← 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	Daiwa Securities Group Tokyo, Japan	$17.9M	+$1.81M	3	0.08%	Increased
227	BAMCO Inc New York	$17.8M	-$4.93M	1	0.05%	Reduced
228	Wedge Capital Management Charlotte, North Carolina	$17.8M	-$2.93M	1	0.31%	Reduced
229	Candriam SCA Strassen, Luxembourg, Luxembourg	$17.5M	-$67.2K	1	0.1%	Reduced
230	Farmers & Merchants Investments Inc Lincoln, Nebraska	$17.4M	+$33.7K	3	0.54%	Increased
231	CCC Cincinnati Casualty Company Fairfield, Ohio	$17.3M	$0	1	9.73%	Maintained
232	1832 Asset Management Toronto, Ontario, Canada	$17.1M	+$4.04M	2	0.01%	Increased
233	ZP Zimmer Partners New York	$16.9M	+$1.04M	1	0.31%	Increased
234	Varma Mutual Pension Insurance Co Helsinki, Finland	$16.7M	+$1.6M	1	0.13%	Increased
235	Tudor Investment Corp Stamford, Connecticut	$16.7M	+$7.58M	3	0.06%	Increased
236	UBV United Bank (Virginia) Vienna, Virginia	$16.6M	-$1.09K	1	1.93%	Reduced
237	Point72 Asset Management Stamford, Connecticut	$16.5M	-$19.5M	1	0.04%	Reduced
238	Woodline Partners San Francisco, California	$16.3M	+$15.5M	1	0.14%	New
239	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$16.1M	+$2.61M	1	0.03%	Increased
240	SFM Stack Financial Management Whitefish, Montana	$16.1M	+$76.5K	1	1.44%	Increased
241	AIA Allied Investment Advisors Billings, Montana	$16M	+$2.56M	1	3.17%	Increased
242	Artemis Investment Management Edinburgh, United Kingdom	$16M	+$3.49M	1	0.24%	Increased
243	TCW Group Los Angeles, California	$15.9M	-$3.91M	1	0.14%	Reduced
244	Cresset Asset Management Chicago, Illinois	$15.8M	+$470K	3	0.06%	Increased
245	Douglass Winthrop Advisors New York	$15.6M	-$588K	1	0.3%	Reduced
246	HRT Financial New York	$15.5M	-$4.32M	3	0.08%	Reduced
247	Trillium Asset Management Boston, Massachusetts	$15.4M	+$3.03M	1	0.38%	Increased
248	Cubist Systematic Strategies Stamford, Connecticut	$15.2M	+$7.31M	1	0.09%	Increased
249	ExodusPoint Capital Management New York	$15.2M	+$8.02M	3	0.09%	Increased
250	KBC Group Brussels, Belgium	$15.1M	+$7.41M	4	0.05%	Increased