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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
MTC
McDaniel Terry & Co
Texas
$36.7M +$39.7K 1 2.96% Increased
177
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36.6M +$35.1M 4 0.02% Increased
178
ClearBridge Investments
ClearBridge Investments
New York
$36.2M -$16.5M 2 0.03% Reduced
179
SAM
Scopus Asset Management
New York
$35.7M -$9.65M 3 0.49% Reduced
180
Nordea Investment Management
Nordea Investment Management
Sweden
$35.1M +$3.07M 2 0.03% Increased
181
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34.5M -$606K 1 0.11% Reduced
182
Swedbank
Swedbank
Sweden
$34M +$8.93M 2 0.03% Increased
183
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$33.7M +$17.3M 2 0.16% Increased
184
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.3M +$6.17M 1 1.72% Increased
185
Kennedy Capital Management
Kennedy Capital Management
Missouri
$32.8M +$3.64M 2 0.72% Increased
186
Cannell & Spears
Cannell & Spears
New York
$32.7M +$3.9M 2 0.62% Increased
187
PEAK6
PEAK6
Illinois
$31.9M +$4.11M 3 0.05% Increased
188
Aberdeen Group
Aberdeen Group
United Kingdom
$31.9M -$3.48M 2 0.05% Reduced
189
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$31.8M -$11.4M 4 0.05% Reduced
190
Engineers Gate Manager
Engineers Gate Manager
New York
$31.8M +$12.9M 2 0.36% Increased
191
AI
Aperture Investors
New York
$31.3M +$48.2K 1 4.29% Increased
192
Comerica Bank
Comerica Bank
Texas
$31.3M +$622K 3 0.12% Increased
193
JGC
J. Goldman & Co
New York
$30.9M -$25.6M 1 0.78% Reduced
194
Acadian Asset Management
Acadian Asset Management
Massachusetts
$30.4M -$8.95M 2 0.05% Reduced
195
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$29.6M -$5.21M 1 0.38% Reduced
196
Tidal Investments
Tidal Investments
Wisconsin
$29.6M +$970K 4 0.06% Increased
197
HRT Financial
HRT Financial
New York
$29.6M +$29.9M 2 0.11% Increased
198
RAM
Rempart Asset Management
Canada
$29M -$591K 1 5.37% Reduced
199
Storebrand Asset Management
Storebrand Asset Management
Norway
$28.9M +$12.7K 4 0.08% Increased
200
Natixis Advisors
Natixis Advisors
Massachusetts
$28.2M -$1.51M 4 0.04% Reduced