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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
201
Royal London Asset Management
Royal London Asset Management
United Kingdom
$3.42M +$757K 1 0.06% Increased
202
First Manhattan
First Manhattan
New York
$3.39M -$802K 1 0.02% Reduced
203
Raymond James & Associates
Raymond James & Associates
Florida
$3.35M +$904K 2 0.01% Increased
204
MCM
McKinley Capital Management
Alaska
$3.34M +$3.91M 1 0.16% New
205
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$3.33M $0 1 0.06% Maintained
206
CC
Cannell & Co
New York
$3.33M $0 1 0.12% Maintained
207
TCW Group
TCW Group
California
$3.3M +$64.6K 1 0.02% Increased
208
AC
Ascend Capital
California
$3.25M +$3.13M 1 0.21% New
209
Arizona State Retirement System
Arizona State Retirement System
Arizona
$3.21M -$261K 2 0.05% Reduced
210
GH
GAM Holding
Switzerland
$3.19M -$7.25M 1 0.05% Reduced
211
Fiduciary Trust
Fiduciary Trust
Massachusetts
$3.14M -$609K 1 0.11% Reduced
212
Marshall Wace
Marshall Wace
United Kingdom
$2.93M +$2.82M 1 0.02% New
213
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M $0 2 0.04% Maintained
214
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.9M -$133K 1 0.01% Reduced
215
Quadrature Capital
Quadrature Capital
United Kingdom
$2.84M +$2.74M 1 0.21% New
216
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.81M +$294K 2 0.03% Increased
217
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$2.78M +$161K 1 0.06% Increased
218
GD
Grandfield & Dodd
New York
$2.75M -$194K 1 0.39% Reduced
219
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.72M +$1.58M 1 0.03% Increased
220
LIA
LS Investment Advisors
Michigan
$2.72M -$86.6K 2 0.19% Reduced
221
LBC
Lowe Brockenbrough & Co
Virginia
$2.7M -$50K 1 0.47% Reduced
222
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.68M -$85.2K 1 0.02% Reduced
223
LM
Luminus Management
Texas
$2.65M +$415K 1 0.08% Increased
224
Baird Financial Group
Baird Financial Group
Wisconsin
$2.64M -$370K 2 0.02% Reduced
225
NFG
NewFocus Financial Group
Washington
$2.62M +$14.1K 1 1.93% Increased
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