← 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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$126M -$21.8M 1 0.94% Reduced
52
Swiss National Bank
Swiss National Bank
Switzerland
$120M -$2.92M 4 0.08% Reduced
53
American Century Companies
American Century Companies
Missouri
$120M +$22.4M 4 0.08% Increased
54
Deutsche Bank
Deutsche Bank
Germany
$118M -$13.9M 4 0.06% Reduced
55
Driehaus Capital Management
Driehaus Capital Management
Illinois
$116M +$431K 3 1.16% Increased
56
Close Asset Management
Close Asset Management
United Kingdom
$113M -$105K 1 4.12% Reduced
57
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$112M +$11.6M 3 0.36% Increased
58
Amundi
Amundi
France
$111M -$1.42M 3 0.05% Reduced
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$111M -$1.21M 5 0.11% Reduced
60
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$108M -$6.19M 5 0.02% Reduced
61
Ariel Investments
Ariel Investments
Illinois
$106M -$27.9M 1 1.04% Reduced
62
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$105M +$123K 2 1.34% Increased
63
AMF Tjänstepension
AMF Tjänstepension
Sweden
$100M +$12.8M 1 0.76% Increased
64
UBS Group
UBS Group
Switzerland
$100M +$9.23M 6 0.02% Increased
65
Millennium Management
Millennium Management
New York
$99.2M +$61.8M 3 0.04% Increased
66
VOYA Investment Management
VOYA Investment Management
Georgia
$98.7M +$17.5M 4 0.1% Increased
67
Two Sigma Advisers
Two Sigma Advisers
New York
$96.9M +$16.7M 3 0.22% Increased
68
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$93.8M -$7.36M 3 1.02% Reduced
69
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$93.5M -$52.2M 3 1.75% Reduced
70
Credit Suisse
Credit Suisse
Switzerland
$92.7M -$11.4M 4 0.09% Reduced
71
Barclays
Barclays
United Kingdom
$90.8M +$1.71M 4 0.03% Increased
72
Wasatch Advisors
Wasatch Advisors
Utah
$89.9M -$370K 1 0.47% Reduced
73
Commerce Bank
Commerce Bank
Missouri
$86.7M +$2.21M 2 0.57% Increased
74
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$86M +$27.3M 2 0.75% Increased
75
First Trust Advisors
First Trust Advisors
Illinois
$84.4M +$5.28M 4 0.09% Increased