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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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$26.5M -$23.9K 4 0.12% Reduced
127
LSV Asset Management
LSV Asset Management
Illinois
$26M +$2.19M 2 0.04% Increased
128
ACM
Atlanta Capital Management
Georgia
$25.9M -$342K 1 0.09% Reduced
129
SGAM
Smith Group Asset Management
Texas
$25.6M -$743K 1 1.36% Reduced
130
Two Sigma Advisers
Two Sigma Advisers
New York
$25.3M -$19.1M 3 0.07% Reduced
131
HSBC Holdings
HSBC Holdings
United Kingdom
$25.2M +$1.65M 3 0.03% Increased
132
Primecap Management
Primecap Management
California
$24.8M $0 1 0.02% Maintained
133
Citigroup
Citigroup
New York
$24.6M +$1.09M 4 0.02% Increased
134
Canada Life
Canada Life
Manitoba, Canada
$24.1M +$827K 2 0.06% Increased
135
Welch & Forbes
Welch & Forbes
Massachusetts
$23.5M +$393K 1 0.43% Increased
136
Beck Mack & Oliver
Beck Mack & Oliver
New York
$23M -$1.61M 1 0.71% Reduced
137
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$22.8M +$3.33M 2 0.17% Increased
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$22.5M +$957K 2 0.09% Increased
139
DnB Asset Management
DnB Asset Management
Norway
$21.8M +$3.74M 2 0.16% Increased
140
SEI Investments
SEI Investments
Pennsylvania
$21.4M +$317K 3 0.05% Increased
141
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$21.2M +$17.5M 2 0.01% Increased
142
Macquarie Group
Macquarie Group
Australia
$20.4M +$65.8K 4 0.03% Increased
143
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M +$8.55M 1 0.55% Increased
144
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$17.5M +$501K 3 0.04% Increased
145
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.4M -$1.48M 2 0.02% Reduced
146
ClearBridge Investments
ClearBridge Investments
New York
$17.3M +$11.7M 1 0.01% Increased
147
Chilton Capital Management
Chilton Capital Management
Texas
$17.2M +$798K 1 1.15% Increased
148
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$17.1M +$64.8K 3 0.29% Increased
149
AIG
American International Group
New York
$16.9M -$263K 4 0.06% Reduced
150
Stifel Financial
Stifel Financial
Missouri
$16.9M +$373K 3 0.03% Increased