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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16.7M +$467K 3 0.05% Increased
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7M -$416K 3 0.06% Reduced
153
Stifel Financial
Stifel Financial
Missouri
$16.7M -$888K 3 0.02% Reduced
154
PFM
Parsec Financial Management
North Carolina
$16.5M -$186K 1 0.7% Reduced
155
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$16.3M -$1.25M 1 0.11% Reduced
156
UBV
United Bank (Virginia)
Virginia
$16.1M -$342K 1 2.12% Reduced
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$16.1M +$1.37M 4 0.03% Increased
158
Candriam SCA
Candriam SCA
Luxembourg
$15.9M +$13.9M 1 0.11% Increased
159
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$15.4M +$725K 1 0.59% Increased
160
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.3M +$547K 3 0.06% Increased
161
Federated Hermes
Federated Hermes
Pennsylvania
$15.1M -$15M 2 0.03% Reduced
162
Yousif Capital Management
Yousif Capital Management
Michigan
$15M +$2.19M 3 0.16% Increased
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M +$15.5M 1 0.03% New
164
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$14.5M -$292K 1 0.18% Reduced
165
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$13.8M 1 0.12% Increased
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.4M -$52.7K 1 0.05% Reduced
167
Moore Capital Management
Moore Capital Management
New York
$14.3M -$6.18M 1 0.36% Reduced
168
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14.3M -$525K 1 0.66% Reduced
169
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$14.2M -$632K 2 0.03% Reduced
170
CCC
Cincinnati Casualty Company
Ohio
$14.1M $0 1 8.21% Maintained
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$14M +$881K 2 0.03% Increased
172
PR
Payden & Rygel
California
$13.9M +$13.7M 1 0.7% Increased
173
People's United Financial
People's United Financial
Connecticut
$13.7M +$399K 1 0.39% Increased
174
LSV Asset Management
LSV Asset Management
Illinois
$13.7M -$297K 1 0.03% Reduced
175
Natixis
Natixis
France
$13.6M +$7.04M 1 0.05% Increased