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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
Macquarie Group
Macquarie Group
Australia
$10.6M +$9.87M 2 0.02% New
152
Korea Investment Corp
Korea Investment Corp
South Korea
$10.6M +$10.2M 1 0.13% New
153
USAA
United Services Automobile Association
Texas
$10.5M +$9.79M 2 0.05% New
154
PineBridge Investments
PineBridge Investments
New York
$10.4M +$9.98M 2 0.33% New
155
HSBC Holdings
HSBC Holdings
United Kingdom
$10.1M +$9.76M 1 0.03% New
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.1M +$9.75M 1 0.09% New
157
AQR Capital Management
AQR Capital Management
Connecticut
$10.1M +$9.46M 3 0.04% New
158
American Century Companies
American Century Companies
Missouri
$10M +$9.65M 1 0.01% New
159
ZA
Zweig Advisers
Connecticut
$10M +$9.64M 1 1.54% New
160
Aviva
Aviva
United Kingdom
$9.82M +$9.45M 1 0.1% New
161
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$9.78M +$9.41M 1 1.46% New
162
Federated Hermes
Federated Hermes
Pennsylvania
$9.75M +$9.38M 2 0.04% New
163
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$9.68M +$9.26M 3 0.08% New
164
KB
Kimelman & Baird
New York
$9.57M +$9.21M 1 2.02% New
165
KBC Group
KBC Group
Belgium
$9.44M +$9.08M 1 0.18% New
166
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$9.4M +$9.04M 1 0.11% New
167
Meag Munich Ergo
Meag Munich Ergo
Germany
$9.26M +$8.87M 1 0.7% New
168
BA
Broadview Advisors
Wisconsin
$9.02M +$7.99M 1 1.27% New
169
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.79M +$8.44M 3 0.02% New
170
Canada Life
Canada Life
Manitoba, Canada
$8.77M +$8.43M 1 0.06% New
171
AAC
Asset Advisors Corp
Georgia
$8.48M +$8.16M 1 2.5% New
172
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.36M +$8.04M 1 0.02% New
173
ARMC
American Research & Management Company
Massachusetts
$8.21M +$7.9M 1 3.3% New
174
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.02M +$7.72M 1 0.09% New
175
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$8.02M +$7.71M 1 0.05% New