← 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
ProShare Advisors
ProShare Advisors
Maryland
$34.2M +$10.2M 1 0.47% Increased
52
Goldman Sachs
Goldman Sachs
New York
$33.9M +$10.8M 3 0.01% Increased
53
PGGM Investments
PGGM Investments
Netherlands
$33.8M -$281K 1 0.18% Reduced
54
BlackRock Investment Management
BlackRock Investment Management
Delaware
$32.1M -$49.3K 3 0.04% Reduced
55
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.9M +$4.48M 1 0.06% Increased
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.8M +$588K 1 0.12% Increased
57
GE
General Electric
Ohio
$29.4M $0 1 0.15% Maintained
58
UBS AM
UBS AM
Illinois
$29M -$122K 3 0.03% Reduced
59
Guggenheim Capital
Guggenheim Capital
Illinois
$27.9M -$1.24M 2 0.09% Reduced
60
Swiss National Bank
Swiss National Bank
Switzerland
$27.5M +$7.52M 3 0.05% Increased
61
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$27.3M -$326K 3 0.04% Reduced
62
Eaton Vance Management
Eaton Vance Management
Massachusetts
$26.2M -$5.82K 1 0.08% Reduced
63
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$26.1M +$24.4M 1 0.08% New
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.1M +$2.99M 3 0.06% Increased
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$25.6M +$34.4K 3 0.04% Increased
66
London Company of Virginia
London Company of Virginia
Virginia
$25.1M -$1.07M 1 0.21% Reduced
67
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$24.6M -$5.07M 1 0.09% Reduced
68
Tocqueville Asset Management
Tocqueville Asset Management
New York
$24.3M -$11.5M 1 0.32% Reduced
69
Wellington Management Group
Wellington Management Group
Massachusetts
$23.9M -$28.4M 2 0.01% Reduced
70
Cincinnati Insurance
Cincinnati Insurance
Ohio
$23.7M $0 1 0.83% Maintained
71
ACM
Atlanta Capital Management
Georgia
$23.4M -$538K 1 0.17% Reduced
72
AIM
Allen Investment Management
New York
$23.2M -$1.45M 1 1.82% Reduced
73
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$23M -$1.27M 3 0.03% Reduced
74
CIM
Calvert Investment Management
Maryland
$22.5M -$6.49M 1 0.99% Reduced
75
Principal Financial Group
Principal Financial Group
Iowa
$22.2M -$73.8K 2 0.03% Reduced