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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$13.4M +$843K 2 0.08% Increased
177
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$13.4M +$1.41M 2 0.02% Increased
178
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$13.3M -$24.6K 1 0.32% Reduced
179
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$13.1M +$8.59M 2 0.16% Increased
180
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$13M -$79.2K 2 0.49% Reduced
181
Korea Investment Corp
Korea Investment Corp
South Korea
$13M +$4.1M 1 0.03% Increased
182
William Blair & Company
William Blair & Company
Illinois
$12.8M +$363K 1 0.04% Increased
183
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.8M -$3.41M 4 0.02% Reduced
184
NPPM
North Point Portfolio Managers
Ohio
$12.8M -$3.94K 1 1.88% Reduced
185
Two Sigma Investments
Two Sigma Investments
New York
$12.7M +$6.88M 2 0.04% Increased
186
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$12.6M -$363K 2 0.05% Reduced
187
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12.6M -$9.84M 1 0.02% Reduced
188
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$12.6M +$733K 3 0.07% Increased
189
LPL Financial
LPL Financial
California
$12.4M -$162K 4 0.01% Reduced
190
Swedbank
Swedbank
Sweden
$12.2M $0 1 0.02% Maintained
191
Bahl & Gaynor
Bahl & Gaynor
Ohio
$12.1M -$187K 2 0.09% Reduced
192
Nomura Asset Management
Nomura Asset Management
Japan
$12.1M +$1.08M 2 0.07% Increased
193
Jane Street
Jane Street
New York
$12M +$6.25M 4 0% Increased
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M +$3.34M 2 0.07% Increased
195
HighTower Advisors
HighTower Advisors
Illinois
$11.6M -$116K 2 0.03% Reduced
196
Aviva
Aviva
United Kingdom
$11.5M +$4.09M 1 0.06% Increased
197
Baird Financial Group
Baird Financial Group
Wisconsin
$11.5M -$1.24M 3 0.03% Reduced
198
MetLife Investment Management
MetLife Investment Management
New Jersey
$11.4M +$2.77M 4 0.07% Increased
199
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$11.3M -$6.89M 1 0.12% Reduced
200
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11.3M -$427K 3 0.12% Reduced