← 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
401	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.13M	-$12.7K	1	0.72%	Reduced
402	LPL Financial San Diego, California	$1.1M	+$36.2K	1	0%	Increased
403	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.09M	$0	1	0.11%	Maintained
404	Virginia Retirement Systems Richmond, Virginia	$1.09M	$0	1	0.01%	Maintained
405	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.07M	-$77.9K	1	0.02%	Reduced
406	Martingale Asset Management Boston, Massachusetts	$1.07M	+$1.15M	1	0.01%	New
407	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.06M	+$234K	1	0.68%	Increased
408	Kornitzer Capital Management Shawnee Mission, Kansas	$1.06M	-$78.6K	1	0.02%	Reduced
409	EGI EAM Global Investors Solana Beach, California	$1.05M	-$279K	1	0.54%	Reduced
410	Ladenburg Thalmann Financial Services Miami, Florida	$1.03M	+$13.1K	3	0.01%	Increased
411	NN Investment Partners Holdings The Hague, Netherlands	$1.03M	+$1.06M	1	0.01%	New
412	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.02M	+$32.4K	2	0.05%	Increased
413	RIM Rampart Investment Management Hartford, Connecticut	$1.02M	+$856K	1	0.1%	Increased
414	Nordea Investment Management Stockholm, Sweden	$1M	+$112K	1	0%	Increased
415	Quadrature Capital London, United Kingdom	$997K	+$608K	1	0.08%	Increased
416	SIM Sentry Investment Management Stevens Point, Wisconsin	$976K	-$97.5K	1	0.06%	Reduced
417	JGC J. Goldman & Co New York	$958K	+$990K	1	0.04%	New
418	OppenheimerFunds New York	$956K	-$626K	2	0%	Reduced
419	AIM Allen Investment Management New York	$950K	-$5.16K	1	0.04%	Reduced
420	FIM Fruth Investment Management Houston, Texas	$935K	$0	1	0.41%	Maintained
421	Stonehage Fleming Financial Services St. Helier, Jersey	$934K	$0	1	0.06%	Maintained
422	SAM Shell Asset Management The Hague, Netherlands	$928K	$0	1	0.02%	Maintained
423	BB&T Securities Richmond, Virginia	$924K	+$954K	1	0.01%	New
424	Meitav Investment House Bene-Beraq, Israel	$922K	+$953K	1	0.05%	New
425	MC Menta Capital San Francisco, California	$921K	-$513K	1	0.2%	Reduced