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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11M +$917K 3 0.11% Increased
202
Asset Management One
Asset Management One
Japan
$10.9M +$241K 1 0.04% Increased
203
ACI
AMP Capital Investors
Australia
$10.7M +$597K 1 0.05% Increased
204
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$10.7M +$1.08M 2 0.13% Increased
205
CSM Advisors
CSM Advisors
Pennsylvania
$10.6M -$282K 1 0.7% Reduced
206
Andra AP-fonden
Andra AP-fonden
Sweden
$10.5M +$649K 1 0.21% Increased
207
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$10.4M +$4.65M 1 0.03% Increased
208
HM
HCSF Management
California
$10.1M +$1.77M 1 10.74% Increased
209
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$10.1M +$309K 1 0.07% Increased
210
LPL Financial
LPL Financial
California
$10M +$2.83M 3 0.01% Increased
211
Guggenheim Capital
Guggenheim Capital
Illinois
$10M +$2.9M 3 0.06% Increased
212
FEG
Financial Enhancement Group
Indiana
$9.93M -$491K 1 2.04% Reduced
213
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$9.77M +$816K 3 0.1% Increased
214
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$9.5M -$2.72M 1 0.12% Reduced
215
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$9.48M +$184K 1 0.05% Increased
216
Nomura Asset Management
Nomura Asset Management
Japan
$9.47M -$122K 1 0.05% Reduced
217
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.44M +$5.23M 1 0.02% Increased
218
TPSF
Texas Permanent School Fund
Texas
$9.41M -$32K 3 0.11% Reduced
219
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$9.33M -$378K 2 0.05% Reduced
220
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.3M -$5.64M 1 0.23% Reduced
221
MPA
Marvin & Palmer Associates
Delaware
$9.2M +$9.01M 1 3.76% New
222
SCA
Spearhead Capital Advisors
Florida
$9.14M +$64.9K 1 1.24% Increased
223
Burney Company
Burney Company
Virginia
$9.08M +$1.91M 2 0.42% Increased
224
ARMC
American Research & Management Company
Massachusetts
$8.88M +$49.6K 1 2.03% Increased
225
Commerce Bank
Commerce Bank
Missouri
$8.87M -$25.2K 2 0.06% Reduced