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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
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$13M +$12.2M 2 9.3% New
202
Asset Management One
Asset Management One
Japan
$12.9M +$364K 1 0.05% Increased
203
Nomura Asset Management
Nomura Asset Management
Japan
$12.8M +$366K 1 0.06% Increased
204
TD Asset Management
TD Asset Management
Ontario, Canada
$12.8M -$1.68M 1 0.01% Reduced
205
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.7M +$139K 3 0.05% Increased
206
CSM Advisors
CSM Advisors
Pennsylvania
$12.4M -$64.5K 1 0.82% Reduced
207
Truist Financial
Truist Financial
North Carolina
$12.2M +$3.12M 2 0.02% Increased
208
FP
Foundry Partners
Minnesota
$12.1M -$1.31M 1 0.43% Reduced
209
Putnam Investments
Putnam Investments
Massachusetts
$11.9M -$334K 2 0.02% Reduced
210
Congress Wealth Management
Congress Wealth Management
Massachusetts
$11.9M +$11.2M 1 0.24% New
211
Allspring Global Investments
Allspring Global Investments
North Carolina
$11.9M +$11.2M 4 0.01% New
212
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$11.7M +$73.6K 2 0.06% Increased
213
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$11.6M -$2.47M 2 0.01% Reduced
214
Gabelli Funds
Gabelli Funds
New York
$11.5M -$612K 2 0.07% Reduced
215
SCA
Spearhead Capital Advisors
Florida
$11.4M +$201K 1 1.38% Increased
216
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$11.3M -$11.4M 1 0.12% Reduced
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$11.2M -$2.36M 3 0.08% Reduced
218
Osaic Holdings
Osaic Holdings
Arizona
$11.1M -$11M 4 0.02% Reduced
219
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.1M +$11.7K 2 0.06% Increased
220
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$10.9M +$5.09M 1 0.16% Increased
221
Personal Capital Advisors
Personal Capital Advisors
California
$10.8M -$77.9K 1 0.05% Reduced
222
HWM
HFR Wealth Management
New York
$10.7M +$185K 1 2.69% Increased
223
TPSF
Texas Permanent School Fund
Texas
$10.6M -$541K 3 0.13% Reduced
224
DZ Bank
DZ Bank
Germany
$10.6M +$4.3M 1 0.01% Increased
225
Aberdeen Group
Aberdeen Group
United Kingdom
$10.6M -$244K 2 0.02% Reduced