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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
AC
Albar Capital
United Kingdom
$9.01M +$8.68M 1 4.14% New
177
CCC
Cincinnati Casualty Company
Ohio
$8.96M $0 1 6.91% Maintained
178
OAM
Oxford Asset Management
United Kingdom
$8.87M -$11.7M 3 0.21% Reduced
179
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$8.82M -$9.11K 2 0.56% Reduced
180
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.7M +$1.07M 1 0.61% Increased
181
DZ Bank
DZ Bank
Germany
$8.51M +$536K 2 0.03% Increased
182
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.49M +$1.53M 3 0.06% Increased
183
DA
Denali Advisors
California
$8.41M +$1.58M 1 1.18% Increased
184
AAM
Azzad Asset Management
Virginia
$8.24M +$4.4M 2 1.02% Increased
185
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.22M -$446K 3 0.07% Reduced
186
Asset Management One
Asset Management One
Japan
$8.1M +$702K 1 0.04% Increased
187
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$7.99M -$470K 1 0.1% Reduced
188
Credit Agricole
Credit Agricole
France
$7.94M +$3.74M 1 0.39% Increased
189
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$7.88M -$207K 1 0.11% Reduced
190
SEI Investments
SEI Investments
Pennsylvania
$7.69M -$546K 3 0.02% Reduced
191
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$7.36M -$121K 3 0.03% Reduced
192
ACI
AMP Capital Investors
Australia
$7.33M -$1.07M 2 0.04% Reduced
193
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$7.23M +$795K 2 0.05% Increased
194
Old National Bancorp
Old National Bancorp
Indiana
$7.23M +$208K 1 0.36% Increased
195
ARMC
American Research & Management Company
Massachusetts
$7.19M -$128K 1 2.16% Reduced
196
TCM
Twin Capital Management
Pennsylvania
$7.18M -$367K 1 0.52% Reduced
197
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$7.06M +$1.11M 3 0.08% Increased
198
MetLife Investment Management
MetLife Investment Management
New Jersey
$7.04M -$129K 4 0.08% Reduced
199
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$6.81M +$6.56M 1 0.19% New
200
SCM
Snow Capital Management
Pennsylvania
$6.74M +$1.93M 1 0.49% Increased