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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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$27.4M -$14.6M 4 0.18% Reduced
177
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.1M -$950K 1 1.41% Reduced
178
TC
TwinBeech Capital
New York
$27.1M +$16.2M 1 0.52% Increased
179
FMI
F/M Investments
District of Columbia
$26.7M -$2.72M 1 0.84% Reduced
180
Stifel Financial
Stifel Financial
Missouri
$26.6M -$2.72M 4 0.03% Reduced
181
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.7M +$10.9M 3 0.09% Increased
182
HC
Henshaw Capital
Massachusetts
$24.3M +$423K 2 1.02% Increased
183
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$23.9M +$20.9M 2 0.04% Increased
184
Chilton Capital Management
Chilton Capital Management
Texas
$23.9M +$698K 1 0.99% Increased
185
NPIC
Neumeier Poma Investment Counsel
California
$23.6M -$1.98M 1 2.25% Reduced
186
RAM
Rempart Asset Management
Canada
$23.6M +$226K 1 4.38% Increased
187
PP
Paloma Partners
Connecticut
$23.5M +$18.2M 3 0.65% Increased
188
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$23.3M -$46.8K 1 0.06% Reduced
189
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$23.1M -$232K 1 0.32% Reduced
190
Axiom Investors
Axiom Investors
Connecticut
$22.9M -$6.85M 1 0.2% Reduced
191
EULAV Asset Management
EULAV Asset Management
Florida
$22.5M $0 1 0.55% Maintained
192
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$22.3M +$4.42M 1 0.11% Increased
193
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$22.2M -$32.3M 2 0.07% Reduced
194
Verition Fund Management
Verition Fund Management
Connecticut
$22M -$21.6M 4 0.11% Reduced
195
Nordea Investment Management
Nordea Investment Management
Sweden
$21.9M -$7.49M 2 0.02% Reduced
196
Congress Wealth Management
Congress Wealth Management
Massachusetts
$21.8M +$1.47M 4 0.29% Increased
197
SG Americas Securities
SG Americas Securities
New York
$21.7M +$6.58M 4 0.08% Increased
198
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.5M -$20M 4 0% Reduced
199
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$21M +$1.01M 2 0.36% Increased
200
PL
Parthenon LLC
Kentucky
$20.9M +$31K 1 2.49% Increased