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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
Macquarie Group
Macquarie Group
Australia
$16M -$781K 3 0.03% Reduced
127
Swiss Life Asset Management
Swiss Life Asset Management
$14.8M -$2.12M 1 0.24% Reduced
128
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14.5M -$88.2K 2 0.07% Reduced
129
Stifel Financial
Stifel Financial
Missouri
$14.1M +$545K 3 0.03% Increased
130
PFM
Parsec Financial Management
North Carolina
$14.1M -$2.51M 1 0.9% Reduced
131
Aperio Group
Aperio Group
California
$13.8M -$700K 3 0.05% Reduced
132
M&T Bank
M&T Bank
New York
$13.6M -$175K 3 0.07% Reduced
133
Allianz Asset Management
Allianz Asset Management
Germany
$13.6M +$11.9M 1 0.02% Increased
134
Russell Investments Group
Russell Investments Group
United Kingdom
$13.5M -$12.3M 4 0.03% Reduced
135
Gotham Asset Management
Gotham Asset Management
New York
$13.2M -$2.39M 3 0.4% Reduced
136
Alyeska Investment Group
Alyeska Investment Group
Illinois
$13.1M +$12.5M 1 0.2% New
137
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$13M +$1.33M 2 0.37% Increased
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.9M -$133K 2 0.05% Reduced
139
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M +$9.44M 2 0.19% Increased
140
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$12.6M -$250K 2 0.25% Reduced
141
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$12.5M -$739K 2 0.03% Reduced
142
HSBC Holdings
HSBC Holdings
United Kingdom
$12.3M +$380K 3 0.02% Increased
143
MPIA
Mountain Pacific Investment Advisers
Idaho
$12.3M -$725K 1 1.08% Reduced
144
AIG
American International Group
New York
$12M -$256K 4 0.06% Reduced
145
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.9M -$312K 1 0.68% Reduced
146
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$11.9M +$9.23K 1 0.1% Increased
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.9M -$705K 1 0.05% Reduced
148
Chilton Capital Management
Chilton Capital Management
Texas
$11.6M +$11.1M 1 0.99% New
149
Nordea Investment Management
Nordea Investment Management
Sweden
$11.5M +$9.83M 2 0.01% Increased
150
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.5M -$1.79M 2 0.12% Reduced