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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$33.7M -$2.73M 4 0.11% Reduced
152
Fred Alger Management
Fred Alger Management
New York
$33.5M +$27.2M 1 0.17% New
153
Woodline Partners
Woodline Partners
California
$33.5M -$2.22M 1 0.31% Reduced
154
Comerica Bank
Comerica Bank
Texas
$32.9M -$14.2M 3 0.14% Reduced
155
Prudential Financial
Prudential Financial
New Jersey
$32.6M -$11M 4 0.05% Reduced
156
Jane Street
Jane Street
New York
$31.7M +$5.26M 4 0.01% Increased
157
Citadel Advisors
Citadel Advisors
Florida
$30.4M +$5.77M 4 0.01% Increased
158
NPIC
Neumeier Poma Investment Counsel
California
$30M -$11.4M 1 2.75% Reduced
159
Wedge Capital Management
Wedge Capital Management
North Carolina
$30M -$10.2M 1 0.49% Reduced
160
Citigroup
Citigroup
New York
$29.9M -$2.75M 4 0.02% Reduced
161
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$29.7M -$4.44M 2 0.55% Reduced
162
Welch & Forbes
Welch & Forbes
Massachusetts
$29.3M -$71.8K 1 0.4% Reduced
163
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.8M +$589K 4 0.01% Increased
164
AIG
American International Group
New York
$28.7M -$347K 4 0.1% Reduced
165
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$28.3M +$4.12M 4 0.04% Increased
166
Stifel Financial
Stifel Financial
Missouri
$27.6M +$20.4K 4 0.03% Increased
167
Allianz Asset Management
Allianz Asset Management
Germany
$27.4M +$2.36M 3 0.04% Increased
168
AQR Capital Management
AQR Capital Management
Connecticut
$27M -$8.96M 4 0.05% Reduced
169
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$25.9M -$1.57M 4 0.08% Reduced
170
Canada Life
Canada Life
Manitoba, Canada
$25.8M -$313K 3 0.05% Reduced
171
Silvercrest Asset Management
Silvercrest Asset Management
New York
$25.1M -$1.51M 3 0.17% Reduced
172
ZCM
Ziegler Capital Management
Illinois
$25.1M +$12.4M 1 0.96% Increased
173
Nordea Investment Management
Nordea Investment Management
Sweden
$24.7M -$79M 3 0.03% Reduced
174
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.3M -$12.7M 1 0.06% Reduced
175
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.2M +$11.8M 2 0.02% Increased