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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
Federated Hermes
Federated Hermes
Pennsylvania
$12.9M -$1.88M 3 0.04% Reduced
177
Busey Bank
Busey Bank
Illinois
$12.3M -$218K 1 0.55% Reduced
178
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$12.2M -$102K 3 0.5% Reduced
179
CCC
Cincinnati Casualty Company
Ohio
$12.2M $0 1 7.51% Maintained
180
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$12.1M -$875K 4 0.09% Reduced
181
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12M +$2.68M 2 0.02% Increased
182
Eagle Asset Management
Eagle Asset Management
Florida
$12M -$3.79M 1 0.07% Reduced
183
Amalgamated Bank
Amalgamated Bank
New York
$11.9M +$569K 4 0.11% Increased
184
Candriam SCA
Candriam SCA
Luxembourg
$11.8M +$7.1M 1 0.08% Increased
185
Osaic Holdings
Osaic Holdings
Arizona
$11.7M +$1.21M 4 0.02% Increased
186
Verition Fund Management
Verition Fund Management
Connecticut
$11.7M -$7.01M 2 0.18% Reduced
187
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$11.5M $0 1 0.32% Maintained
188
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.3M -$920K 1 0.05% Reduced
189
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.3M -$563K 3 0.05% Reduced
190
MetLife Investment Management
MetLife Investment Management
New Jersey
$11.3M -$296K 4 0.09% Reduced
191
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$11.2M +$282K 3 0.03% Increased
192
Bahl & Gaynor
Bahl & Gaynor
Ohio
$11.1M -$148K 2 0.07% Reduced
193
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$11M -$80.6K 2 0.07% Reduced
194
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11M -$110K 1 0.09% Reduced
195
PGGM Investments
PGGM Investments
Netherlands
$10.9M -$678K 1 0.19% Reduced
196
Los Angeles Capital Management
Los Angeles Capital Management
California
$10.8M -$3.94M 4 0.05% Reduced
197
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$10.8M -$237K 1 0.57% Reduced
198
NPPM
North Point Portfolio Managers
Ohio
$10.8M +$103K 1 1.81% Increased
199
William Blair & Company
William Blair & Company
Illinois
$10.8M -$50.9K 1 0.05% Reduced
200
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.7M +$5.21M 3 0.13% Increased