← 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
FAS
Formuepleje A/S
Denmark
$53.7M -$3.98M 1 2.33% Reduced
77
STRS Ohio
STRS Ohio
Ohio
$53.5M -$11.8M 3 0.2% Reduced
78
Adage Capital Partners
Adage Capital Partners
Massachusetts
$52.4M -$17.3M 1 0.1% Reduced
79
Robeco Schweiz
Robeco Schweiz
Switzerland
$51.8M +$15.7M 1 0.73% Increased
80
Los Angeles Capital Management
Los Angeles Capital Management
California
$51.4M +$3.44M 3 0.2% Increased
81
Rockefeller Capital Management
Rockefeller Capital Management
New York
$50.9M +$6.18M 3 0.25% Increased
82
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M +$4.9M 5 0.03% Increased
83
Amundi
Amundi
France
$50.2M -$9.46M 2 0.03% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$48.9M -$3.35M 4 0.06% Reduced
85
Russell Investments Group
Russell Investments Group
United Kingdom
$48.3M -$1.93M 4 0.08% Reduced
86
APG Asset Management
APG Asset Management
Netherlands
$47.4M -$3.66M 1 0.09% Reduced
87
Wasatch Advisors
Wasatch Advisors
Utah
$46.5M -$419K 1 0.23% Reduced
88
M&T Bank
M&T Bank
New York
$44.4M +$3.73M 3 0.2% Increased
89
Raymond James & Associates
Raymond James & Associates
Florida
$44.2M -$28K 3 0.04% Reduced
90
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$43.8M +$1.46M 4 0.05% Increased
91
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$43.7M +$982K 1 3.25% Increased
92
Woodline Partners
Woodline Partners
California
$43.4M +$10.1M 2 0.7% Increased
93
US Bancorp
US Bancorp
Minnesota
$43.3M -$315K 4 0.07% Reduced
94
GF
Greenhouse Funds
Maryland
$41.1M +$1.48M 1 4.15% Increased
95
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40.9M -$1.49M 5 0.04% Reduced
96
First Trust Advisors
First Trust Advisors
Illinois
$40M +$7.02M 3 0.04% Increased
97
SEI Investments
SEI Investments
Pennsylvania
$39.2M +$2.68M 3 0.08% Increased
98
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$39.1M +$247K 3 0.08% Increased
99
Renaissance Technologies
Renaissance Technologies
New York
$38.8M +$22.4M 4 0.05% Increased
100
Brown Advisory
Brown Advisory
Maryland
$38.6M -$3.2M 1 0.06% Reduced
2 3
4
5 6