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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
Hood River Capital Management
Hood River Capital Management
Florida
$18.6M -$47.3M 1 0.42% Reduced
202
Capital World Investors
Capital World Investors
California
$18.5M $0 1 0% Maintained
203
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$18.5M +$15.9M 4 0.14% Increased
204
EULAV Asset Management
EULAV Asset Management
Florida
$18.4M $0 1 0.51% Maintained
205
Korea Investment Corp
Korea Investment Corp
South Korea
$18.3M +$1.63M 1 0.05% Increased
206
MetLife Investment Management
MetLife Investment Management
New Jersey
$18.2M -$452K 4 0.12% Reduced
207
WCM Investment Management
WCM Investment Management
California
$18.1M -$789K 1 0.04% Reduced
208
Gradient Investments
Gradient Investments
Minnesota
$17.9M -$1.41M 1 0.42% Reduced
209
PCM
Pinnbrook Capital Management
New York
$17.8M +$15.1M 1 1.49% New
210
HighTower Advisors
HighTower Advisors
Illinois
$17.7M -$1.39M 4 0.03% Reduced
211
Bahl & Gaynor
Bahl & Gaynor
Ohio
$17.4M +$378K 2 0.1% Increased
212
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$17.4M +$9.53M 1 0.15% Increased
213
AAIM
Asset Advisors Investment Management
Georgia
$17.4M +$46.7K 1 1.95% Increased
214
Osaic Holdings
Osaic Holdings
Arizona
$17.3M -$9.22M 4 0.04% Reduced
215
Squarepoint
Squarepoint
New York
$17.2M -$305K 2 0.03% Reduced
216
TC
TownSquare Capital
Utah
$17.2M +$966K 3 0.25% Increased
217
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$17.1M +$14.6M 1 0.09% New
218
Verition Fund Management
Verition Fund Management
Connecticut
$17.1M -$11.2M 4 0.12% Reduced
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1M -$1.67M 3 0.07% Reduced
220
1832 Asset Management
1832 Asset Management
Ontario, Canada
$16.9M +$10.1M 2 0.01% Increased
221
Modera Wealth Management
Modera Wealth Management
New Jersey
$16.7M -$48.6K 1 0.26% Reduced
222
National Bank of Canada
National Bank of Canada
Quebec, Canada
$16.7M +$4.48M 3 0.03% Increased
223
Danske Bank
Danske Bank
Denmark
$16.6M +$15.1M 1 0.05% New
224
CIBC World Market
CIBC World Market
Ontario, Canada
$16.6M +$2.79M 3 0.04% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$16.6M +$102K 2 0.07% Increased