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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
$29.4M $0 4 0.13% Maintained
127
Federated Hermes
Federated Hermes
Pennsylvania
$28.9M -$2.64M 3 0.05% Reduced
128
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.3M -$709K 4 0.02% Reduced
129
Primecap Management
Primecap Management
California
$27.7M $0 1 0.02% Maintained
130
SAM
Scopus Asset Management
New York
$27.7M -$6.57M 1 0.36% Reduced
131
HSBC Holdings
HSBC Holdings
United Kingdom
$27.1M -$330K 3 0.03% Reduced
132
Los Angeles Capital Management
Los Angeles Capital Management
California
$26.7M -$19.5M 2 0.12% Reduced
133
SGAM
Smith Group Asset Management
Texas
$26.5M -$1.53M 1 1.3% Reduced
134
Canada Life
Canada Life
Manitoba, Canada
$26.3M +$200K 3 0.06% Increased
135
Beck Mack & Oliver
Beck Mack & Oliver
New York
$25.9M +$650K 1 0.69% Increased
136
Welch & Forbes
Welch & Forbes
Massachusetts
$25.6M -$207K 1 0.43% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$24M +$695K 3 0.05% Increased
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24M -$1.07M 2 0.09% Reduced
139
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$23.5M -$1.53M 1 0.17% Reduced
140
ACM
Atlanta Capital Management
Georgia
$23.1M -$85.8K 1 0.08% Reduced
141
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$22.5M -$198K 1 0.57% Reduced
142
GF
Greenhouse Funds
Maryland
$22.3M +$9.28M 1 1.95% Increased
143
Two Sigma Advisers
Two Sigma Advisers
New York
$22.1M -$6.09M 2 0.06% Reduced
144
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$19.4M +$342K 2 0.02% Increased
145
ClearBridge Investments
ClearBridge Investments
New York
$19.4M $0 1 0.01% Maintained
146
Chilton Capital Management
Chilton Capital Management
Texas
$19.2M +$279K 1 1.1% Increased
147
Renaissance Technologies
Renaissance Technologies
New York
$18.4M +$1.76M 5 0.02% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3M +$817K 3 0.06% Increased
149
Osaic Holdings
Osaic Holdings
Arizona
$18.3M +$653K 4 0.04% Increased
150
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.3M +$448K 3 0.04% Increased