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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
$12.1M -$207K 2 0.02% Reduced
152
VOYA Investment Management
VOYA Investment Management
Georgia
$12M -$2.24M 3 0.03% Reduced
153
Hancock Whitney
Hancock Whitney
Mississippi
$11.7M -$2.25M 1 0.46% Reduced
154
LI
LMCG Investments
Massachusetts
$11.7M -$1.72M 1 0.26% Reduced
155
ZA
Zweig Advisers
Connecticut
$11.7M -$495K 1 1.66% Reduced
156
USAA
United Services Automobile Association
Texas
$11.6M -$2.85M 2 0.05% Reduced
157
TCW Group
TCW Group
California
$11.5M -$2.25M 1 0.05% Reduced
158
KA
KLCM Advisors
Wisconsin
$11.4M -$3.02M 1 3.03% Reduced
159
KG
Killen Group
Pennsylvania
$11.3M -$5.79M 1 0.61% Reduced
160
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11M -$2.13M 1 0.08% Reduced
161
NPIT
National Penn Investors Trust
Pennsylvania
$10.8M -$2.52M 2 1.28% Reduced
162
Wilmington Trust
Wilmington Trust
Delaware
$10.7M -$2.49M 1 0.18% Reduced
163
Nomura Holdings
Nomura Holdings
Japan
$10.6M +$6.76M 1 0% Increased
164
DM
Delphi Management
Massachusetts
$10.6M -$2.16M 1 1.15% Reduced
165
BA
Broadview Advisors
Wisconsin
$10.5M -$84.5K 1 1.05% Reduced
166
AAC
Asset Advisors Corp
Georgia
$10.3M -$2.37M 1 2.44% Reduced
167
KB
Kimelman & Baird
New York
$10.1M -$1.95M 1 1.88% Reduced
168
NFA
Nationwide Fund Advisors
Ohio
$10M -$3.16M 2 0.05% Reduced
169
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$9.97M -$1.86M 3 0.07% Reduced
170
GH
GAM Holding
Switzerland
$9.89M -$1.8M 1 0.16% Reduced
171
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$9.84M -$2.07M 1 0.04% Reduced
172
AIG
American International Group
New York
$9.82M +$991K 3 0.05% Increased
173
People's United Financial
People's United Financial
Connecticut
$9.78M -$2.78M 1 0.59% Reduced
174
Aviva
Aviva
United Kingdom
$9.77M -$2.32M 1 0.08% Reduced
175
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$9.36M +$5.64M 1 0.42% Increased