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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
Canada Life
Canada Life
Manitoba, Canada
$21.5M +$614K 2 0.04% Increased
127
Citigroup
Citigroup
New York
$21.4M -$2.43M 4 0.01% Reduced
128
Welch & Forbes
Welch & Forbes
Massachusetts
$21.2M +$113K 1 0.42% Increased
129
HSBC Holdings
HSBC Holdings
United Kingdom
$21.2M +$1.54M 4 0.03% Increased
130
Primecap Management
Primecap Management
California
$20.7M $0 1 0.02% Maintained
131
LSV Asset Management
LSV Asset Management
Illinois
$20.1M +$395K 2 0.04% Increased
132
CRM
Cramer Rosenthal McGlynn
Connecticut
$19.7M -$1.95M 1 0.62% Reduced
133
M&T Bank
M&T Bank
New York
$19.4M +$418K 3 0.09% Increased
134
Royce & Associates
Royce & Associates
New York
$19M +$1.14M 1 0.16% Increased
135
IP
Interval Partners
New York
$18.9M +$9.64M 2 0.79% Increased
136
Macquarie Group
Macquarie Group
Australia
$18.7M -$1.2M 4 0.03% Reduced
137
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$18.7M +$12.4M 2 0.08% Increased
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$18.6M -$23.7K 2 0.07% Reduced
139
SEI Investments
SEI Investments
Pennsylvania
$18.5M +$4.07M 3 0.05% Increased
140
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$17.7M +$2.53M 2 0.15% Increased
141
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.3M -$20.1M 2 0.02% Reduced
142
Aperio Group
Aperio Group
California
$17.1M -$46.7K 3 0.05% Reduced
143
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$16.3M +$701K 1 0.11% Increased
144
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$16.1M -$239K 2 0.27% Reduced
145
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$16M -$8.64M 2 0.22% Reduced
146
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15.8M +$3.94M 3 0.04% Increased
147
DnB Asset Management
DnB Asset Management
Norway
$15.6M +$1.72M 2 0.14% Increased
148
PFM
Parsec Financial Management
North Carolina
$15.5M -$838K 1 0.84% Reduced
149
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.4M -$677K 2 0.05% Reduced
150
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$15.4M +$74.6K 1 0.77% Increased