← 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	Charles Schwab San Francisco, California	$181M	-$5.19M	4	0.06%	Reduced
27	Lord, Abbett & Co Jersey City, New Jersey	$169M	+$5.06M	1	0.4%	Increased
28	ProShare Advisors Bethesda, Maryland	$139M	-$4.64M	3	0.39%	Reduced
29	Ariel Investments Chicago, Illinois	$133M	+$10.3M	1	1.22%	Increased
30	Parametric Portfolio Associates Seattle, Washington	$126M	+$549K	4	0.07%	Increased
31	PNC Financial Services Group Pittsburgh, Pennsylvania	$125M	-$10.9M	4	0.12%	Reduced
32	Mairs & Power Inc St Paul, Minnesota	$125M	+$182K	1	1.25%	Increased
33	Cincinnati Financial Corp Fairfield, Ohio	$124M	$0	1	3.04%	Maintained
34	UBS AM Chicago, Illinois	$117M	+$4.43M	4	0.05%	Increased
35	Conestoga Capital Advisors Wayne, Pennsylvania	$115M	+$800K	1	1.58%	Increased
36	State of Wisconsin Investment Board Madison, Wisconsin	$113M	-$2.83M	3	0.23%	Reduced
37	Arrowstreet Capital Boston, Massachusetts	$112M	+$30.3M	4	0.14%	Increased
38	Congress Asset Management Boston, Massachusetts	$109M	+$9.81M	1	0.85%	Increased
39	Swiss National Bank Zurich, Switzerland	$108M	-$2.61M	4	0.07%	Reduced
40	Principal Financial Group Des Moines, Iowa	$106M	-$12M	4	0.07%	Reduced
41	Goldman Sachs New York	$106M	+$25.1M	4	0.02%	Increased
42	AQR Capital Management Greenwich, Connecticut	$105M	+$16.8M	4	0.2%	Increased
43	Eaton Vance Management Boston, Massachusetts	$100M	+$18.2M	3	0.14%	Increased
44	Artisan Partners Milwaukee, Wisconsin	$99.9M	-$931K	1	0.12%	Reduced
45	VOYA Investment Management Atlanta, Georgia	$99.7M	+$1.98M	4	0.2%	Increased
46	Williams Jones Wealth Management New York	$98.4M	+$245K	1	1.38%	Increased
47	Fidelity Investments Boston, Massachusetts	$96.8M	+$25.9M	4	0.01%	Increased
48	Ameriprise Minneapolis, Minnesota	$95.2M	-$3.11M	4	0.03%	Reduced
49	Johnson Investment Counsel Cincinnati, Ohio	$93.5M	+$4.45M	2	1.25%	Increased
50	Clark Capital Management Group Philadelphia, Pennsylvania	$85.3M	+$5.8M	1	1.17%	Increased