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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$20.7M -$53.4K 2 0.1% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$20.7M +$467K 3 0.06% Increased
128
Welch & Forbes
Welch & Forbes
Massachusetts
$20.1M -$17K 1 0.39% Reduced
129
Russell Investments Group
Russell Investments Group
United Kingdom
$20M +$22.9K 4 0.04% Increased
130
Allianz Asset Management
Allianz Asset Management
Germany
$19.9M -$3.59M 2 0.04% Reduced
131
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$19.8M -$614K 1 0.47% Reduced
132
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$19.2M +$5.64M 2 0.03% Increased
133
FAS
Formuepleje A/S
Denmark
$18.3M -$15.5M 1 1.49% Reduced
134
Waverton Investment Management
Waverton Investment Management
United Kingdom
$17.9M +$8.99M 1 0.73% Increased
135
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.6M +$295K 4 0.01% Increased
136
ACM
Atlanta Capital Management
Georgia
$17.4M -$1.21M 1 0.08% Reduced
137
LSV Asset Management
LSV Asset Management
Illinois
$17.3M -$1.82M 1 0.04% Reduced
138
Aviva
Aviva
United Kingdom
$17.1M -$2.26M 1 0.1% Reduced
139
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$16.8M -$9.99M 3 0.09% Reduced
140
Beck Mack & Oliver
Beck Mack & Oliver
New York
$16.5M -$409K 1 0.53% Reduced
141
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.3M +$2.3M 4 0.1% Increased
142
HSBC Holdings
HSBC Holdings
United Kingdom
$16M -$557K 2 0.03% Reduced
143
Verition Fund Management
Verition Fund Management
Connecticut
$15.8M +$3.33M 2 0.18% Increased
144
LI
Leeward Investments
Massachusetts
$15.6M -$125K 1 0.74% Reduced
145
Axa
Axa
France
$15.2M -$217K 2 0.06% Reduced
146
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.6M +$15.8M 2 0.06% New
147
AIG
American International Group
New York
$14.5M -$527K 4 0.11% Reduced
148
Nomura Asset Management
Nomura Asset Management
Japan
$14.1M +$2.8M 2 0.09% Increased
149
Stifel Financial
Stifel Financial
Missouri
$13.8M +$13.1K 3 0.02% Increased
150
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.5M -$2.38M 3 0.03% Reduced