natixis Advisors
Massachusetts
$15.2M +$7.77M 2 0.11% Increased
137
AIG
American International Group
New York
$15.2M -$9.73K 4 0.06% Reduced
138
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.2M +$3.51M 3 0.08% Increased
139
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$15.1M -$132K 1 0.28% Reduced
140
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$15.1M +$482K 1 0.13% Increased
141
Victory Capital Management
Victory Capital Management
Texas
$15M +$268K 4 0.02% Increased
142
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$14.9M +$1.2M 2 0.24% Increased
143
Bahl & Gaynor
Bahl & Gaynor
Ohio
$14.9M -$1.47M 2 0.1% Reduced
144
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.8M +$14.2K 2 0.06% Increased
145
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$14.7M -$529K 2 0.04% Reduced
146
Aperio Group
Aperio Group
California
$14.6M +$21.9K 4 0.05% Increased
147
Gotham Asset Management
Gotham Asset Management
New York
$14.6M +$10.4M 1 0.27% Increased
148
AQR Arbitrage
AQR Arbitrage
Connecticut
$14.5M -$3.49M 1 0.24% Reduced
149
Putnam Investments
Putnam Investments
Massachusetts
$14M -$95K 1 0.03% Reduced
150
Baird Financial Group
Baird Financial Group
Wisconsin
$13.8M -$621K 2 0.05% Reduced