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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
Fidelity International
Fidelity International
Bermuda
$30.9M -$540K 1 0.03% Reduced
152
Verition Fund Management
Verition Fund Management
Connecticut
$30.7M +$12.2M 4 0.14% Increased
153
RIM
Ranger Investment Management
Texas
$29.7M +$2.57M 1 2.12% Increased
154
Victory Capital Management
Victory Capital Management
Texas
$29.6M -$22.6M 4 0.03% Reduced
155
Natixis Advisors
Natixis Advisors
Massachusetts
$29.6M -$3.76M 4 0.05% Reduced
156
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$29.6M +$10.7M 1 0.59% Increased
157
Marshall Wace
Marshall Wace
United Kingdom
$29.3M +$32.3M 4 0.04% Increased
158
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.5M +$15.5M 2 0.09% Increased
159
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.4M -$4.6M 4 0.01% Reduced
160
Welch & Forbes
Welch & Forbes
Massachusetts
$28.3M -$62.5K 1 0.37% Reduced
161
Storebrand Asset Management
Storebrand Asset Management
Norway
$27.5M +$1.23M 4 0.09% Increased
162
Eventide Asset Management
Eventide Asset Management
Massachusetts
$27.3M -$6.61M 1 0.54% Reduced
163
Driehaus Capital Management
Driehaus Capital Management
Illinois
$26.9M -$179M 2 0.26% Reduced
164
Nordea Investment Management
Nordea Investment Management
Sweden
$25.4M +$4.27M 2 0.03% Increased
165
Comerica Bank
Comerica Bank
Texas
$25.2M -$10.2M 3 0.11% Reduced
166
AI
Aperture Investors
New York
$25.2M +$33.3M 1 3.22% New
167
Vontobel Holding
Vontobel Holding
Switzerland
$25.1M -$8.74M 2 0.09% Reduced
168
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.9M -$2.26M 1 0.05% Reduced
169
Gotham Asset Management
Gotham Asset Management
New York
$24.7M -$6.33M 3 0.21% Reduced
170
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$24.3M -$13.2M 3 0.05% Reduced
171
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$24.2M -$15.8M 2 0.37% Reduced
172
PM
Pembroke Management
Quebec, Canada
$24M +$8.18M 1 3.51% Increased
173
Canada Life
Canada Life
Manitoba, Canada
$23.9M -$382K 3 0.04% Reduced
174
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$23.9M -$8.79M 1 0.03% Reduced
175
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$23.6M +$25.8M 1 0.27% New