← 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
76	Susquehanna International Group Bala Cynwyd, Pennsylvania	$168M	+$86.2M	6	0.01%	Increased
77	Point72 Asset Management Stamford, Connecticut	$161M	-$51.4M	3	0.18%	Reduced
78	HRT Financial New York	$159M	+$126M	4	0.29%	Increased
79	Bank of Montreal Toronto, Ontario, Canada	$154M	+$44.8M	4	0.05%	Increased
80	Jupiter Topco New York	$153M	+$150M	4	0.06%	New
81	Geneva Capital Management Milwaukee, Wisconsin	$152M	-$61M	1	3.49%	Reduced
82	Reinhart Partners Mequon, Wisconsin	$148M	-$12M	1	3.39%	Reduced
83	California Public Employees Retirement System Sacramento, California	$147M	+$6.32M	4	0.08%	Increased
84	American Century Companies Kansas City, Missouri	$142M	-$38.2M	4	0.06%	Reduced
85	BNP Paribas Financial Markets Paris, France	$139M	+$5.47M	6	0.05%	Increased
86	Citigroup New York	$138M	+$44.8M	7	0.05%	Increased
87	GAMCO Investors Greenwich, Connecticut	$132M	-$16.8M	2	1.18%	Reduced
88	SEI Investments Oaks, Pennsylvania	$132M	-$20.3M	4	0.12%	Reduced
89	Copeland Capital Management Conshohocken, Pennsylvania	$130M	-$15.5M	2	2.66%	Reduced
90	Tidal Investments Milwaukee, Wisconsin	$129M	+$35.7M	4	0.22%	Increased
91	Conestoga Capital Advisors Wayne, Pennsylvania	$129M	-$29.8M	1	2.8%	Reduced
92	Driehaus Capital Management Chicago, Illinois	$128M	-$1.44M	2	0.74%	Reduced
93	Brown Advisory Baltimore, Maryland	$127M	-$17.7M	3	0.2%	Reduced
94	BNP Paribas Asset Management Paris, France	$126M	-$44.2M	4	0.13%	Reduced
95	TCIM TOMS Capital Investment Management New York	$124M	+$114M	1	2.66%	New
96	LPL Financial San Diego, California	$124M	+$8.24M	5	0.03%	Increased
97	BWC Blue Whale Capital London, United Kingdom	$124M	+$122M	1	3.93%	New
98	Allspring Global Investments Charlotte, North Carolina	$121M	+$22.6M	4	0.19%	Increased
99	Gotham Asset Management New York	$121M	+$5.43M	4	0.28%	Increased
100	Bessemer Group Woodbridge, New Jersey	$120M	+$67.2M	4	0.16%	Increased