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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
Comerica Bank
Comerica Bank
Texas
$46.2M +$12M 3 0.19% Increased
127
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45.4M -$10.7M 4 0.09% Reduced
128
Allianz Asset Management
Allianz Asset Management
Germany
$45.3M +$19.5M 3 0.06% Increased
129
Rockefeller Capital Management
Rockefeller Capital Management
New York
$44.9M -$26.9M 3 0.12% Reduced
130
Russell Investments Group
Russell Investments Group
United Kingdom
$43.9M -$3.09M 4 0.06% Reduced
131
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.7M +$44.4M 1 0.19% Increased
132
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$43.6M +$40.1M 1 0.2% Increased
133
JGC
J. Goldman & Co
New York
$43.2M +$47.9M 1 1.13% New
134
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$43.1M +$45.8M 3 0.09% New
135
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$42.7M -$10.5M 4 0.16% Reduced
136
Two Sigma Investments
Two Sigma Investments
New York
$42.7M -$40.6M 2 0.09% Reduced
137
Eventide Asset Management
Eventide Asset Management
Massachusetts
$42.7M -$6.69M 1 0.78% Reduced
138
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$42.6M -$235K 4 0.08% Reduced
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$42M -$1.88M 3 0.09% Reduced
140
RIM
Ranger Investment Management
Texas
$41.8M +$6.7M 1 2.64% Increased
141
Vontobel Holding
Vontobel Holding
Switzerland
$41.6M +$5.56M 3 0.14% Increased
142
MTC
McDaniel Terry & Co
Texas
$41.6M +$2.36M 1 3.41% Increased
143
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$41.5M -$139K 3 0.15% Reduced
144
Natixis Advisors
Natixis Advisors
Massachusetts
$41.2M -$9.81M 4 0.08% Reduced
145
National Bank of Canada
National Bank of Canada
Quebec, Canada
$40.9M -$13.2M 2 0.04% Reduced
146
Fidelity International
Fidelity International
Bermuda
$40.7M +$30.8M 1 0.04% Increased
147
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39.7M +$438K 1 0.03% Increased
148
US Bancorp
US Bancorp
Minnesota
$39.4M -$799K 4 0.05% Reduced
149
National Pension Service
National Pension Service
South Korea
$39M -$1.56M 1 0.04% Reduced
150
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.7M -$1.36M 4 0.03% Reduced