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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
Gabelli Funds
Gabelli Funds
New York
$31.7M +$749K 2 0.24% Increased
127
Federated Hermes
Federated Hermes
Pennsylvania
$31.2M -$2.35M 2 0.08% Reduced
128
Russell Investments Group
Russell Investments Group
United Kingdom
$31.1M -$2.25M 4 0.06% Reduced
129
MTC
McDaniel Terry & Co
Texas
$30.5M -$233K 1 3.11% Reduced
130
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$30.5M +$298K 3 0.06% Increased
131
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$30.3M +$1.57M 1 0.33% Increased
132
Storebrand Asset Management
Storebrand Asset Management
Norway
$29.2M -$380K 3 0.13% Reduced
133
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.2M +$24.8M 1 0.09% Increased
134
Man Group
Man Group
United Kingdom
$28M +$26M 3 0.09% New
135
Royce & Associates
Royce & Associates
New York
$27.1M -$5.83M 2 0.26% Reduced
136
Nomura Asset Management
Nomura Asset Management
Japan
$26M +$2.7M 2 0.12% Increased
137
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$25.9M -$458K 1 0.53% Reduced
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.6M -$2.82M 2 0.11% Reduced
139
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25.4M +$812K 4 0.17% Increased
140
Woodline Partners
Woodline Partners
California
$25.4M +$6.78M 2 0.3% Increased
141
Waverton Investment Management
Waverton Investment Management
United Kingdom
$25.3M +$1.87M 1 0.72% Increased
142
Welch & Forbes
Welch & Forbes
Massachusetts
$25.1M +$110K 1 0.4% Increased
143
Citigroup
Citigroup
New York
$24.8M +$9.32M 4 0.02% Increased
144
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$24.2M +$1.58M 3 0.08% Increased
145
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.4M +$126K 4 0.01% Increased
146
LPL Financial
LPL Financial
California
$22.5M -$1.65M 3 0.02% Reduced
147
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.4M +$2.51M 2 0.05% Increased
148
AIG
American International Group
New York
$21.6M -$278K 4 0.13% Reduced
149
Canada Life
Canada Life
Manitoba, Canada
$21.5M -$5.41M 3 0.05% Reduced
150
Aviva
Aviva
United Kingdom
$21.1M -$7.76M 1 0.09% Reduced