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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.8M -$448K 4 0.01% Reduced
152
SC
Sasco Capital
Connecticut
$20.6M -$2.48M 1 2.45% Reduced
153
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$20.6M +$16.8M 2 0.23% Increased
154
PR
Payden & Rygel
California
$20.3M +$2.62M 1 1.44% Increased
155
Axa
Axa
France
$20M +$2.59M 3 0.07% Increased
156
Brookfield Corp
Brookfield Corp
Ontario, Canada
$20M +$13M 1 0.08% Increased
157
Beck Mack & Oliver
Beck Mack & Oliver
New York
$19.8M -$391K 1 0.52% Reduced
158
OAM
Ophir Asset Management
Australia
$19.7M +$6.81M 1 4.1% Increased
159
VOYA Investment Management
VOYA Investment Management
Georgia
$19.3M +$1.47M 4 0.02% Increased
160
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19M -$16.5M 1 0.21% Reduced
161
Alyeska Investment Group
Alyeska Investment Group
Illinois
$18.8M +$16.2M 1 0.14% New
162
Stifel Financial
Stifel Financial
Missouri
$18.8M -$156K 3 0.03% Reduced
163
Natixis Advisors
Natixis Advisors
Massachusetts
$18.6M -$48.5M 2 0.06% Reduced
164
HC
Henshaw Capital
Massachusetts
$18.3M $0 1 1.05% Maintained
165
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.1M -$401K 3 0.06% Reduced
166
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.9M +$971K 3 0.06% Increased
167
Gradient Investments
Gradient Investments
Minnesota
$17.3M +$239K 2 0.45% Increased
168
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$17.2M -$118K 3 0.03% Reduced
169
Busey Bank
Busey Bank
Illinois
$16.5M -$43.6K 1 0.67% Reduced
170
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$16.4M -$16.4M 2 0.11% Reduced
171
Moran Wealth Management
Moran Wealth Management
Florida
$16.3M -$38.9K 1 0.61% Reduced
172
PL
Parthenon LLC
Kentucky
$16.3M +$3.57K 1 2.36% Increased
173
RAM
Rempart Asset Management
Canada
$16.2M +$1.19M 1 3.38% Increased
174
Yousif Capital Management
Yousif Capital Management
Michigan
$16.2M -$253K 3 0.2% Reduced
175
LI
Leeward Investments
Massachusetts
$16M -$4.58M 1 0.75% Reduced