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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
KBC Group
KBC Group
Belgium
$20.6M -$43.3M 3 0.09% Reduced
152
AIG
American International Group
New York
$19.7M -$89.7K 4 0.13% Reduced
153
SC
Sasco Capital
Connecticut
$19.6M -$6.72M 1 2.41% Reduced
154
PA
Pantechnicon Advisors
United Kingdom
$19.3M -$147K 1 7.82% Reduced
155
HC
Henshaw Capital
Massachusetts
$18.8M +$7.71M 1 1.16% Increased
156
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.6M +$2.97M 2 0.05% Increased
157
Stifel Financial
Stifel Financial
Missouri
$18.5M -$1.09M 3 0.03% Reduced
158
PR
Payden & Rygel
California
$18.1M +$17.1M 1 1.07% Increased
159
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.1M +$387K 3 0.06% Increased
160
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$17.6M +$131K 3 0.03% Increased
161
Gradient Investments
Gradient Investments
Minnesota
$17.5M +$610K 2 0.48% Increased
162
Woodline Partners
Woodline Partners
California
$17.4M -$37.7M 2 0.24% Reduced
163
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.4M -$845K 3 0.07% Reduced
164
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.3M -$461K 2 0.07% Reduced
165
Axa
Axa
France
$16.9M -$4.44M 2 0.06% Reduced
166
Moran Wealth Management
Moran Wealth Management
Florida
$16.9M +$1.47M 1 0.64% Increased
167
PL
Parthenon LLC
Kentucky
$16.8M +$357K 1 2.57% Increased
168
VOYA Investment Management
VOYA Investment Management
Georgia
$16.8M -$60.6M 4 0.02% Reduced
169
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.7M +$1.44M 4 0% Increased
170
UBV
United Bank (Virginia)
Virginia
$16.3M -$878K 1 2.08% Reduced
171
Chilton Capital Management
Chilton Capital Management
Texas
$16.1M +$565K 1 0.93% Increased
172
Yousif Capital Management
Yousif Capital Management
Michigan
$16M -$170K 3 0.21% Reduced
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.6M -$11.2M 4 0.02% Reduced
174
PFM
Parsec Financial Management
North Carolina
$15.4M -$280K 1 0.65% Reduced
175
AAIM
Asset Advisors Investment Management
Georgia
$15.3M +$292K 1 2.01% Increased