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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
$28M +$617K 3 0.07% Increased
127
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$27.9M +$27.5M 3 0.38% Increased
128
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.7M -$1.45M 4 0.02% Reduced
129
EIP
Easterly Investment Partners
Massachusetts
$26.5M +$9.84M 2 1.79% Increased
130
Welch & Forbes
Welch & Forbes
Massachusetts
$26.4M -$45.4K 1 0.44% Reduced
131
Beck Mack & Oliver
Beck Mack & Oliver
New York
$26.2M -$539K 1 0.68% Reduced
132
SGAM
Smith Group Asset Management
Texas
$25.1M -$2.34M 1 1.27% Reduced
133
Eventide Asset Management
Eventide Asset Management
Massachusetts
$25M +$6.85M 1 0.33% Increased
134
First Trust Advisors
First Trust Advisors
Illinois
$24.7M -$81.3M 2 0.03% Reduced
135
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.5M -$394K 2 0.09% Reduced
136
Two Sigma Advisers
Two Sigma Advisers
New York
$23.8M +$1.95M 2 0.06% Increased
137
ACM
Atlanta Capital Management
Georgia
$23.3M -$793K 1 0.08% Reduced
138
ClearBridge Investments
ClearBridge Investments
New York
$23.1M +$3.04M 1 0.02% Increased
139
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$22.7M -$1.58M 1 0.17% Reduced
140
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$22.5M +$21.2M 2 0.28% Increased
141
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21.5M +$3.83M 3 0.12% Increased
142
Citigroup
Citigroup
New York
$21.3M -$25.1M 4 0.01% Reduced
143
AMF Tjänstepension
AMF Tjänstepension
Sweden
$20.7M -$13.7M 1 0.15% Reduced
144
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19.9M -$21.2M 1 0.2% Reduced
145
LSV Asset Management
LSV Asset Management
Illinois
$19.7M -$935K 1 0.04% Reduced
146
Osaic Holdings
Osaic Holdings
Arizona
$19.6M +$676K 4 0.04% Increased
147
Chilton Capital Management
Chilton Capital Management
Texas
$19.1M -$759K 1 1.07% Reduced
148
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19M -$34K 3 0.04% Reduced
149
PFM
Parsec Financial Management
North Carolina
$18.8M -$245K 1 0.8% Reduced
150
Stifel Financial
Stifel Financial
Missouri
$18.7M -$88.7K 3 0.03% Reduced