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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$30.5M +$5.38M 1 0.25% Increased
202
Comerica Bank
Comerica Bank
Texas
$30.5M +$2.19M 3 0.12% Increased
203
Cerity Partners
Cerity Partners
New York
$30.1M +$9.41M 3 0.04% Increased
204
Natixis Advisors
Natixis Advisors
Massachusetts
$29.7M -$1.09M 3 0.04% Reduced
205
ACP
Albar Capital Partners
United Kingdom
$29.3M +$27.3M 1 6.92% New
206
Kennedy Capital Management
Kennedy Capital Management
Missouri
$28.5M +$159K 2 0.6% Increased
207
Welch & Forbes
Welch & Forbes
Massachusetts
$28.2M -$2.12M 1 0.34% Reduced
208
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.1M -$26.7M 2 0.07% Reduced
209
Riverbridge Partners
Riverbridge Partners
Minnesota
$27M +$12M 1 0.51% Increased
210
SCM
Steadfast Capital Management
New York
$26.3M +$24.5M 1 0.45% New
211
AE Wealth Management
AE Wealth Management
Kansas
$25.9M +$23.9M 3 0.15% Increased
212
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.7M -$497K 6 0.08% Reduced
213
RAM
Rempart Asset Management
Canada
$25.3M -$4.76M 1 4.79% Reduced
214
Mercer Global Advisors
Mercer Global Advisors
Colorado
$25.2M +$505K 3 0.04% Increased
215
GPGA
Grandeur Peak Global Advisors
Utah
$25M +$14.9M 2 3.37% Increased
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.9M +$7.53M 3 0.08% Increased
217
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$24.8M +$22.9M 1 0.07% New
218
Algert Global
Algert Global
California
$24.7M +$6.8M 2 0.39% Increased
219
HC
Henshaw Capital
Massachusetts
$24.2M -$693K 1 0.87% Reduced
220
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$24M -$5.64M 4 0.04% Reduced
221
AIM
Anatole Investment Management
Hong Kong
$23.4M +$75.3M 1 3.9% New
222
Canada Life
Canada Life
Manitoba, Canada
$23.2M +$366K 3 0.04% Increased
223
Quantinno Capital Management
Quantinno Capital Management
New York
$22.7M +$3.62M 4 0.05% Increased
224
ClearBridge Investments
ClearBridge Investments
New York
$22.6M -$12.1M 1 0.02% Reduced
225
Aviva
Aviva
United Kingdom
$22.4M +$1.08M 1 0.04% Increased