← 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	UBS AM Chicago, Illinois	$268M	-$17.9M	4	0.07%	Reduced
27	Ameriprise Minneapolis, Minnesota	$250M	+$29.9M	4	0.07%	Increased
28	Pictet Asset Management Carouge, Switzerland	$250M	+$209M	4	0.28%	Increased
29	American Century Companies Kansas City, Missouri	$239M	+$86.1M	4	0.15%	Increased
30	VOYA Investment Management Atlanta, Georgia	$226M	-$47.1M	4	0.25%	Reduced
31	Goldman Sachs New York	$219M	+$10.6M	6	0.04%	Increased
32	Capital Research Global Investors Los Angeles, California	$215M	-$97.5M	1	0.05%	Reduced
33	Citadel Advisors Miami, Florida	$195M	-$136M	6	0.04%	Reduced
34	Legal & General Group London, United Kingdom	$195M	+$10.3M	4	0.05%	Increased
35	William Blair & Company Chicago, Illinois	$189M	+$107M	4	0.57%	Increased
36	Principal Financial Group Des Moines, Iowa	$183M	-$11.7M	4	0.1%	Reduced
37	Corient Private Wealth Miami, Florida	$182M	-$7.3M	4	0.3%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$177M	+$27.8M	4	0.07%	Increased
39	PointState Capital New York	$172M	+$207M	1	2.49%	New
40	Neuberger Berman Group New York	$171M	-$30.9M	3	0.14%	Reduced
41	First Trust Advisors Wheaton, Illinois	$157M	-$9.88M	4	0.14%	Reduced
42	ProShare Advisors Bethesda, Maryland	$155M	-$31.2M	4	0.35%	Reduced
43	AllianceBernstein Nashville, Tennessee	$154M	-$30.3M	4	0.06%	Reduced
44	IP Interval Partners New York	$151M	+$50.4M	3	3.16%	Increased
45	Geneva Capital Management Milwaukee, Wisconsin	$148M	+$22.7M	1	2.77%	Increased
46	Cincinnati Financial Corp Fairfield, Ohio	$148M	$0	1	3.31%	Maintained
47	Conestoga Capital Advisors Wayne, Pennsylvania	$148M	-$178K	1	2.23%	Reduced
48	Boston Partners Boston, Massachusetts	$147M	-$105M	1	0.18%	Reduced
49	William Blair Investment Management Chicago, Illinois	$141M	-$17.3M	2	0.4%	Reduced
50	Kayne Anderson Rudnick Investment Management Los Angeles, California	$136M	-$68.4M	3	0.33%	Reduced