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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
VOYA Investment Management
VOYA Investment Management
Georgia
$11.5M -$1.93M 4 0.03% Reduced
152
Janus Henderson Group
Janus Henderson Group
$11.5M -$26.2M 1 0.01% Reduced
153
Jane Street
Jane Street
New York
$11.4M +$6.94M 3 0.01% Increased
154
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.2M -$28.1M 2 0.07% Reduced
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$215K 3 0.06% Increased
156
PL
Parthenon LLC
Kentucky
$11M +$229K 1 2.28% Increased
157
Baird Financial Group
Baird Financial Group
Wisconsin
$10.8M -$278K 2 0.04% Reduced
158
UBV
United Bank (Virginia)
Virginia
$10.7M +$885K 1 1.95% Increased
159
Sit Investment Associates
Sit Investment Associates
Minnesota
$10.7M +$669K 1 0.34% Increased
160
Korea Investment Corp
Korea Investment Corp
South Korea
$10.6M +$4.71M 1 0.04% Increased
161
Harris Associates
Harris Associates
Illinois
$10.5M -$27.7K 1 0.03% Reduced
162
AAIM
Asset Advisors Investment Management
Georgia
$10M -$218K 1 1.6% Reduced
163
CC
Carlson Capital
Texas
$9.65M +$6.1M 1 0.27% Increased
164
SEI Investments
SEI Investments
Pennsylvania
$9.49M +$1.39M 3 0.03% Increased
165
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M +$2.47M 3 0.03% Increased
166
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.95M +$3.04M 2 0.03% Increased
167
Putnam Investments
Putnam Investments
Massachusetts
$8.9M -$2.48M 2 0.02% Reduced
168
NPPM
North Point Portfolio Managers
Ohio
$8.84M -$435K 1 1.59% Reduced
169
Eagle Asset Management
Eagle Asset Management
Florida
$8.73M +$995K 1 0.05% Increased
170
CCC
Cincinnati Casualty Company
Ohio
$8.69M $0 1 7.1% Maintained
171
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.63M -$158K 4 0.08% Reduced
172
LSV Asset Management
LSV Asset Management
Illinois
$8.63M -$76.7K 1 0.02% Reduced
173
DnB Asset Management
DnB Asset Management
Norway
$8.61M +$949K 2 0.1% Increased
174
Bahl & Gaynor
Bahl & Gaynor
Ohio
$8.54M -$41.5K 2 0.06% Reduced
175
Personal Capital Advisors
Personal Capital Advisors
California
$8.41M -$359K 1 0.07% Reduced