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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
Aviva
Aviva
United Kingdom
$11.4M +$2.15M 2 0.06% Increased
152
Burney Company
Burney Company
Virginia
$11.4M -$1.36M 1 0.68% Reduced
153
Jefferies Group
Jefferies Group
New York
$11.3M -$724K 2 0.07% Reduced
154
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$11.3M +$4.76M 2 0.15% Increased
155
Marshall Wace North America
Marshall Wace North America
New York
$11.3M +$4.44M 1 0.08% Increased
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.3M -$732K 1 0.05% Reduced
157
BC
Blackcrane Capital
Washington
$11.1M +$11.1M 1 9.68% New
158
UBV
United Bank (Virginia)
Virginia
$11.1M +$10.3M 1 2.33% New
159
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$16.7M 1 0.04% Reduced
160
VOYA Investment Management
VOYA Investment Management
Georgia
$10.6M +$2.49M 4 0.02% Increased
161
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$10.6M +$3.42M 1 0.83% Increased
162
PineBridge Investments
PineBridge Investments
New York
$10.6M +$6.56M 2 0.2% Increased
163
NPPM
North Point Portfolio Managers
Ohio
$10.5M -$369K 1 1.78% Reduced
164
Bahl & Gaynor
Bahl & Gaynor
Ohio
$10.1M -$848K 2 0.13% Reduced
165
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$10.1M -$137K 1 0.23% Reduced
166
Canada Life
Canada Life
Manitoba, Canada
$10.1M -$1.81M 3 0.02% Reduced
167
TCM
Twin Capital Management
Pennsylvania
$10M +$3.63M 1 0.46% Increased
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.91M -$3.12M 3 0.05% Reduced
169
Ancora Advisors
Ancora Advisors
Ohio
$9.75M +$717K 2 0.38% Increased
170
HEIP
Hudson Edge Investment Partners
New Jersey
$9.68M -$60.2K 1 1.72% Reduced
171
PL
Parthenon LLC
Kentucky
$9.61M -$222K 1 2.11% Reduced
172
TD Asset Management
TD Asset Management
Ontario, Canada
$9.22M -$599K 1 0.01% Reduced
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9M +$3.39M 4 0.01% Increased
174
Granahan Investment Management
Granahan Investment Management
Massachusetts
$8.96M +$4.51M 1 0.49% Increased
175
KB
Kimelman & Baird
New York
$8.92M $0 1 1.12% Maintained