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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
ClearBridge Investments
ClearBridge Investments
New York
$30.9M +$3.55M 1 0.02% Increased
127
Welch & Forbes
Welch & Forbes
Massachusetts
$30.8M +$20.2K 1 0.46% Increased
128
SC
Sasco Capital
Connecticut
$30.7M -$7.21M 1 3.53% Reduced
129
Comerica Bank
Comerica Bank
Texas
$30.2M +$927K 4 0.22% Increased
130
ACM
Atlanta Capital Management
Georgia
$28.2M -$131K 1 0.1% Reduced
131
SGAM
Smith Group Asset Management
Texas
$28.1M -$1.17M 1 1.29% Reduced
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28M -$4.08M 4 0.02% Reduced
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27.6M -$1.02M 2 0.1% Reduced
134
Beck Mack & Oliver
Beck Mack & Oliver
New York
$27.2M -$3.17M 1 0.65% Reduced
135
HSBC Holdings
HSBC Holdings
United Kingdom
$27.1M -$6.16M 3 0.03% Reduced
136
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.5M -$26M 4 0.01% Reduced
137
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$26M -$513K 1 0.19% Reduced
138
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25.5M +$11.6M 1 0.03% Increased
139
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$24.2M -$18.8M 2 0.07% Reduced
140
EIP
Easterly Investment Partners
Massachusetts
$24M -$6M 2 1.75% Reduced
141
Citigroup
Citigroup
New York
$23.9M -$944K 4 0.01% Reduced
142
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$23.2M +$2.09M 1 0.68% Increased
143
Axa
Axa
France
$23M -$17.3M 2 0.06% Reduced
144
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$22.7M +$205K 3 0.04% Increased
145
Chilton Capital Management
Chilton Capital Management
Texas
$21.9M -$442K 1 1.11% Reduced
146
Moore Capital Management
Moore Capital Management
New York
$21.7M +$12M 2 0.43% Increased
147
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21M +$1.57M 3 0.08% Increased
148
Stifel Financial
Stifel Financial
Missouri
$21M -$1.05M 3 0.03% Reduced
149
AIG
American International Group
New York
$20.9M -$213K 4 0.1% Reduced
150
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9M +$142K 3 0.07% Increased