← 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
26	Deutsche Bank Frankfurt Am Main Ge, Germany	$77.1M	-$42.8M	4	0.05%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$77.1M	+$877K	3	0.02%	Increased
28	APG Asset Management Amsterdam, Netherlands	$76.5M	+$2.37M	1	0.14%	Increased
29	CIP Champlain Investment Partners Burlington, Vermont	$75.8M	+$9.12M	1	1.31%	Increased
30	Morgan Stanley New York	$71.9M	+$13.7M	3	0.03%	Increased
31	TIAA CREF Investment Management New York	$71.7M	-$3.11M	3	0.06%	Reduced
32	Goldman Sachs New York	$71M	+$33.7M	3	0.02%	Increased
33	IC Inverness Counsel New York	$69.7M	+$8.01M	1	5.41%	Increased
34	Beck Mack & Oliver New York	$66.7M	-$2.51M	1	2.35%	Reduced
35	Lord, Abbett & Co Jersey City, New Jersey	$64.7M	+$35.2M	1	0.2%	Increased
36	Invesco Atlanta, Georgia	$61.7M	-$9.28M	3	0.02%	Reduced
37	Balyasny Asset Management Chicago, Illinois	$57M	+$54.6M	1	0.37%	Increased
38	Capital Advisors Inc Tulsa, Oklahoma	$56.7M	$0	1	8.79%	Maintained
39	Cincinnati Financial Corp Fairfield, Ohio	$55.2M	$0	1	3.12%	Maintained
40	Gates Capital Management New York	$51.2M	-$7.83M	1	1.74%	Reduced
41	Credit Suisse Zurich, Switzerland	$50M	+$5.68M	3	0.06%	Increased
42	Legal & General Group London, United Kingdom	$49.7M	+$1.45M	3	0.05%	Increased
43	USSCPF United States Steel & Carnegie Pension Fund New York	$48.5M	$0	1	1.12%	Maintained
44	Millennium Management New York	$45.4M	+$41.9M	3	0.1%	Increased
45	Schroder Investment Management Group London, United Kingdom	$44.7M	-$64.4M	1	0.09%	Reduced
46	ProShare Advisors Bethesda, Maryland	$43.4M	+$6.36M	1	0.56%	Increased
47	CM CS McKee Pittsburgh, Pennsylvania	$42M	-$6.2M	1	1.79%	Reduced
48	BlackRock New York	$41.8M	+$416K	3	0.06%	Increased
49	PGGM Investments Zeist, Netherlands	$40.8M	+$4.21M	1	0.21%	Increased
50	California Public Employees Retirement System Sacramento, California	$40.5M	-$1.54M	3	0.07%	Reduced