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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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$48.5M +$5.29M 1 0.63% Increased
152
Gabelli Funds
Gabelli Funds
New York
$47.8M -$6.67M 3 0.32% Reduced
153
Nordea Investment Management
Nordea Investment Management
Sweden
$47.5M +$8.43M 2 0.04% Increased
154
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$47.3M +$324K 1 0.35% Increased
155
Vontobel Holding
Vontobel Holding
Switzerland
$46.8M -$10.5M 3 0.15% Reduced
156
CastleKnight Management
CastleKnight Management
New York
$46.7M +$776K 2 1.03% Increased
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.7M -$35.4K 5 0.01% Reduced
158
ZP
Zimmer Partners
New York
$46.6M +$36.8M 2 1.23% Increased
159
Engineers Gate Manager
Engineers Gate Manager
New York
$46.4M +$15.1M 3 0.55% Increased
160
Victory Capital Management
Victory Capital Management
Texas
$45.9M -$2.49M 4 0.03% Reduced
161
JGC
J. Goldman & Co
New York
$45.1M +$18.6M 2 1.19% Increased
162
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.5M +$1.83M 4 0.03% Increased
163
CIBC World Markets
CIBC World Markets
New York
$43.9M +$44.4M 3 0.21% New
164
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.8M +$198K 5 0.04% Increased
165
Granahan Investment Management
Granahan Investment Management
Massachusetts
$43.6M +$20.8M 1 1.87% Increased
166
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$43.6M -$693K 2 0.05% Reduced
167
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$43.1M +$12M 1 0.14% Increased
168
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$43.1M +$11.6M 1 13.07% Increased
169
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$43.1M -$62.2K 3 0.08% Reduced
170
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$42.7M -$1.73M 4 0.1% Reduced
171
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$42.4M +$2.45M 2 0.57% Increased
172
Janus Henderson Group
Janus Henderson Group
$42M -$10.6M 4 0.02% Reduced
173
Citigroup
Citigroup
New York
$41.7M +$10.8M 7 0.02% Increased
174
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$41.3M -$2.22M 4 0.07% Reduced
175
Fidelity International
Fidelity International
Bermuda
$40.9M -$12.3M 1 0.03% Reduced