← 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
301	PAA Peregrine Asset Advisers Portland, Oregon	$2.88M	-$2.11M	1	1.49%	Reduced
302	Bridgewater Associates Westport, Connecticut	$2.88M	-$787K	2	0.02%	Reduced
303	Ameritas Investment Partners Lincoln, Nebraska	$2.85M	-$40K	4	0.13%	Reduced
304	ACP Ashfield Capital Partners San Francisco, California	$2.85M	-$3.45K	1	0.3%	Reduced
305	FQ First Quadrant Glendale, California	$2.82M	+$780K	1	0.2%	Increased
306	SG Americas Securities New York	$2.78M	+$2.11K	3	0.02%	Increased
307	LPL Financial San Diego, California	$2.75M	+$906K	2	0.01%	Increased
308	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$2.74M	-$74.7K	3	0.03%	Reduced
309	Fiduciary Trust Boston, Massachusetts	$2.7M	+$237K	1	0.07%	Increased
310	CPA Capital Planning Advisors Roseville, California	$2.67M	+$14.9K	1	0.78%	Increased
311	OC Oarsman Capital Milwaukee, Wisconsin	$2.67M	+$154K	1	1.21%	Increased
312	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$2.65M	+$131K	1	0.27%	Increased
313	SRAM Stone Ridge Asset Management New York	$2.64M	+$284K	4	0.16%	Increased
314	AL AJO LP Philadelphia, Pennsylvania	$2.63M	+$2.73M	1	0.01%	New
315	SAM Security Asset Management New York	$2.62M	$0	1	1.68%	Maintained
316	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.61M	+$12.9K	1	0.2%	Increased
317	Advisor Group Phoenix, Arizona	$2.6M	+$199K	4	0.02%	Increased
318	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.6M	+$407K	1	0.04%	Increased
319	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.58M	+$3.17K	1	0.12%	Increased
320	Mutual of America Capital Management New York	$2.56M	+$24.3K	2	0.04%	Increased
321	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.56M	-$213K	3	0.15%	Reduced
322	Kornitzer Capital Management Shawnee Mission, Kansas	$2.55M	+$276K	2	0.05%	Increased
323	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$2.54M	-$105K	1	0.22%	Reduced
324	1832 Asset Management Toronto, Ontario, Canada	$2.51M	$0	1	0.01%	Maintained
325	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.51M	-$105K	3	0.13%	Reduced