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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$13.4M +$3.9M 1 0.14% Increased
152
Gotham Asset Management
Gotham Asset Management
New York
$13.3M +$5.94M 3 0.43% Increased
153
VOYA Investment Management
VOYA Investment Management
Georgia
$13.2M -$3.8M 3 0.03% Reduced
154
PineBridge Investments
PineBridge Investments
New York
$13.2M +$1.14M 2 0.41% Increased
155
Hancock Whitney
Hancock Whitney
Mississippi
$13M -$1.04M 1 0.6% Reduced
156
Wilmington Trust
Wilmington Trust
Delaware
$12.9M -$662K 1 0.23% Reduced
157
SCM
Stevens Capital Management
Pennsylvania
$12.7M -$5.25M 1 0.37% Reduced
158
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.3M +$2.49M 1 0.03% Increased
159
DM
Delphi Management
Massachusetts
$12.1M -$978K 1 1.37% Reduced
160
Korea Investment Corp
Korea Investment Corp
South Korea
$12M -$232K 1 0.13% Reduced
161
Russell Frank Company
Russell Frank Company
Washington
$12M +$2.02M 3 0.02% Increased
162
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.9M +$199K 1 0.1% Increased
163
People's United Financial
People's United Financial
Connecticut
$11.9M -$1.36M 1 0.76% Reduced
164
Aviva
Aviva
United Kingdom
$11.7M +$319K 1 0.1% Increased
165
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M +$6.11M 3 0.06% Increased
166
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$11.3M -$3.83M 1 0.05% Reduced
167
HSBC Holdings
HSBC Holdings
United Kingdom
$11.2M -$461K 1 0.03% Reduced
168
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$11.2M -$91.6K 3 0.09% Reduced
169
Macquarie Group
Macquarie Group
Australia
$11.1M -$1.31M 2 0.02% Reduced
170
Federated Hermes
Federated Hermes
Pennsylvania
$11.1M -$199K 2 0.04% Reduced
171
KB
Kimelman & Baird
New York
$11.1M -$8.64K 1 2.21% Reduced
172
GCM
Grisanti Capital Management
New York
$11.1M -$933K 1 5.09% Reduced
173
AAC
Asset Advisors Corp
Georgia
$10.8M +$967K 1 3.08% Increased
174
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$10.8M -$86K 1 0.13% Reduced
175
BA
Broadview Advisors
Wisconsin
$10.7M -$1.23M 1 1.24% Reduced