← 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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$42.5M -$12.1M 1 0.7% Reduced
77
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$40.8M +$5.24M 1 2.74% Increased
78
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.3M -$8.48M 1 0.09% Reduced
79
Charles Schwab
Charles Schwab
California
$39M +$1.61M 3 0.07% Increased
80
Eaton Vance Management
Eaton Vance Management
Massachusetts
$37.7M +$1.39M 1 0.11% Increased
81
Foresters Investment Management
Foresters Investment Management
New York
$36.2M +$1.84M 1 0.78% Increased
82
ARC
Absolute Return Capital
Massachusetts
$36.2M +$6.16M 1 0.4% Increased
83
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$35.8M -$5.08M 2 0.42% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$35.7M -$1.09M 2 0.09% Reduced
85
SFM
Systematic Financial Management
New Jersey
$35.2M -$59.4M 1 0.26% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$35M +$2.33M 1 0.09% Increased
87
BlackRock Advisors
BlackRock Advisors
Delaware
$34.8M +$10.2M 3 0.03% Increased
88
US Bancorp
US Bancorp
Minnesota
$34.7M -$4.37M 2 0.14% Reduced
89
Cincinnati Insurance
Cincinnati Insurance
Ohio
$34.1M $0 1 1.27% Maintained
90
Wedge Capital Management
Wedge Capital Management
North Carolina
$33.2M -$23.1M 2 0.35% Reduced
91
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$32.7M +$814K 3 0.08% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$32.6M +$211K 3 0.09% Increased
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.6M +$1.73M 3 0.02% Increased
94
Nuveen
Nuveen
North Carolina
$30.2M +$986K 1 0.19% Increased
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.9M -$1.2M 3 0.09% Reduced
96
Winton Capital Management
Winton Capital Management
United Kingdom
$29.3M +$8.98M 1 0.26% Increased
97
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.9M +$5.07M 3 0.61% Increased
98
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9M -$9.76M 3 0.05% Reduced
99
WCMNY
Westchester Capital Management (New York)
New York
$28.7M -$22.7M 1 0.43% Reduced
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.7M -$1.53M 3 0.08% Reduced