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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
Creative Planning
Creative Planning
Kansas
$75.2M +$7.14M 6 0.05% Increased
127
Harding Loevner
Harding Loevner
New Jersey
$73.9M +$70.9M 1 0.76% New
128
SG Americas Securities
SG Americas Securities
New York
$73.5M -$2.15M 5 0.08% Reduced
129
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$73.5M +$170K 2 0.05% Increased
130
IP
Interval Partners
New York
$72.1M -$57.1M 1 1.89% Reduced
131
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$72M -$625K 1 3.5% Reduced
132
PM
Pembroke Management
Quebec, Canada
$71.5M -$19.2M 2 10.35% Reduced
133
Silvercrest Asset Management
Silvercrest Asset Management
New York
$71.5M -$11.7M 4 0.52% Reduced
134
SCM
Spyglass Capital Management
California
$71.1M -$30.9M 1 5.03% Reduced
135
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$70.9M +$799K 1 0.24% Increased
136
Channing Capital Management
Channing Capital Management
Illinois
$70.6M +$61.3M 1 1.81% New
137
Ariel Investments
Ariel Investments
Illinois
$70.5M -$1.89M 1 0.79% Reduced
138
HM Payson & Co
HM Payson & Co
Maine
$70.5M -$18.9M 3 1.02% Reduced
139
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$70.2M +$7.49M 1 0.45% Increased
140
BAMCO Inc
BAMCO Inc
New York
$69.9M +$9.66M 1 0.21% Increased
141
STRS Ohio
STRS Ohio
Ohio
$69.6M +$10.4M 4 0.28% Increased
142
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$69.5M -$11.6M 4 0.27% Reduced
143
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$69.3M +$60.2M 1 0.05% Increased
144
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$69.2M +$2.89M 4 0.05% Increased
145
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$69.1M +$516K 3 0.23% Increased
146
Primecap Management
Primecap Management
California
$67.9M $0 1 0.05% Maintained
147
Man Group
Man Group
United Kingdom
$67.6M -$15.3M 4 0.12% Reduced
148
Tidal Investments
Tidal Investments
Wisconsin
$67M +$26.3M 4 0.14% Increased
149
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$64.2M +$4.5M 1 1.58% Increased
150
Rockefeller Capital Management
Rockefeller Capital Management
New York
$62.8M +$1.54M 5 0.11% Increased