← 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
AllianceBernstein
AllianceBernstein
Tennessee
$188M -$16.7M 5 0.06% Reduced
52
Boston Partners
Boston Partners
Massachusetts
$185M -$10.8M 2 0.19% Reduced
53
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$180M -$14.6M 3 1.47% Reduced
54
Robeco Schweiz
Robeco Schweiz
Switzerland
$175M -$408K 2 3.92% Reduced
55
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$169M -$17.7M 2 1.04% Reduced
56
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$169M +$13.4M 3 1.06% Increased
57
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$165M $0 1 3.22% Maintained
58
Point72 Asset Management
Point72 Asset Management
Connecticut
$164M +$65.3M 2 0.18% Increased
59
American Century Companies
American Century Companies
Missouri
$163M -$18.9M 4 0.08% Reduced
60
William Blair & Company
William Blair & Company
Illinois
$161M -$10.1M 4 0.43% Reduced
61
Capital World Investors
Capital World Investors
California
$158M -$16.3M 2 0.02% Reduced
62
Corient Private Wealth
Corient Private Wealth
Florida
$157M -$9.55M 4 0.21% Reduced
63
CET
Clean Energy Transition
United Kingdom
$157M -$27.2M 2 13.1% Reduced
64
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$151M +$141M 1 0.78% New
65
Raymond James Financial
Raymond James Financial
Florida
$145M +$22.2M 5 0.05% Increased
66
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$144M -$113M 3 0.15% Reduced
67
Geneva Capital Management
Geneva Capital Management
Wisconsin
$141M -$16M 1 2.65% Reduced
68
Artemis Investment Management
Artemis Investment Management
United Kingdom
$138M +$25.7M 1 1.67% Increased
69
Federated Hermes
Federated Hermes
Pennsylvania
$136M +$699K 3 0.23% Increased
70
Merewether Investment Management
Merewether Investment Management
Texas
$136M -$37.8M 1 3.13% Reduced
71
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$136M +$7.61M 1 0.46% Increased
72
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$135M +$7.82M 1 2.28% Increased
73
Swiss National Bank
Swiss National Bank
Switzerland
$130M -$2.38M 5 0.08% Reduced
74
Brown Advisory
Brown Advisory
Maryland
$125M -$35.6M 3 0.18% Reduced
75
Commerce Bank
Commerce Bank
Missouri
$124M -$315K 2 0.68% Reduced