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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
151
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$76.7M -$693K 1 3.7% Reduced
152
PM
Pembroke Management
Quebec, Canada
$76.1M -$21.4M 2 9.83% Reduced
153
STRS Ohio
STRS Ohio
Ohio
$74.9M -$431K 4 0.28% Reduced
154
Royce & Associates
Royce & Associates
New York
$74.2M -$10.7M 2 0.6% Reduced
155
Vest Financial
Vest Financial
Virginia
$73.9M -$19.1M 1 0.78% Reduced
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
$72.3M +$15M 1 0.19% Increased
157
CIP
Champlain Investment Partners
Vermont
$70.5M -$198M 3 1.81% Reduced
158
Granahan Investment Management
Granahan Investment Management
Massachusetts
$70.4M -$30.1M 1 2.51% Reduced
159
BAMCO Inc
BAMCO Inc
New York
$69.1M -$35.1M 1 0.1% Reduced
160
ACP
Albar Capital Partners
United Kingdom
$68.5M +$20.7M 1 8.93% Increased
161
CI Investments Inc
CI Investments Inc
Ontario, Canada
$67.5M +$45.6M 2 0.22% Increased
162
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$66.6M +$18.1M 3 0.08% Increased
163
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$65.6M +$7.72M 4 0.11% Increased
164
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.2M -$26.7M 4 0.22% Reduced
165
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$63.3M +$2.19M 6 0.03% Increased
166
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$62.9M -$19.6M 3 0.18% Reduced
167
Stifel Financial
Stifel Financial
Missouri
$62.5M +$4.18M 5 0.05% Increased
168
HighTower Advisors
HighTower Advisors
Illinois
$62.1M +$11.4M 5 0.06% Increased
169
Aviva
Aviva
United Kingdom
$60.8M +$31.5M 2 0.09% Increased
170
Silvercrest Asset Management
Silvercrest Asset Management
New York
$60.3M -$28.8M 4 0.4% Reduced
171
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$59.6M +$11.9M 2 0.03% Increased
172
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$59.6M -$3.91M 2 0.07% Reduced
173
Chilton Capital Management
Chilton Capital Management
Texas
$58.9M +$23.9M 1 1.86% Increased
174
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$58.5M -$38.7M 1 1.88% Reduced
175
Bridgewater Associates
Bridgewater Associates
Connecticut
$58M +$6.58M 3 0.24% Increased