← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$317M +$25.1M 1 0.09% Increased
27
Ameriprise
Ameriprise
Minnesota
$303M +$14.8M 4 0.08% Increased
28
Fisher Asset Management
Fisher Asset Management
Washington
$291M -$1.11M 1 0.14% Reduced
29
Neuberger Berman Group
Neuberger Berman Group
New York
$227M -$174M 4 0.19% Reduced
30
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$227M -$61.2M 1 3.28% Reduced
31
Adage Capital Partners
Adage Capital Partners
Massachusetts
$221M -$151M 1 0.42% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$213M -$3.81M 4 0.06% Reduced
33
ProShare Advisors
ProShare Advisors
Maryland
$209M -$6.62M 4 0.56% Reduced
34
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$198M -$14.3M 1 1.92% Reduced
35
Corient Private Wealth
Corient Private Wealth
Florida
$193M -$12.8M 4 0.34% Reduced
36
Robeco Schweiz
Robeco Schweiz
Switzerland
$191M +$9.35M 2 3.33% Increased
37
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$184M +$66.2M 3 0.11% Increased
38
Congress Asset Management
Congress Asset Management
Massachusetts
$179M +$1.37M 3 1.27% Increased
39
UBS AM
UBS AM
Illinois
$176M -$1.76M 4 0.06% Reduced
40
Pictet Asset Management
Pictet Asset Management
Switzerland
$170M -$24.9M 4 0.19% Reduced
41
CET
Clean Energy Transition
United Kingdom
$167M -$20.6M 1 12.38% Reduced
42
Janus Henderson Group
Janus Henderson Group
$163M -$5.79M 4 0.09% Reduced
43
GAMCO Investors
GAMCO Investors
Connecticut
$162M -$40.2M 1 1.64% Reduced
44
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$159M -$25.5M 1 7.61% Reduced
45
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$149M $0 1 3.29% Maintained
46
Geneva Capital Management
Geneva Capital Management
Wisconsin
$147M -$2.41M 1 2.59% Reduced
47
Capital International Investors
Capital International Investors
California
$141M +$31.9M 2 0.03% Increased
48
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$137M +$3.17M 1 1.22% Increased
49
Brown Advisory
Brown Advisory
Maryland
$133M -$42.6M 2 0.18% Reduced
50
Envestnet Asset Management
Envestnet Asset Management
Illinois
$128M +$24M 4 0.05% Increased