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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
Renaissance Technologies
Renaissance Technologies
New York
$20.3M -$18.1M 3 0.03% Reduced
152
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$20.2M +$814K 1 0.12% Increased
153
PL
Parthenon LLC
Kentucky
$19.9M -$443K 1 2.8% Reduced
154
AAIM
Asset Advisors Investment Management
Georgia
$19.8M -$543K 1 2% Reduced
155
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$19.8M -$205K 2 0.21% Reduced
156
Two Sigma Advisers
Two Sigma Advisers
New York
$19.5M -$7.57M 3 0.05% Reduced
157
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$19.4M +$10M 1 0.87% Increased
158
PFM
Parsec Financial Management
North Carolina
$19.3M -$127K 1 0.8% Reduced
159
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$19.2M -$764K 3 0.06% Reduced
160
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.2M +$5.19M 2 0.03% Increased
161
UBV
United Bank (Virginia)
Virginia
$19.1M -$348K 1 2.34% Reduced
162
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.1M -$1.46M 4 0.03% Reduced
163
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$18.8M +$319K 2 0.42% Increased
164
Walleye Capital
Walleye Capital
New York
$18.3M +$14.3M 1 0.57% Increased
165
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.1M +$16.9M 2 0.07% New
166
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.4M -$488K 3 0.03% Reduced
167
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$17.2M -$78.8K 3 0.07% Reduced
168
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$17.1M +$1.04M 2 0.04% Increased
169
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$17.1M -$3.41M 1 0.74% Reduced
170
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$17M +$1.93M 1 0.75% Increased
171
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$17M +$5.5M 3 0.03% Increased
172
Chevy Chase Trust
Chevy Chase Trust
Maryland
$16.7M -$346K 1 0.05% Reduced
173
CCC
Cincinnati Casualty Company
Ohio
$16.3M $0 1 8.77% Maintained
174
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$16.2M -$13.3M 2 0.17% Reduced
175
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.7M -$2.39M 2 0.02% Reduced