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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
176
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.2M -$5.42M 3 0.01% Reduced
177
Granahan Investment Management
Granahan Investment Management
Massachusetts
$6.14M +$1.5M 1 0.48% Increased
178
Commerce Bank
Commerce Bank
Missouri
$6.09M -$105K 1 0.08% Reduced
179
MetLife Investment Management
MetLife Investment Management
New Jersey
$6.04M +$5.79M 3 0.07% New
180
SEI Investments
SEI Investments
Pennsylvania
$5.97M -$1.28M 2 0.02% Reduced
181
Tocqueville Asset Management
Tocqueville Asset Management
New York
$5.96M -$5.22M 1 0.07% Reduced
182
LM
Luminus Management
Texas
$5.93M -$4.16M 1 0.13% Reduced
183
HighTower Advisors
HighTower Advisors
Illinois
$5.66M +$444K 1 0.05% Increased
184
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$5.58M -$484K 1 0.14% Reduced
185
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$5.57M +$961K 1 0.08% Increased
186
KLC
Knowledge Leaders Capital
Colorado
$5.49M +$19.3K 1 4.44% Increased
187
PCM
Penn Capital Management
Pennsylvania
$5.48M -$1.31M 1 0.38% Reduced
188
GRQ
Gardner Russo & Quinn
Pennsylvania
$5.35M -$62.3K 1 0.04% Reduced
189
TPSF
Texas Permanent School Fund
Texas
$5.3M -$138K 2 0.07% Reduced
190
RHJA
Rice Hall James & Associates
California
$5.24M -$869K 2 0.21% Reduced
191
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$5.17M +$4.95M 3 0.03% New
192
Laurion Capital Management
Laurion Capital Management
New York
$5.13M +$901K 1 0.03% Increased
193
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$5.04M $0 1 0.06% Maintained
194
Baird Financial Group
Baird Financial Group
Wisconsin
$5.03M -$379K 2 0.04% Reduced
195
Two Sigma Advisers
Two Sigma Advisers
New York
$4.95M -$10.2M 1 0.01% Reduced
196
OC
Oarsman Capital
Wisconsin
$4.92M -$117K 1 2.12% Reduced
197
KA
KLCM Advisors
Wisconsin
$4.83M -$4.14M 1 1.18% Reduced
198
RHFI
Reilly Herbert Faulkner III
$4.81M +$50.7K 1 2.61% Increased
199
American Century Companies
American Century Companies
Missouri
$4.8M -$3.8M 1 0% Reduced
200
Winton Group
Winton Group
United Kingdom
$4.79M +$3.79M 1 0.14% Increased