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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
Natixis Advisors
Natixis Advisors
Massachusetts
$49.5M +$4.28M 4 0.1% Increased
127
Russell Investments Group
Russell Investments Group
United Kingdom
$48.9M -$4.71M 4 0.07% Reduced
128
HM Payson & Co
HM Payson & Co
Maine
$48.9M +$31M 3 0.84% Increased
129
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$48.1M -$965K 3 0.66% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$46.4M +$1.24M 2 0.14% Increased
131
LPL Financial
LPL Financial
California
$46.1M +$390K 4 0.02% Increased
132
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$44.6M +$667K 3 0.09% Increased
133
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$44.3M +$483K 4 0.05% Increased
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$43.7M -$991K 4 0.08% Reduced
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.9M -$6.71M 1 0.13% Reduced
136
Silvercrest Asset Management
Silvercrest Asset Management
New York
$42.4M +$8.95M 3 0.29% Increased
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$41.7M -$28.6M 3 0.16% Reduced
138
National Pension Service
National Pension Service
South Korea
$41.4M +$1.14M 1 0.04% Increased
139
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7M +$718K 4 0.04% Increased
140
Reinhart Partners
Reinhart Partners
Wisconsin
$40.6M -$14.9M 1 1.54% Reduced
141
US Bancorp
US Bancorp
Minnesota
$40.6M -$2.4M 4 0.05% Reduced
142
MTC
McDaniel Terry & Co
Texas
$40.2M +$184K 1 3.37% Increased
143
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$39.4M +$1.29M 2 0.38% Increased
144
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$39.1M -$266K 4 0.02% Reduced
145
Vontobel Holding
Vontobel Holding
Switzerland
$37.6M +$5.57M 3 0.12% Increased
146
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$37.6M +$3.13M 2 0.07% Increased
147
PCM
Portolan Capital Management
Massachusetts
$37.4M -$22.3M 2 2.71% Reduced
148
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.8M -$1.84M 4 0.02% Reduced
149
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$36.7M -$8.84M 2 0.03% Reduced
150
AQR Capital Management
AQR Capital Management
Connecticut
$36.3M -$4.34M 4 0.05% Reduced