← 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
Charles Schwab
Charles Schwab
California
$34.1M +$1.58M 3 0.05% Increased
52
FAS
Formuepleje A/S
Denmark
$33.9M +$1.32M 1 3.85% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$33.4M -$731K 3 0.04% Reduced
54
PGGM Investments
PGGM Investments
Netherlands
$32.5M -$150K 1 0.17% Reduced
55
Viking Global Investors
Viking Global Investors
Connecticut
$32.3M +$33M 1 0.12% New
56
Winton Group
Winton Group
United Kingdom
$31.6M +$17.4M 1 0.28% Increased
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$29.8M -$1.8M 3 0.04% Reduced
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.8M -$13.2M 1 0.1% Reduced
59
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$28.6M +$29.3M 1 0.11% New
60
CIM
Calvert Investment Management
Maryland
$28.1M +$9.17M 1 1.28% Increased
61
GE
General Electric
Ohio
$28.1M +$1.57M 1 0.14% Increased
62
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$27.9M -$13.3M 1 0.98% Reduced
63
Guggenheim Capital
Guggenheim Capital
Illinois
$27.7M -$268K 2 0.08% Reduced
64
UBS AM
UBS AM
Illinois
$27.7M -$5.84M 3 0.03% Reduced
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.5M +$22.6M 3 0.02% Increased
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$26M +$3.94M 3 0.04% Increased
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$25.9M -$51.4K 1 0.05% Reduced
68
London Company of Virginia
London Company of Virginia
Virginia
$25.1M +$877K 1 0.22% Increased
69
Eaton Vance Management
Eaton Vance Management
Massachusetts
$25M $0 1 0.07% Maintained
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$24.1M +$331K 3 0.04% Increased
71
Gotham Asset Management
Gotham Asset Management
New York
$24.1M -$18.7M 1 0.26% Reduced
72
AIM
Allen Investment Management
New York
$23.6M -$137K 1 1.97% Reduced
73
AQR Capital Management
AQR Capital Management
Connecticut
$23.4M +$10.5M 3 0.04% Increased
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$23.2M -$808K 3 0.03% Reduced
75
Royce & Associates
Royce & Associates
New York
$23M -$11.2M 2 0.14% Reduced