← 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
Deutsche Bank
Deutsche Bank
Germany
$68.2M +$497K 4 0.04% Increased
52
Amundi
Amundi
France
$67.8M +$16.5M 3 0.04% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$67.7M -$4.66M 4 0.08% Reduced
54
Janus Henderson Group
Janus Henderson Group
$64.6M -$823K 3 0.05% Reduced
55
Citadel Advisors
Citadel Advisors
Florida
$60.3M +$27.4M 4 0.01% Increased
56
Geneva Capital Management
Geneva Capital Management
Wisconsin
$60M +$2.59M 1 1.39% Increased
57
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$59.6M $0 1 1.85% Maintained
58
AQR Capital Management
AQR Capital Management
Connecticut
$59.3M -$25.7M 4 0.14% Reduced
59
Adage Capital Partners
Adage Capital Partners
Massachusetts
$59M -$40.6M 1 0.15% Reduced
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$56.5M +$2.67M 4 0.08% Increased
61
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$55.8M -$856K 2 0.66% Reduced
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$55.8M -$2.37M 1 0.05% Reduced
63
D.E. Shaw & Co
D.E. Shaw & Co
New York
$55.2M +$4.92M 4 0.07% Increased
64
Wedge Capital Management
Wedge Capital Management
North Carolina
$54.9M -$2.27M 2 0.93% Reduced
65
Victory Capital Management
Victory Capital Management
Texas
$54.2M +$24.3M 4 0.06% Increased
66
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$54.1M -$5.91M 2 0.02% Reduced
67
Voloridge Investment Management
Voloridge Investment Management
Florida
$53.8M -$4.19M 1 0.29% Reduced
68
Robeco Schweiz
Robeco Schweiz
Switzerland
$53.5M +$14.5M 1 1.04% Increased
69
Woodline Partners
Woodline Partners
California
$52.9M +$9.21M 2 0.74% Increased
70
Frontier Capital Management
Frontier Capital Management
Massachusetts
$52.1M +$8.05M 1 0.61% Increased
71
California Public Employees Retirement System
California Public Employees Retirement System
California
$51.7M +$10.6M 2 0.05% Increased
72
M&T Bank
M&T Bank
New York
$50M +$1.56M 3 0.22% Increased
73
Two Sigma Investments
Two Sigma Investments
New York
$49.2M +$11.5M 3 0.17% Increased
74
IP
Interval Partners
New York
$47.1M -$7.89M 1 2.08% Reduced
75
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$45.4M +$15M 3 0.38% Increased