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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$62.7M -$18.7M 4 0.21% Reduced
152
Eventide Asset Management
Eventide Asset Management
Massachusetts
$61.6M +$984K 1 1.02% Increased
153
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.9M -$95.2K 7 0.01% Reduced
154
Royce & Associates
Royce & Associates
New York
$60.1M -$17.7M 2 0.59% Reduced
155
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.3M +$32.2M 1 0.03% Increased
156
BOK Financial
BOK Financial
Oklahoma
$58.1M -$6.63K 2 0.89% Reduced
157
ClearBridge Investments
ClearBridge Investments
New York
$55.6M +$16.4M 1 0.05% Increased
158
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.1M -$33.1M 1 0.18% Reduced
159
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$52.9M -$31.3M 2 1.67% Reduced
160
Alyeska Investment Group
Alyeska Investment Group
Illinois
$52.8M +$52.3M 1 0.15% Increased
161
Quantinno Capital Management
Quantinno Capital Management
New York
$52.7M +$26M 4 0.09% Increased
162
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$52.7M +$266K 6 0.03% Increased
163
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$52.5M -$198K 1 0.72% Reduced
164
National Pension Service
National Pension Service
South Korea
$52.3M -$1.16M 1 0.04% Reduced
165
Vontobel Holding
Vontobel Holding
Switzerland
$52.1M -$1.75M 2 0.18% Reduced
166
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$52M +$40M 4 0.11% Increased
167
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$51.2M +$122K 1 2.48% Increased
168
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$51M $0 2 0.08% Maintained
169
1832 Asset Management
1832 Asset Management
Ontario, Canada
$50.5M +$26.6M 3 0.05% Increased
170
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49M -$12.4M 2 0.07% Reduced
171
Gabelli Funds
Gabelli Funds
New York
$48.7M -$21.6M 3 0.33% Reduced
172
Nomura Asset Management
Nomura Asset Management
Japan
$48.4M -$6.88M 3 0.12% Reduced
173
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$48M +$4.96M 3 0.08% Increased
174
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$47.4M -$3.17M 4 0.11% Reduced
175
Marshall Wace
Marshall Wace
United Kingdom
$47.3M -$90M 4 0.05% Reduced