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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M +$3.93M 4 0.02% Increased
127
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$35.6M +$16.3M 3 0.18% Increased
128
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$35.4M +$29M 1 1.79% New
129
US Bancorp
US Bancorp
Minnesota
$35.2M -$1.22M 4 0.05% Reduced
130
Prudential Financial
Prudential Financial
New Jersey
$34.9M -$6.3M 4 0.05% Reduced
131
Nomura Asset Management
Nomura Asset Management
Japan
$34.9M +$2.68M 2 0.14% Increased
132
National Pension Service
National Pension Service
South Korea
$34.5M $0 1 0.05% Maintained
133
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$33.3M -$13.7M 1 0.09% Reduced
134
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$32.2M +$6.93M 2 0.36% Increased
135
MTC
McDaniel Terry & Co
Texas
$32.2M +$133K 1 3.08% Increased
136
SEI Investments
SEI Investments
Pennsylvania
$31.7M -$5.16M 4 0.05% Reduced
137
Bank of Montreal
Bank of Montreal
Ontario, Canada
$31.6M +$5.23M 4 0.01% Increased
138
Vest Financial
Vest Financial
Virginia
$31.1M +$7.46M 1 1.16% Increased
139
Two Sigma Investments
Two Sigma Investments
New York
$31.1M -$3.24M 3 0.07% Reduced
140
LPL Financial
LPL Financial
California
$31M +$1.9M 4 0.02% Increased
141
Storebrand Asset Management
Storebrand Asset Management
Norway
$30.6M +$1M 4 0.11% Increased
142
Natixis Advisors
Natixis Advisors
Massachusetts
$29.7M +$3.2M 3 0.08% Increased
143
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.7M +$7.27M 4 0.03% Increased
144
OAM
Ophir Asset Management
Australia
$29.4M -$1.71M 1 5.84% Reduced
145
AQR Capital Management
AQR Capital Management
Connecticut
$29.3M -$26.2M 4 0.06% Reduced
146
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$28.8M -$1.22M 2 0.06% Reduced
147
Woodline Partners
Woodline Partners
California
$28.3M +$543K 1 0.31% Increased
148
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$28.2M +$25.3M 1 1.17% New
149
NPIC
Neumeier Poma Investment Counsel
California
$27.6M +$22.6M 1 2.46% New
150
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$27.4M -$246K 1 0.55% Reduced