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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$26.5M -$1.09M 4 0.07% Reduced
177
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$26.4M +$24.1M 1 0.05% Increased
178
OP
Oslo Pensjonsforsikring
$26.1M -$991K 2 3.72% Reduced
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$26M -$2.41M 4 0.09% Reduced
180
Moore Capital Management
Moore Capital Management
New York
$25.4M +$23.5M 3 0.29% Increased
181
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.2M -$22.5M 1 0.08% Reduced
182
Stifel Financial
Stifel Financial
Missouri
$24.8M -$1.65M 4 0.03% Reduced
183
SAM
Scopus Asset Management
New York
$24.7M -$2.57M 3 0.59% Reduced
184
Nordea Investment Management
Nordea Investment Management
Sweden
$24.7M +$3.48M 2 0.03% Increased
185
EULAV Asset Management
EULAV Asset Management
Florida
$24.5M $0 1 0.59% Maintained
186
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$24.1M -$10.8M 4 0.07% Reduced
187
PWAM
Park West Asset Management
California
$24.1M +$25.1M 1 1.94% New
188
Chilton Capital Management
Chilton Capital Management
Texas
$24.1M +$736K 1 1.01% Increased
189
Verition Fund Management
Verition Fund Management
Connecticut
$23.9M +$2.63M 5 0.09% Increased
190
Renaissance Technologies
Renaissance Technologies
New York
$23.8M -$5.6M 2 0.04% Reduced
191
HC
Henshaw Capital
Massachusetts
$23.7M $0 2 0.99% Maintained
192
Prudential Financial
Prudential Financial
New Jersey
$23.5M -$4.92M 4 0.03% Reduced
193
Danske Bank
Danske Bank
Denmark
$22.8M -$6.3M 4 0.07% Reduced
194
Tidal Investments
Tidal Investments
Wisconsin
$22.2M +$15.2M 4 0.17% Increased
195
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$22M -$3.72M 3 0.08% Reduced
196
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$21.8M -$863K 1 0.29% Reduced
197
MetLife Investment Management
MetLife Investment Management
New Jersey
$21.6M +$1.27M 4 0.12% Increased
198
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M +$892K 5 0% Increased
199
Axiom Investors
Axiom Investors
Connecticut
$21.4M +$1.53M 1 0.16% Increased
200
GPGA
Grandeur Peak Global Advisors
Utah
$21.3M +$3.08M 2 1.89% Increased