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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
$27.7M +$427K 3 0.07% Increased
127
Allianz Asset Management
Allianz Asset Management
Germany
$27.3M +$9.01M 2 0.05% Increased
128
LSV Asset Management
LSV Asset Management
Illinois
$25.9M -$3.19M 1 0.06% Reduced
129
Welch & Forbes
Welch & Forbes
Massachusetts
$25.7M -$41.5K 1 0.43% Reduced
130
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$25.5M -$1.17M 3 0.03% Reduced
131
Man Group
Man Group
United Kingdom
$25.5M -$15.8M 0 – Closed
132
Renaissance Technologies
Renaissance Technologies
New York
$25.3M +$1.22M 4 0.03% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.1M -$2M 2 0.11% Reduced
134
Royce & Associates
Royce & Associates
New York
$24.9M -$10.7M 2 0.25% Reduced
135
Waverton Investment Management
Waverton Investment Management
United Kingdom
$24.1M +$2.18M 1 0.74% Increased
136
Nomura Asset Management
Nomura Asset Management
Japan
$23.9M +$2.78M 2 0.13% Increased
137
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$23.7M -$1.71M 1 0.33% Reduced
138
LPL Financial
LPL Financial
California
$23.2M +$4.39M 4 0.02% Increased
139
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$22.7M $0 3 0.53% Maintained
140
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22.6M +$4.51M 4 0.08% Increased
141
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.5M -$1.04M 4 0.01% Reduced
142
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$22M -$2.03M 1 0.47% Reduced
143
Gabelli Funds
Gabelli Funds
New York
$22M +$36.6K 2 0.17% Increased
144
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.4M +$766K 4 0.01% Increased
145
Barclays
Barclays
United Kingdom
$21.4M -$10.3M 4 0.01% Reduced
146
LI
Leeward Investments
Massachusetts
$21.3M -$84K 1 0.97% Reduced
147
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21.3M +$6.92M 4 0.14% Increased
148
SAM
Scopus Asset Management
New York
$21.3M +$3.95M 1 0.51% Increased
149
INTECH Investment Management
INTECH Investment Management
Florida
$21.2M -$4.6M 1 0.17% Reduced
150
Beck Mack & Oliver
Beck Mack & Oliver
New York
$20.7M -$113K 1 0.6% Reduced