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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
US Bancorp
US Bancorp
Minnesota
$40.7M -$1.66M 4 0.05% Reduced
177
MTC
McDaniel Terry & Co
Texas
$40.6M -$2.22M 1 3.53% Reduced
178
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$40.2M $0 2 0.07% Maintained
179
Tredje AP-fonden
Tredje AP-fonden
Sweden
$39.7M +$7.83M 2 0.3% Increased
180
Stifel Financial
Stifel Financial
Missouri
$39.2M +$10.6M 5 0.04% Increased
181
Prudential Financial
Prudential Financial
New Jersey
$39M -$12.2M 4 0.05% Reduced
182
SAM
Scopus Asset Management
New York
$38.1M -$914K 3 0.62% Reduced
183
Osaic Holdings
Osaic Holdings
Arizona
$38M -$17.3M 5 0.06% Reduced
184
Verition Fund Management
Verition Fund Management
Connecticut
$37.4M -$1.6M 4 0.15% Reduced
185
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$35.7M +$11.3M 4 0.08% Increased
186
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$35.5M -$4.4M 3 0.06% Reduced
187
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$35.5M +$32.7M 2 0.05% Increased
188
Cannell & Spears
Cannell & Spears
New York
$34.3M -$533K 2 0.64% Reduced
189
Voloridge Investment Management
Voloridge Investment Management
Florida
$33.9M -$27.3M 2 0.12% Reduced
190
SAM
Southernsun Asset Management
Tennessee
$33.2M -$4.06M 1 4.63% Reduced
191
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$32.7M +$32.7M 2 0.38% Increased
192
Aberdeen Group
Aberdeen Group
United Kingdom
$32.7M -$608K 2 0.05% Reduced
193
Tidal Investments
Tidal Investments
Wisconsin
$32.7M +$6.22M 4 0.08% Increased
194
Storebrand Asset Management
Storebrand Asset Management
Norway
$32.2M -$58.9K 4 0.09% Reduced
195
RIM
Ranger Investment Management
Texas
$32.1M -$118K 1 2.2% Reduced
196
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.8M +$15.4M 3 0.04% Increased
197
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$31.7M +$6.03M 3 0.1% Increased
198
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.4M +$201K 1 1.53% Increased
199
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$30.9M +$2.52M 2 0.04% Increased
200
Chilton Capital Management
Chilton Capital Management
Texas
$30.7M -$241K 1 1.06% Reduced