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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$46.1M +$14.6M 1 0.14% Increased
152
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45.5M +$2.14M 5 0.01% Increased
153
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$45.4M -$908K 2 0.05% Reduced
154
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$44.4M +$40.1M 1 0.19% Increased
155
Victory Capital Management
Victory Capital Management
Texas
$43.5M -$814K 4 0.03% Reduced
156
Squarepoint
Squarepoint
New York
$43.2M +$18.5M 3 0.04% Increased
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$42.9M +$355K 4 0.1% Increased
158
Nomura Asset Management
Nomura Asset Management
Japan
$42.4M -$2.13M 3 0.11% Reduced
159
Walleye Capital
Walleye Capital
New York
$42M +$19.1M 3 0.16% Increased
160
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$41.6M -$1.72M 2 0.55% Reduced
161
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.5M +$270K 5 0.03% Increased
162
National Pension Service
National Pension Service
South Korea
$41.1M +$1.96M 1 0.03% Increased
163
Marshall Wace
Marshall Wace
United Kingdom
$40.8M -$23M 4 0.04% Reduced
164
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$40.8M -$4.74M 4 0.07% Reduced
165
Man Group
Man Group
United Kingdom
$40.3M +$3.88M 3 0.07% Increased
166
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$40.2M +$6.68M 1 0.32% Increased
167
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$39.8M -$254K 3 0.08% Reduced
168
US Bancorp
US Bancorp
Minnesota
$39.7M -$670K 4 0.05% Reduced
169
RIM
Ranger Investment Management
Texas
$39.4M -$1.01M 1 2.75% Reduced
170
SAM
Southernsun Asset Management
Tennessee
$39.2M -$170K 1 5.08% Reduced
171
Jain Global
Jain Global
New York
$38.8M +$1.36M 2 0.18% Increased
172
Verition Fund Management
Verition Fund Management
Connecticut
$38M +$668K 4 0.16% Increased
173
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$37.6M $0 2 0.06% Maintained
174
Citigroup
Citigroup
New York
$37.1M -$5.7M 5 0.02% Reduced
175
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$36.8M +$4.19M 3 0.06% Increased