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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
Stifel Financial
Stifel Financial
Missouri
$18.2M +$459K 3 0.03% Increased
152
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$18.1M +$41.3K 1 0.8% Increased
153
AIG
American International Group
New York
$18.1M -$287K 4 0.06% Reduced
154
Eventide Asset Management
Eventide Asset Management
Massachusetts
$17.5M +$17.3M 1 0.24% New
155
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$17.4M +$7.23M 3 0.1% Increased
156
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$17.2M +$1.93M 3 0.09% Increased
157
Gabelli Funds
Gabelli Funds
New York
$17.2M +$151K 2 0.11% Increased
158
AAIM
Asset Advisors Investment Management
Georgia
$17.1M +$446K 1 1.89% Increased
159
PL
Parthenon LLC
Kentucky
$17M +$2.21K 1 2.55% Increased
160
EIP
Easterly Investment Partners
Massachusetts
$16.6M +$900K 1 1.95% Increased
161
UBV
United Bank (Virginia)
Virginia
$16.4M -$564K 1 2.2% Reduced
162
PFM
Parsec Financial Management
North Carolina
$16.4M -$319K 1 0.77% Reduced
163
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16.3M -$1.04M 3 0.05% Reduced
164
DnB Asset Management
DnB Asset Management
Norway
$16.2M -$7.94M 2 0.11% Reduced
165
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$15.5M +$15.3M 1 0.16% New
166
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$15.4M -$3.47M 3 0.28% Reduced
167
Baird Financial Group
Baird Financial Group
Wisconsin
$15.3M -$1.09M 2 0.04% Reduced
168
FP
Foundry Partners
Minnesota
$15.3M -$1.92M 1 0.52% Reduced
169
KB
Kimelman & Baird
New York
$15.2M +$14.9M 1 1.35% New
170
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.1M -$127K 3 0.07% Reduced
171
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.7M -$693K 1 0.05% Reduced
172
AC
Albar Capital
United Kingdom
$14.5M +$14.2M 1 5.78% New
173
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.4M +$9.8M 3 0.03% Increased
174
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$13.6M -$1.59M 2 0.03% Reduced
175
1832 Asset Management
1832 Asset Management
Ontario, Canada
$13.6M +$140K 1 0.03% Increased