← 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
326
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.5M -$662K 1 0.04% Reduced
327
Voloridge Investment Management
Voloridge Investment Management
Florida
$14.4M -$20.9M 1 0.06% Reduced
328
AIM
Anatole Investment Management
Hong Kong
$14.4M $0 1 2.01% Maintained
329
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$14.3M -$889K 3 0.09% Reduced
330
SCM
SIR Capital Management
New York
$14.3M -$11.9M 2 1.34% Reduced
331
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M -$496K 5 0.03% Reduced
332
CastleKnight Management
CastleKnight Management
New York
$14.2M -$52.5M 3 0.24% Reduced
333
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$14.1M +$1.23M 2 0.11% Increased
334
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$14.1M +$13.6M 1 0.24% New
335
BPIM
Brant Point Investment Management
New York
$13.9M -$1.22M 2 1.8% Reduced
336
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$13.9M +$280K 2 0.03% Increased
337
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$13.9M +$12.1M 1 0.63% New
338
TW
TritonPoint Wealth
Maryland
$13.7M -$225K 1 1.47% Reduced
339
VanEck Associates
VanEck Associates
New York
$13.7M +$462K 2 0.01% Increased
340
FFM
FengHe Fund Management
Singapore
$13.6M +$11.8M 1 1.88% New
341
Acadian Asset Management
Acadian Asset Management
Massachusetts
$13.5M -$2.5M 3 0.02% Reduced
342
NPPM
North Point Portfolio Managers
Ohio
$13.5M -$394K 1 2.4% Reduced
343
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.3M -$42.9K 3 0.07% Reduced
344
AIA
Allied Investment Advisors
Montana
$13.2M +$498K 1 1.9% Increased
345
HWM
HFR Wealth Management
New York
$13.1M -$253K 1 3.22% Reduced
346
JSA
Jacobson & Schmitt Advisors
Wisconsin
$12.9M +$14.2M 1 2.34% New
347
Tredje AP-fonden
Tredje AP-fonden
Sweden
$12.8M -$30.5M 2 0.07% Reduced
348
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.7M -$96.5K 3 0.06% Reduced
349
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12.7M +$2.75M 2 0.02% Increased
350
APG Asset Management
APG Asset Management
Netherlands
$12.7M +$237K 1 0.04% Increased
12 13
14
15 16