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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
Harris Associates
Harris Associates
Illinois
$13.4M -$1.29M 1 0.02% Reduced
152
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$12.8M -$879K 1 0.09% Reduced
153
AAIM
Asset Advisors Investment Management
Georgia
$12.7M -$4.28K 1 1.85% Reduced
154
LSV Asset Management
LSV Asset Management
Illinois
$12.5M -$98.6K 1 0.02% Reduced
155
PL
Parthenon LLC
Kentucky
$12.3M +$2.68K 1 2.45% Increased
156
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12.2M -$1.63M 3 0.15% Reduced
157
UBV
United Bank (Virginia)
Virginia
$12.1M -$1.12M 1 2.09% Reduced
158
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12M +$994K 1 0.02% Increased
159
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.8M +$3.21M 2 0.08% Increased
160
Personal Capital Advisors
Personal Capital Advisors
California
$11.8M -$3.15M 1 0.1% Reduced
161
First Trust Advisors
First Trust Advisors
Illinois
$11.7M -$49.2M 3 0.02% Reduced
162
TIAA FSB
TIAA FSB
Florida
$11.4M +$10.6M 1 0.05% New
163
NPPM
North Point Portfolio Managers
Ohio
$11.3M -$352K 1 1.93% Reduced
164
GAMCO Investors
GAMCO Investors
Connecticut
$11.3M -$256K 1 0.09% Reduced
165
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11M -$1.15M 3 0.14% Reduced
166
CEP
Chicago Equity Partners
Illinois
$10.9M -$4.66M 2 0.63% Reduced
167
Guggenheim Capital
Guggenheim Capital
Illinois
$10.8M +$2.87M 1 0.08% Increased
168
TD Asset Management
TD Asset Management
Ontario, Canada
$10.4M -$557K 1 0.02% Reduced
169
CCC
Cincinnati Casualty Company
Ohio
$10.4M $0 1 7.36% Maintained
170
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$10.3M -$461K 1 0.02% Reduced
171
LM
Luminus Management
Texas
$10.1M +$8.02M 1 0.42% Increased
172
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$10M +$9.33M 3 0.03% New
173
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$9.97M +$6.53M 2 0.26% Increased
174
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.94M -$248K 2 0.61% Reduced
175
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$9.88M +$2.2M 2 0.15% Increased