← 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
AssetMark Inc
AssetMark Inc
California
$13.3M -$708K 4 0.03% Reduced
302
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.3M -$107M 2 0.02% Reduced
303
Tocqueville Asset Management
Tocqueville Asset Management
New York
$13.1M -$949K 2 0.19% Reduced
304
TW
TritonPoint Wealth
Maryland
$13.1M -$1.21M 1 1.33% Reduced
305
NPPM
North Point Portfolio Managers
Ohio
$13M -$22K 1 2.2% Reduced
306
Guggenheim Capital
Guggenheim Capital
Illinois
$12.9M -$4.2M 1 0.09% Reduced
307
QRG Capital Management
QRG Capital Management
Illinois
$12.9M +$830K 2 0.14% Increased
308
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$12.6M -$5.76M 2 0.03% Reduced
309
HWM
HFR Wealth Management
New York
$12.5M +$97.1K 1 2.95% Increased
310
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.4M +$1.07M 3 0.04% Increased
311
Baird Financial Group
Baird Financial Group
Wisconsin
$12.4M -$350K 2 0.02% Reduced
312
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$12.1M -$249K 3 0.06% Reduced
313
Första AP-fonden
Första AP-fonden
Sweden
$12.1M -$1.55M 1 0.07% Reduced
314
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$11.9M -$466K 2 0.39% Reduced
315
OCM
Osterweis Capital Management
California
$11.9M +$3.97M 1 0.5% Increased
316
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.9M +$697K 4 0.02% Increased
317
Freestone Grove Partners
Freestone Grove Partners
California
$11.8M +$10.6M 2 0.09% Increased
318
UBV
United Bank (Virginia)
Virginia
$11.8M -$1.58M 1 1.56% Reduced
319
AIA
Allied Investment Advisors
Montana
$11.8M -$4.07M 1 1.82% Reduced
320
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.7M +$829K 4 0.05% Increased
321
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.7M -$243K 1 0.08% Reduced
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.6M -$324K 3 0.06% Reduced
323
Two Sigma Advisers
Two Sigma Advisers
New York
$11.6M -$7.79M 4 0.02% Reduced
324
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$11.6M -$185K 1 0.34% Reduced
325
GIPM
G2 Investment Partners Management
New York
$11.5M +$7.25M 1 2.73% Increased