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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
Lazard Asset Management
Lazard Asset Management
New York
$7.31M -$1.15M 2 0.01% Reduced
177
KA
KLCM Advisors
Wisconsin
$7.03M +$7.23M 1 1.85% New
178
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$7M -$1.27M 1 0.02% Reduced
179
VOYA Investment Management
VOYA Investment Management
Georgia
$7M -$1.39M 4 0.01% Reduced
180
Allianz Asset Management
Allianz Asset Management
Germany
$6.95M -$1.17M 2 0.01% Reduced
181
Two Sigma Investments
Two Sigma Investments
New York
$6.91M -$674K 3 0.02% Reduced
182
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$6.77M +$1.24M 3 0.03% Increased
183
CCC
Cincinnati Casualty Company
Ohio
$6.59M -$1.64M 1 5.89% Reduced
184
OAM
Oxford Asset Management
United Kingdom
$6.59M +$2.44M 3 0.13% Increased
185
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.58M +$244K 4 0.02% Increased
186
Marshall Wace North America
Marshall Wace North America
New York
$6.35M +$796K 1 0.04% Increased
187
Andra AP-fonden
Andra AP-fonden
Sweden
$6.27M +$942K 1 0.17% Increased
188
TPSF
Texas Permanent School Fund
Texas
$6.26M +$1.81M 3 0.09% Increased
189
RCMC
RK Capital Management (Colorado)
Colorado
$6.25M -$950K 1 1.38% Reduced
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.17M -$4.74M 2 0.04% Reduced
191
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$6.16M +$95.2K 2 0.06% Increased
192
Granahan Investment Management
Granahan Investment Management
Massachusetts
$6.13M +$531K 1 0.37% Increased
193
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$6.09M -$1.4M 1 0.44% Reduced
194
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$6M -$2.01M 2 0.08% Reduced
195
FP
Foundry Partners
Minnesota
$5.99M +$6.21M 1 0.25% New
196
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.89M -$4.44M 1 0.02% Reduced
197
Eagle Asset Management
Eagle Asset Management
Florida
$5.78M +$328K 1 0.03% Increased
198
RAM
RWC Asset Management
United Kingdom
$5.74M -$1.44M 1 0.29% Reduced
199
TA
Teton Advisors
New York
$5.69M $0 1 0.51% Maintained
200
Winton Group
Winton Group
United Kingdom
$5.64M +$4.15M 3 0.14% Increased