← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.8M +$6.75M 2 0.07% Increased
77
US Bancorp
US Bancorp
Minnesota
$38M +$1.04M 3 0.11% Increased
78
Cincinnati Insurance
Cincinnati Insurance
Ohio
$37M $0 1 0.99% Maintained
79
Citigroup
Citigroup
New York
$36.3M +$24.5M 4 0.03% Increased
80
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.3M +$14.8M 4 0.04% Increased
81
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$35.1M -$46.1K 1 3.54% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$34.7M -$221K 4 0.07% Reduced
83
Primecap Management
Primecap Management
California
$34.5M $0 1 0.03% Maintained
84
Pzena Investment Management
Pzena Investment Management
New York
$33.4M -$69.7M 1 0.18% Reduced
85
Raymond James & Associates
Raymond James & Associates
Florida
$32.7M +$4M 3 0.05% Increased
86
KBC Group
KBC Group
Belgium
$31.6M -$8.14M 3 0.24% Reduced
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$30.9M +$5.1M 1 0.02% Increased
88
Rockefeller Capital Management
Rockefeller Capital Management
New York
$30.4M -$214K 3 0.42% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.9M -$398K 4 0.08% Reduced
90
SGAM
Smith Group Asset Management
Texas
$29.4M -$2.67M 1 0.99% Reduced
91
ClearBridge Investments
ClearBridge Investments
New York
$29.3M -$6.51M 2 0.03% Reduced
92
SC
Sasco Capital
Connecticut
$28.8M +$29.3M 1 2.73% Increased
93
First Eagle Investment Management
First Eagle Investment Management
New York
$28.5M -$6.54M 1 0.08% Reduced
94
Beck Mack & Oliver
Beck Mack & Oliver
New York
$28.5M -$6.22M 1 1% Reduced
95
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.4M +$13.1M 3 0.15% Increased
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.2M -$994K 3 0.07% Reduced
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.1M -$1.91M 4 0.03% Reduced
98
Barclays
Barclays
United Kingdom
$26.1M -$811K 4 0.02% Reduced
99
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.3M -$941K 4 0.05% Reduced
100
Harris Associates
Harris Associates
Illinois
$23.7M -$3.3M 1 0.04% Reduced
2 3
4
5 6