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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
AC
Ascend Capital
California
$9.2M +$8.66M 1 0.35% New
152
Aviva
Aviva
United Kingdom
$8.98M +$107K 1 0.05% Increased
153
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.98M -$2.82M 3 0.01% Reduced
154
VOYA Investment Management
VOYA Investment Management
Georgia
$8.94M -$50.6K 3 0.02% Reduced
155
RAM
RWC Asset Management
United Kingdom
$8.8M -$773K 1 0.49% Reduced
156
AMF Tjänstepension
AMF Tjänstepension
Sweden
$8.74M +$1.52M 1 0.1% Increased
157
ACI
AMP Capital Investors
Australia
$8.51M $0 1 0.05% Maintained
158
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$8.42M -$133K 3 0.05% Reduced
159
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$8.32M -$4.06M 1 0.04% Reduced
160
KA
KLCM Advisors
Wisconsin
$8.31M -$5.62M 1 2.17% Reduced
161
CCC
Cincinnati Casualty Company
Ohio
$8.22M $0 1 7.06% Maintained
162
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.04M $0 1 0.11% Maintained
163
American Century Companies
American Century Companies
Missouri
$7.97M -$2.9M 1 0.01% Reduced
164
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$7.78M -$699K 1 0.02% Reduced
165
ARMC
American Research & Management Company
Massachusetts
$7.45M -$168K 1 2.41% Reduced
166
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.45M +$58.5K 1 0.59% Increased
167
HL Financial Services
HL Financial Services
Kentucky
$7.41M -$558K 1 0.14% Reduced
168
GL
GLG LLC
New York
$7.1M +$1.73M 1 0.46% Increased
169
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$6.9M +$3.75K 1 0.04% Increased
170
AIG
American International Group
New York
$6.83M -$649K 3 0.02% Reduced
171
DA
Denali Advisors
California
$6.65M -$2.37M 1 1.1% Reduced
172
SEI Investments
SEI Investments
Pennsylvania
$6.63M -$2.1M 2 0.02% Reduced
173
Arizona State Retirement System
Arizona State Retirement System
Arizona
$6.59M +$2.21M 2 0.08% Increased
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$6.41M -$3.62M 2 0.03% Reduced
175
PCM
Penn Capital Management
Pennsylvania
$6.4M -$907K 1 0.47% Reduced