← All themes Data Centers & Digital Infrastructure

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
226	KIC Keating Investment Counselors Delray Beach, Florida	$5.98M	-$74.8K	1	2.88%	Reduced
227	Korea Investment Corp Seoul, South Korea	$5.85M	+$1.3M	1	0.05%	Increased
228	TBA Train Babcock Advisors New York	$5.78M	-$2.17K	1	1.88%	Reduced
229	Comerica Bank Dallas, Texas	$5.78M	-$1.39M	2	0.05%	Reduced
230	KAM Keeley Asset Management Chicago, Illinois	$5.68M	-$137K	1	0.1%	Reduced
231	Aperio Group Sausalito, California	$5.53M	+$255K	1	0.08%	Increased
232	BA Boston Advisors Boston, Massachusetts	$5.48M	+$38.8K	1	0.23%	Increased
233	TSU TD Securities (USA) New York	$5.29M	+$208K	1	0.09%	Increased
234	BUB BBVA USA Bancshares Houston, Texas	$5.27M	+$164K	1	0.23%	Increased
235	Arizona State Retirement System Phoenix, Arizona	$4.95M	-$95.2K	2	0.06%	Reduced
236	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$4.92M	+$4.81M	1	0.09%	New
237	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.9M	-$2.06M	1	0.19%	Reduced
238	CAM Capstone Asset Management Houston, Texas	$4.86M	-$266K	2	0.16%	Reduced
239	Placemark Investments Chicago, Illinois	$4.83M	+$368K	1	0.09%	Increased
240	GHA GW Henssler & Associates Kennesaw, Georgia	$4.79M	+$71.7K	1	0.58%	Increased
241	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4.78M	-$6.34K	2	0.08%	Reduced
242	SEI Trust Company Oaks, Pennsylvania	$4.71M	-$2.19M	1	0.05%	Reduced
243	Public Employees Retirement Association of Colorado Denver, Colorado	$4.68M	-$276K	3	0.04%	Reduced
244	SCM Schneider Capital Management Berwyn, Pennsylvania	$4.53M	-$1.06M	1	0.49%	Reduced
245	LI Lafayette Investments Ashton, Maryland	$4.51M	$0	1	1.98%	Maintained
246	GD Grandfield & Dodd New York	$4.51M	-$412K	1	0.68%	Reduced
247	SAMNY Samsung Asset Management (New York) New York	$4.51M	+$164K	1	1.41%	Increased
248	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.47M	+$293K	1	0.09%	Increased
249	MCC Mid Continent Capital Chicago, Illinois	$4.45M	+$306K	1	0.26%	Increased
250	Gulf International Bank (UK) London, United Kingdom	$4.44M	$0	1	0.08%	Maintained