← 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
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.1M -$142M 1 0.22% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$31.7M +$1.66M 3 0.04% Increased
53
UBS AM
UBS AM
Illinois
$31.1M -$4.39M 3 0.03% Reduced
54
PGGM Investments
PGGM Investments
Netherlands
$30.4M +$3.76M 1 0.16% Increased
55
FAS
Formuepleje A/S
Denmark
$30.4M +$9.04M 1 3.71% Increased
56
Charles Schwab
Charles Schwab
California
$29.9M -$338K 3 0.04% Reduced
57
Morgan Stanley
Morgan Stanley
New York
$29.8M -$21.1M 3 0.01% Reduced
58
Royce & Associates
Royce & Associates
New York
$29.2M -$3.81M 2 0.15% Reduced
59
BlackRock Investment Management
BlackRock Investment Management
Delaware
$29M -$1.13M 3 0.04% Reduced
60
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$27.9M +$5.91M 3 0.02% Increased
61
Guggenheim Capital
Guggenheim Capital
Illinois
$26M -$1.26M 1 0.08% Reduced
62
GE
General Electric
Ohio
$24.7M +$913K 1 0.06% Increased
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$24.1M +$159K 1 0.05% Increased
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
$23.3M +$1.92M 1 0.07% Increased
65
London Company of Virginia
London Company of Virginia
Virginia
$22.6M +$24.7M 1 0.21% New
66
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$22.3M -$1.12M 3 0.03% Reduced
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$22.1M -$2.53M 3 0.03% Reduced
68
AIM
Allen Investment Management
New York
$22.1M -$1.12M 1 2.12% Reduced
69
Cincinnati Insurance
Cincinnati Insurance
Ohio
$21.1M +$972K 1 0.81% Increased
70
First Trust Advisors
First Trust Advisors
Illinois
$20.7M -$4.81M 2 0.06% Reduced
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$20.5M +$889K 3 0.04% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20M +$1.23M 3 0.05% Increased
73
UBS Group
UBS Group
Switzerland
$19.8M -$2.29M 4 0.01% Reduced
74
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$18.6M -$841K 1 0.05% Reduced
75
BlackRock Advisors
BlackRock Advisors
Delaware
$18.4M +$2.91M 3 0.02% Increased