← 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
51	UBS AM Chicago, Illinois	$49.9M	+$408K	3	0.05%	Increased
52	Johnson Investment Counsel Cincinnati, Ohio	$49.9M	+$7.21M	1	1.67%	Increased
53	Credit Suisse Zurich, Switzerland	$49.5M	+$9.01M	3	0.04%	Increased
54	AQR Capital Management Greenwich, Connecticut	$49.2M	+$5.12M	3	0.14%	Increased
55	Luther King Capital Management (LKCM) Fort Worth, Texas	$48.2M	+$16M	1	0.4%	Increased
56	Frontier Capital Management Boston, Massachusetts	$45.6M	+$2.5M	1	0.37%	Increased
57	BlackRock New York	$45.4M	-$663K	3	0.07%	Reduced
58	Victory Capital Management San Antonio, Texas	$45.4M	+$1.39M	2	0.34%	Increased
59	GA Geneva Advisors Chicago, Illinois	$44.8M	+$461K	1	0.84%	Increased
60	Managed Account Advisors Jersey City, New Jersey	$44.2M	+$2.61M	3	0.05%	Increased
61	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$43.9M	-$1.1M	1	1.61%	Reduced
62	Royce & Associates New York	$43.5M	-$783K	2	0.15%	Reduced
63	Prudential Financial Newark, New Jersey	$42.6M	+$12M	3	0.08%	Increased
64	New York State Common Retirement Fund Albany, New York	$41.9M	-$1.33M	3	0.06%	Reduced
65	California Public Employees Retirement System Sacramento, California	$41.5M	+$160K	3	0.06%	Increased
66	PNC Financial Services Group Pittsburgh, Pennsylvania	$38.4M	+$2.54M	3	0.05%	Increased
67	Goldman Sachs New York	$38M	-$11.2M	3	0.01%	Reduced
68	Conestoga Capital Advisors Wayne, Pennsylvania	$37.2M	+$137K	1	2.71%	Increased
69	BOK Financial Tulsa, Oklahoma	$35.9M	+$40.7M	2	1.2%	Increased
70	Charles Schwab San Francisco, California	$35.2M	+$1.3M	3	0.06%	Increased
71	Capital Advisors Inc Tulsa, Oklahoma	$35.1M	-$20.2M	1	7.18%	Reduced
72	Bahl & Gaynor Cincinnati, Ohio	$33.8M	-$514K	1	0.5%	Reduced
73	Guggenheim Capital Chicago, Illinois	$33.3M	+$3.06M	3	0.08%	Increased
74	Russell Frank Company Seattle, Washington	$31.6M	+$4.35M	3	0.06%	Increased
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$31.5M	-$2.17M	1	0.06%	Reduced