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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$43M -$13.4M 1 0.54% Reduced
127
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$42.2M +$981K 2 0.44% Increased
128
US Bancorp
US Bancorp
Minnesota
$41.9M -$350K 4 0.06% Reduced
129
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.9M -$6.56M 4 0.03% Reduced
130
Eagle Asset Management
Eagle Asset Management
Florida
$41.6M -$4.54M 2 0.21% Reduced
131
Federated Hermes
Federated Hermes
Pennsylvania
$41.5M +$10.6M 3 0.1% Increased
132
Merewether Investment Management
Merewether Investment Management
Texas
$40.5M +$8.61M 1 2.15% Increased
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.4M -$3.22M 4 0.04% Reduced
134
SEI Investments
SEI Investments
Pennsylvania
$40M -$110K 4 0.06% Reduced
135
Royce & Associates
Royce & Associates
New York
$39.9M +$2.96M 2 0.36% Increased
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.6M +$15.5M 1 0.14% Increased
137
STRS Ohio
STRS Ohio
Ohio
$39.6M -$17.1M 4 0.16% Reduced
138
LPL Financial
LPL Financial
California
$39.6M +$1.51M 4 0.02% Increased
139
National Pension Service
National Pension Service
South Korea
$38.6M -$1.07M 1 0.05% Reduced
140
Natixis Advisors
Natixis Advisors
Massachusetts
$38.4M +$2.52M 3 0.09% Increased
141
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$37.9M +$3.86M 2 0.05% Increased
142
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$37M +$1.72M 2 0.07% Increased
143
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.9M +$7.17M 4 0.09% Increased
144
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.8M +$4.06M 4 0.05% Increased
145
MTC
McDaniel Terry & Co
Texas
$36.6M -$405K 1 3.26% Reduced
146
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.2M -$59.2M 1 0.06% Reduced
147
OP
Oslo Pensjonsforsikring
$35.8M -$11.6M 1 5.22% Reduced
148
Axa
Axa
France
$35.4M +$14.6M 4 0.11% Increased
149
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34M -$2.8M 4 0.01% Reduced
150
SCA
Southpoint Capital Advisors
New York
$33.9M +$3.21M 1 0.67% Increased