← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$58.4M +$4.75M 3 0.05% Increased
77
UBS Group
UBS Group
Switzerland
$57.7M -$7.29M 4 0.02% Reduced
78
Artisan Partners
Artisan Partners
Wisconsin
$57.6M -$13M 1 0.1% Reduced
79
Artemis Investment Management
Artemis Investment Management
United Kingdom
$56.8M +$10.4M 1 0.79% Increased
80
Wasatch Advisors
Wasatch Advisors
Utah
$55.5M -$55K 1 0.35% Reduced
81
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$52.5M -$886K 1 0.04% Reduced
82
AQR Capital Management
AQR Capital Management
Connecticut
$51.9M -$12.7M 4 0.11% Reduced
83
Russell Investments Group
Russell Investments Group
United Kingdom
$51.7M +$18.4M 4 0.1% Increased
84
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$51.6M -$1.12M 4 0.16% Reduced
85
TAM
Thematics Asset Management
France
$51.5M -$5.39M 1 2.53% Reduced
86
Cincinnati Insurance
Cincinnati Insurance
Ohio
$51.4M $0 1 1.02% Maintained
87
Barclays
Barclays
United Kingdom
$51.4M -$1.79M 4 0.03% Reduced
88
Millennium Management
Millennium Management
New York
$47.7M -$34.2M 4 0.02% Reduced
89
Raymond James & Associates
Raymond James & Associates
Florida
$46.9M -$4.95M 4 0.04% Reduced
90
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$46.6M +$21.4M 2 0.22% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$46.4M -$3.46M 4 0.07% Reduced
92
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$46.1M +$4.15M 4 0.07% Increased
93
STRS Ohio
STRS Ohio
Ohio
$45.5M -$1.58M 4 0.2% Reduced
94
Primecap Management
Primecap Management
California
$45.5M -$53.9K 1 0.04% Reduced
95
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$45.2M +$1.85M 1 3.01% Increased
96
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$43.8M +$6.22M 1 0.13% Increased
97
Rockefeller Capital Management
Rockefeller Capital Management
New York
$43.2M -$1.16M 3 0.17% Reduced
98
EARNEST Partners
EARNEST Partners
Georgia
$42.4M +$11.6M 2 0.24% Increased
99
Eventide Asset Management
Eventide Asset Management
Massachusetts
$41.8M -$787K 1 0.75% Reduced
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.7M -$1.41M 4 0.03% Reduced