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 | |
|---|---|---|---|---|---|---|---|
| 201 |
TD Asset Management
Toronto,
Ontario, Canada
| $48.6M | +$34.4M | 3 | 0.04% | Increased |
|
| 202 |
RIM
Ranger Investment Management
Dallas,
Texas
| $48.5M | -$3.12M | 2 | 3.07% | Reduced |
|
| 203 |
MTC
McDaniel Terry & Co
Austin,
Texas
| $48.2M | -$66.9K | 1 | 3.77% | Reduced |
|
| 204 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $48.1M | -$8.86M | 6 | 0.04% | Reduced |
|
| 205 |
Aberdeen Group
Edinburgh,
United Kingdom
| $47.8M | +$5.65M | 2 | 0.07% | Increased |
|
| 206 |
ACM
American Capital Management
New York
| $47.6M | +$11.5M | 1 | 2.13% | Increased |
|
| 207 |
Jump Financial
Chicago,
Illinois
| $47.2M | +$38.3M | 5 | 0.38% | Increased |
|
| 208 |
Cerity Partners
New York
| $47.1M | +$183K | 4 | 0.06% | Increased |
|
| 209 |
Verition Fund Management
Greenwich,
Connecticut
| $46M | +$19.8M | 3 | 0.23% | Increased |
|
| 210 |
KI
KTF Investments
Seal Beach,
California
| $44.2M | -$442K | 1 | 4.47% | Reduced |
|
| 211 |
Freestone Grove Partners
San Francisco,
California
| $44.1M | +$14.1M | 1 | 0.28% | Increased |
|
| 212 |
Cannell & Spears
New York
| $44M | -$5.83M | 2 | 0.78% | Reduced |
|
| 213 |
ACG
Aventail Capital Group
New York
| $43.3M | -$6.71M | 2 | 2.48% | Reduced |
|
| 214 |
ZP
Zimmer Partners
New York
| $42.4M | +$10.3M | 1 | 0.98% | Increased |
|
| 215 |
M
Mirova
Paris,
France
| $41.8M | -$20.5M | 2 | 1.54% | Reduced |
|
| 216 |
SAM
Scopus Asset Management
New York
| $41.7M | +$7.6M | 3 | 0.59% | Increased |
|
| 217 |
Mercer Global Advisors
Denver,
Colorado
| $40.2M | +$4.71M | 5 | 0.05% | Increased |
|
| 218 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $39.5M | +$143K | 4 | 0.06% | Increased |
|
| 219 |
Segall Bryant & Hamill
Chicago,
Illinois
| $39.1M | -$10.9M | 2 | 0.46% | Reduced |
|
| 220 |
Storebrand Asset Management
Lysaker,
Norway
| $39M | -$823K | 4 | 0.1% | Reduced |
|
| 221 |
SC
Shellback Capital
Boston,
Massachusetts
| $38.4M | +$28M | 1 | 3.36% | Increased |
|
| 222 |
Fred Alger Management
New York
| $37.8M | +$5.95M | 1 | 0.13% | Increased |
|
| 223 |
USS Investment Management
London,
United Kingdom
| $37.7M | +$32.4M | 3 | 0.14% | Increased |
|
| 224 |
CIBC Bancorp USA
Chicago,
Illinois
| $37.6M | +$18.4M | 4 | 0.05% | Increased |
|
| 225 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $37.5M | -$11.1M | 2 | 1.28% | Reduced |
|