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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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14M -$1.84M 3 0.16% Reduced
152
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$13.8M -$305K 1 0.28% Reduced
153
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.7M -$2.24M 1 0.48% Reduced
154
Aperio Group
Aperio Group
California
$13.6M -$588K 4 0.06% Reduced
155
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.4M -$897K 1 0.06% Reduced
156
Man Group
Man Group
United Kingdom
$13.4M +$3.04M 2 0.05% Increased
157
Burney Company
Burney Company
Virginia
$13.4M -$20.7K 1 0.81% Reduced
158
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$13.3M -$1.63M 1 0.07% Reduced
159
Baird Financial Group
Baird Financial Group
Wisconsin
$13.3M +$11.9M 3 0.05% Increased
160
Granahan Investment Management
Granahan Investment Management
Massachusetts
$12.8M -$887K 1 0.63% Reduced
161
Chevy Chase Trust
Chevy Chase Trust
Maryland
$12.8M +$43.1K 1 0.05% Increased
162
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$12.7M +$4.03M 1 0.1% Increased
163
UBV
United Bank (Virginia)
Virginia
$12.4M +$530K 1 2.07% Increased
164
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$12M +$11.5M 1 0.1% New
165
SCM
Stevens Capital Management
Pennsylvania
$11.9M +$6.16M 2 0.53% Increased
166
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$11.2M +$39.3K 1 0.04% Increased
167
PL
Parthenon LLC
Kentucky
$10.8M -$13.6K 1 2.31% Reduced
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M -$3M 3 0.06% Reduced
169
TD Asset Management
TD Asset Management
Ontario, Canada
$10.5M -$335K 1 0.02% Reduced
170
NPPM
North Point Portfolio Managers
Ohio
$10.4M -$277K 1 1.91% Reduced
171
KB
Kimelman & Baird
New York
$10.1M $0 1 1.41% Maintained
172
LM
Luminus Management
Texas
$9.81M -$8.93M 1 0.24% Reduced
173
Ancora Advisors
Ancora Advisors
Ohio
$9.69M -$1.27M 2 0.43% Reduced
174
PCM
Penn Capital Management
Pennsylvania
$9.57M -$910K 1 0.94% Reduced
175
AAIM
Asset Advisors Investment Management
Georgia
$9.45M +$746K 1 1.59% Increased