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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
TPSF
Texas Permanent School Fund
Texas
$8.46M -$1.03M 3 0.11% Reduced
202
Nomura Asset Management
Nomura Asset Management
Japan
$8.34M -$467K 1 0.06% Reduced
203
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$8.29M -$1.76M 1 0.05% Reduced
204
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$8.17M +$7.69M 1 0.49% New
205
Andra AP-fonden
Andra AP-fonden
Sweden
$8.13M -$23.8K 1 0.18% Reduced
206
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.04M -$940K 3 0.06% Reduced
207
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$8M +$17K 2 0.05% Increased
208
EULAV Asset Management
EULAV Asset Management
Florida
$7.94M $0 1 0.21% Maintained
209
ARMC
American Research & Management Company
Massachusetts
$7.92M -$207K 1 2.06% Reduced
210
MetLife Investment Management
MetLife Investment Management
New Jersey
$7.84M -$328K 4 0.07% Reduced
211
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.75M -$365K 1 0.07% Reduced
212
RHFI
Reilly Herbert Faulkner III
$7.73M +$320K 1 2.54% Increased
213
William Blair & Company
William Blair & Company
Illinois
$7.49M +$1.34M 1 0.03% Increased
214
PCM
Penn Capital Management
Pennsylvania
$7.48M +$6.76M 1 0.95% New
215
SCA
Spearhead Capital Advisors
Florida
$7.44M +$513K 1 1.18% Increased
216
TD Asset Management
TD Asset Management
Ontario, Canada
$7.3M +$422K 1 0.01% Increased
217
Driehaus Capital Management
Driehaus Capital Management
Illinois
$7.17M +$5.54M 1 0.12% New
218
Commerce Bank
Commerce Bank
Missouri
$7.16M -$59.2K 1 0.06% Reduced
219
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$7.12M -$6.69M 1 0.34% Reduced
220
MPIA
Mountain Pacific Investment Advisers
Idaho
$7.12M -$6.7M 1 0.51% Reduced
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$7.11M -$366K 3 0.06% Reduced
222
Aberdeen Group
Aberdeen Group
United Kingdom
$7.1M +$456K 1 0.02% Increased
223
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$7.06M -$6.41M 4 0.1% Reduced
224
ACI
AMP Capital Investors
Australia
$7.05M +$106K 1 0.04% Increased
225
SG Americas Securities
SG Americas Securities
New York
$7.04M +$5.68M 4 0.04% Increased