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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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$9.36M -$242K 1 0.85% Reduced
177
Lazard Asset Management
Lazard Asset Management
New York
$9.22M +$312K 2 0.02% Increased
178
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$9.09M -$1.31M 1 0.12% Reduced
179
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.08M -$863K 1 0.02% Reduced
180
SEI Investments
SEI Investments
Pennsylvania
$9.06M +$983K 3 0.03% Increased
181
CCC
Cincinnati Casualty Company
Ohio
$9.02M $0 1 6.93% Maintained
182
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$8.89M -$26.5K 2 0.57% Reduced
183
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.88M +$244K 3 0.08% Increased
184
Two Sigma Investments
Two Sigma Investments
New York
$8.72M -$8.81M 3 0.03% Reduced
185
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$8.7M -$632K 2 0.05% Reduced
186
USAA
United Services Automobile Association
Texas
$8.61M -$190K 4 0.02% Reduced
187
NIMC
NWQ Investment Management Company
California
$8.6M +$8.93M 1 0.19% New
188
DZ Bank
DZ Bank
Germany
$8.55M +$990K 2 0.03% Increased
189
Aviva
Aviva
United Kingdom
$8.54M +$1.61M 2 0.06% Increased
190
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.53M -$2.04M 1 0.11% Reduced
191
ACI
AMP Capital Investors
Australia
$8.38M -$526K 2 0.05% Reduced
192
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$8.23M -$48K 1 0.02% Reduced
193
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$7.98M -$27K 3 0.03% Reduced
194
Andra AP-fonden
Andra AP-fonden
Sweden
$7.72M +$393K 1 0.22% Increased
195
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$7.64M +$2.32M 1 0.52% Increased
196
TCM
Twin Capital Management
Pennsylvania
$7.61M -$3.47M 1 0.53% Reduced
197
MetLife Investment Management
MetLife Investment Management
New Jersey
$7.6M -$10.3M 4 0.08% Reduced
198
TCM
Tygh Capital Management
Oregon
$7.59M -$1.69M 1 1.29% Reduced
199
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.46M +$3.15M 3 0.06% Increased
200
Victory Capital Management
Victory Capital Management
Texas
$7.44M +$425K 3 0.02% Increased