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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
National Pension Service
National Pension Service
South Korea
$41.1M +$4.93M 1 0.04% Increased
127
Nomura Asset Management
Nomura Asset Management
Japan
$40.9M -$4.04M 3 0.13% Reduced
128
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$40.4M -$28.8M 2 0.88% Reduced
129
TAM
Thematics Asset Management
France
$39.4M +$2.93M 2 1.99% Increased
130
MTC
McDaniel Terry & Co
Texas
$38.7M -$265K 1 3.39% Reduced
131
Rockefeller Capital Management
Rockefeller Capital Management
New York
$38M +$3.54M 3 0.09% Increased
132
PCM
Portolan Capital Management
Massachusetts
$37.9M +$16.2M 1 2.88% Increased
133
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$37.7M +$9.51M 2 0.38% Increased
134
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$36.8M +$670K 2 0.07% Increased
135
Walleye Capital
Walleye Capital
New York
$36.4M +$29.1M 3 0.16% Increased
136
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.2M -$13.4M 4 0.15% Reduced
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.1M +$352K 4 0.07% Increased
138
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.8M +$969K 5 0.02% Increased
139
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$35.6M +$25.6M 4 0.07% Increased
140
Gabelli Funds
Gabelli Funds
New York
$35.4M +$1.31M 3 0.27% Increased
141
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$35.3M -$1.28M 3 0.08% Reduced
142
Royce & Associates
Royce & Associates
New York
$34.2M +$26.8M 2 0.37% Increased
143
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$33.8M +$6.34M 4 0.09% Increased
144
Frontier Capital Management
Frontier Capital Management
Massachusetts
$33M -$37.4M 1 0.36% Reduced
145
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.5M +$38.5M 3 0.03% Increased
146
US Bancorp
US Bancorp
Minnesota
$32.1M -$1.22M 4 0.04% Reduced
147
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32M +$18.9M 5 0.01% Increased
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$31.8M -$20.3K 3 0.12% Reduced
149
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.4M +$139K 4 0.03% Increased
150
Axa
Axa
France
$31M -$16.5M 1 0.1% Reduced