← 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
276
Boothbay Fund Management
Boothbay Fund Management
New York
$19.7M +$12.2M 4 0.26% Increased
277
LCM
LVM Capital Management
Michigan
$19.4M -$174K 1 1.83% Reduced
278
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19M +$76.7K 1 0.04% Increased
279
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$18.8M -$21.1M 2 0.03% Reduced
280
GW&K Investment Management
GW&K Investment Management
Massachusetts
$18.8M -$9.02M 2 0.17% Reduced
281
CCC
Cincinnati Casualty Company
Ohio
$18.8M $0 1 9.8% Maintained
282
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$18.6M +$20.4M 1 0.5% New
283
Modera Wealth Management
Modera Wealth Management
New Jersey
$18.5M -$368K 1 0.22% Reduced
284
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$18M +$226K 6 0.15% Increased
285
Busey Bank
Busey Bank
Illinois
$17.9M +$118K 1 0.49% Increased
286
GIP
Granite Investment Partners
California
$17.7M -$941K 2 1.09% Reduced
287
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$17.6M -$2.8M 4 0.07% Reduced
288
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.6M -$197K 4 0.1% Reduced
289
CI Investments Inc
CI Investments Inc
Ontario, Canada
$17.5M +$14M 2 0.08% Increased
290
TAM
Telemark Asset Management
Massachusetts
$17.3M -$3.76M 1 1.6% Reduced
291
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.3M -$706K 1 0.57% Reduced
292
Yousif Capital Management
Yousif Capital Management
Michigan
$17.3M -$1.23M 3 0.2% Reduced
293
EULAV Asset Management
EULAV Asset Management
Florida
$17.3M $0 1 0.55% Maintained
294
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$17.2M -$408K 3 0.47% Reduced
295
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$17.1M -$7.74M 1 7.54% Reduced
296
Amalgamated Bank
Amalgamated Bank
New York
$16.9M +$50.7K 4 0.13% Increased
297
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$16.9M -$6.4M 3 0.07% Reduced
298
IEQ Capital
IEQ Capital
California
$16.7M +$6.91M 3 0.08% Increased
299
Giverny Capital
Giverny Capital
Quebec, Canada
$16.7M +$18.3M 1 0.61% New
300
Longaeva Partners
Longaeva Partners
Illinois
$16.6M +$15.9M 1 0.61% New