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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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M +$5.19M 3 0.05% Increased
202
Amalgamated Bank
Amalgamated Bank
New York
$12.5M -$1.03M 4 0.11% Reduced
203
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$12.4M +$86.5K 2 0.07% Increased
204
RAM
Rempart Asset Management
Canada
$12.3M +$12.1M 1 2.72% New
205
William Blair & Company
William Blair & Company
Illinois
$12.1M +$38.8K 1 0.05% Increased
206
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$12.1M -$597K 3 0.06% Reduced
207
HighTower Advisors
HighTower Advisors
Illinois
$12M +$232K 2 0.03% Increased
208
EULAV Asset Management
EULAV Asset Management
Florida
$12M $0 1 0.47% Maintained
209
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.9M -$154K 3 0.14% Reduced
210
Swedbank
Swedbank
Sweden
$11.9M $0 1 0.02% Maintained
211
PGGM Investments
PGGM Investments
Netherlands
$11.8M -$320K 1 0.2% Reduced
212
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.5M -$732K 1 0.09% Reduced
213
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$11.5M +$6.1M 1 0.06% Increased
214
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.4M +$9.7M 2 0.07% Increased
215
Congress Wealth Management
Congress Wealth Management
Massachusetts
$11.3M +$278K 1 0.27% Increased
216
Baird Financial Group
Baird Financial Group
Wisconsin
$11.2M +$80.1K 3 0.03% Increased
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.1M -$41.6K 3 0.1% Reduced
218
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$10.9M -$766K 1 0.02% Reduced
219
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$10.8M +$323K 1 0.11% Increased
220
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M +$4.7M 3 0.05% Increased
221
Vest Financial
Vest Financial
Virginia
$10.7M -$256K 1 1.46% Reduced
222
Verition Fund Management
Verition Fund Management
Connecticut
$10.7M -$2.89M 3 0.15% Reduced
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$10.6M -$11.7K 4 0.08% Reduced
224
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$10.6M +$3.83M 2 0.3% Increased
225
PFC
Phocas Financial Corp
California
$10.5M -$61.4K 2 1.51% Reduced