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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.9M +$750K 3 0.07% Increased
152
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.5M -$282K 1 0.76% Reduced
153
Axa
Axa
France
$16.4M +$10.5M 2 0.05% Increased
154
Osaic Holdings
Osaic Holdings
Arizona
$16.1M +$321K 4 0.04% Increased
155
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.9M -$1.19M 2 0.06% Reduced
156
FP
Foundry Partners
Minnesota
$15.5M +$12.3M 2 0.51% Increased
157
PL
Parthenon LLC
Kentucky
$15.5M -$35.7K 1 2.49% Reduced
158
UBV
United Bank (Virginia)
Virginia
$15.4M -$142K 1 2.12% Reduced
159
AAIM
Asset Advisors Investment Management
Georgia
$15.4M -$270K 1 1.8% Reduced
160
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$15.2M +$1.72M 1 0.12% Increased
161
PFM
Parsec Financial Management
North Carolina
$15.2M -$1.56M 1 0.78% Reduced
162
Gabelli Funds
Gabelli Funds
New York
$15.2M +$879K 2 0.1% Increased
163
Renaissance Technologies
Renaissance Technologies
New York
$15.1M +$1.77M 3 0.02% Increased
164
Baird Financial Group
Baird Financial Group
Wisconsin
$14.9M -$141K 2 0.04% Reduced
165
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.1M -$932K 1 0.05% Reduced
166
EIP
Easterly Investment Partners
Massachusetts
$14.1M +$8.06M 1 1.68% Increased
167
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$13.9M -$571K 1 0.09% Reduced
168
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$13.9M -$352K 3 0.06% Reduced
169
Sit Investment Associates
Sit Investment Associates
Minnesota
$13.7M +$420K 1 0.36% Increased
170
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$13.7M -$2.54M 2 0.03% Reduced
171
Harris Associates
Harris Associates
Illinois
$13.6M -$551K 1 0.02% Reduced
172
1832 Asset Management
1832 Asset Management
Ontario, Canada
$12.5M +$11.5M 1 0.03% New
173
CCC
Cincinnati Casualty Company
Ohio
$12.3M $0 1 7.76% Maintained
174
Driehaus Capital Management
Driehaus Capital Management
Illinois
$12.2M +$3.63M 1 0.18% Increased
175
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$12.1M -$907K 4 0.08% Reduced