← 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
Principal Financial Group
Principal Financial Group
Iowa
$199M +$28.5M 4 0.14% Increased
27
Legal & General Group
Legal & General Group
United Kingdom
$199M +$781K 4 0.07% Increased
28
Goldman Sachs
Goldman Sachs
New York
$189M +$13M 4 0.04% Increased
29
ProShare Advisors
ProShare Advisors
Maryland
$186M -$14.3M 3 0.57% Reduced
30
Neuberger Berman Group
Neuberger Berman Group
New York
$168M -$75.8M 3 0.16% Reduced
31
American Century Companies
American Century Companies
Missouri
$157M -$140M 3 0.12% Reduced
32
Ameriprise
Ameriprise
Minnesota
$151M +$4.34M 4 0.05% Increased
33
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$5.04M 1 1.7% Reduced
34
Corient Private Wealth
Corient Private Wealth
Florida
$145M +$2.88M 3 0.39% Increased
35
Ariel Investments
Ariel Investments
Illinois
$143M -$13.1M 1 1.38% Reduced
36
UBS AM
UBS AM
Illinois
$141M +$1.35M 4 0.07% Increased
37
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$128M $0 1 3.11% Maintained
38
CET
Clean Energy Transition
United Kingdom
$113M +$10.4M 1 10.18% Increased
39
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$111M -$6.05M 2 1.48% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$111M -$6.7M 4 0.08% Reduced
41
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$111M -$3.13M 1 1.12% Reduced
42
Geneva Capital Management
Geneva Capital Management
Wisconsin
$109M +$1.69M 1 2.23% Increased
43
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$108M -$329K 1 1.21% Reduced
44
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$102M $0 1 2.75% Maintained
45
Two Sigma Advisers
Two Sigma Advisers
New York
$92.7M -$7.19M 4 0.24% Reduced
46
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$91.9M +$169K 1 1.44% Increased
47
Credit Suisse
Credit Suisse
Switzerland
$91M -$4.91M 4 0.09% Reduced
48
Deutsche Bank
Deutsche Bank
Germany
$90.4M +$1.49M 4 0.05% Increased
49
Victory Capital Management
Victory Capital Management
Texas
$88.6M -$903K 4 0.1% Reduced
50
Congress Asset Management
Congress Asset Management
Massachusetts
$87M -$2.07M 1 0.81% Reduced