← 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	GAMCO Investors Greenwich, Connecticut	$139M	-$30M	1	1.51%	Reduced
52	Envestnet Asset Management Chicago, Illinois	$137M	+$7.45M	4	0.05%	Increased
53	Deutsche Bank Frankfurt Am Main Ge, Germany	$135M	+$14.6M	4	0.06%	Increased
54	Vaughan Nelson Investment Management Houston, Texas	$135M	+$45.3M	2	1.24%	Increased
55	Clark Capital Management Group Philadelphia, Pennsylvania	$130M	+$2.17M	1	0.95%	Increased
56	Swiss National Bank Zurich, Switzerland	$120M	-$2.33M	4	0.08%	Reduced
57	Fiduciary Management Inc Milwaukee, Wisconsin	$118M	-$21.5M	1	1.1%	Reduced
58	Wasatch Advisors Salt Lake City, Utah	$117M	+$26.2M	1	0.63%	Increased
59	Brown Advisory Baltimore, Maryland	$117M	-$20.8M	2	0.15%	Reduced
60	RhumbLine Advisers Boston, Massachusetts	$112M	-$753K	5	0.1%	Reduced
61	UBS Group Zurich, Switzerland	$112M	+$9.83M	5	0.03%	Increased
62	CET Clean Energy Transition London, United Kingdom	$110M	-$60.5M	1	5.99%	Reduced
63	Royal Bank of Canada Toronto, Ontario, Canada	$109M	-$427K	5	0.02%	Reduced
64	Jane Street New York	$107M	+$71.5M	4	0.02%	Increased
65	Williams Jones Wealth Management New York	$101M	-$5.89M	1	1.26%	Reduced
66	Johnson Investment Counsel Cincinnati, Ohio	$92.3M	-$3.06M	3	0.97%	Reduced
67	First Trust Advisors Wheaton, Illinois	$91.5M	+$5.8M	4	0.09%	Increased
68	Schroder Investment Management Group London, United Kingdom	$90M	+$10.2M	2	0.1%	Increased
69	Zurich Cantonal Bank Zurich, Switzerland	$89.1M	+$35.9M	4	0.29%	Increased
70	Lord, Abbett & Co Jersey City, New Jersey	$88.5M	-$23.3M	3	0.29%	Reduced
71	Artisan Partners Milwaukee, Wisconsin	$85.2M	+$8.24M	2	0.13%	Increased
72	M&T Bank Buffalo, New York	$84.6M	+$11.6M	3	0.29%	Increased
73	California Public Employees Retirement System Sacramento, California	$78.3M	-$668K	3	0.06%	Reduced
74	Amundi Paris, France	$77.9M	-$39.4M	3	0.03%	Reduced
75	Ariel Investments Chicago, Illinois	$76.1M	-$31.7M	1	0.82%	Reduced