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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
Aperio Group
Aperio Group
California
$12.7M +$2.62M 4 0.06% Increased
127
Frontier Capital Management
Frontier Capital Management
Massachusetts
$12.2M -$2.38M 1 0.14% Reduced
128
M&T Bank
M&T Bank
New York
$12M -$866K 3 0.07% Reduced
129
Stifel Financial
Stifel Financial
Missouri
$11.9M -$5.66K 3 0.03% Reduced
130
VOYA Investment Management
VOYA Investment Management
Georgia
$11.9M +$22.9K 4 0.03% Increased
131
IP
Interval Partners
New York
$11.8M -$4.98M 2 0.9% Reduced
132
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.7M -$357K 4 0.11% Reduced
133
MPIA
Mountain Pacific Investment Advisers
Idaho
$11.7M +$361K 1 1.23% Increased
134
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.6M -$346K 1 0.14% Reduced
135
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$11.5M +$1.03M 2 0.03% Increased
136
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.4M $0 2 0.06% Maintained
137
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$11.2M +$336K 2 0.25% Increased
138
Barclays
Barclays
United Kingdom
$11.1M -$11.2M 4 0.01% Reduced
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.9M +$175K 1 0.05% Increased
140
Burney Company
Burney Company
Virginia
$10.9M -$1.14M 1 0.83% Reduced
141
AIG
American International Group
New York
$10.8M -$4.27K 4 0.06% Reduced
142
Man Group
Man Group
United Kingdom
$10.8M -$21.5M 2 0.07% Reduced
143
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M +$13.4M 1 0.03% Increased
144
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$10.6M +$4.58M 1 0.6% Increased
145
Marshall Wace
Marshall Wace
United Kingdom
$10.5M +$12.2M 3 0.1% Increased
146
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$10.5M +$5.35M 1 0.35% Increased
147
HSBC Holdings
HSBC Holdings
United Kingdom
$10.4M -$2.9M 3 0.02% Reduced
148
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$10.3M -$859K 1 0.12% Reduced
149
Winton Group
Winton Group
United Kingdom
$10M -$4.21M 2 0.27% Reduced
150
Putnam Investments
Putnam Investments
Massachusetts
$10M -$209K 1 0.03% Reduced