← 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
Barclays
Barclays
United Kingdom
$134M +$18.2M 5 0.03% Increased
77
Reinhart Partners
Reinhart Partners
Wisconsin
$127M -$25.6M 1 4.12% Reduced
78
Envestnet Asset Management
Envestnet Asset Management
Illinois
$124M -$52.6K 4 0.04% Reduced
79
Swiss National Bank
Swiss National Bank
Switzerland
$124M -$2.81M 4 0.07% Reduced
80
SEI Investments
SEI Investments
Pennsylvania
$123M +$6.27M 5 0.13% Increased
81
Raymond James Financial
Raymond James Financial
Florida
$123M -$4.9M 4 0.04% Reduced
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$120M -$866K 5 0.1% Reduced
83
Commerce Bank
Commerce Bank
Missouri
$119M +$58.8K 2 0.66% Increased
84
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$109M +$61.4M 1 0.15% Increased
85
Artemis Investment Management
Artemis Investment Management
United Kingdom
$109M +$42.2M 1 1.36% Increased
86
Driehaus Capital Management
Driehaus Capital Management
Illinois
$108M +$13.5M 2 0.77% Increased
87
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$103M +$46.5M 2 2.15% Increased
88
Jane Street
Jane Street
New York
$101M +$86.2M 6 0.02% Increased
89
SCM
Spyglass Capital Management
California
$99.9M +$29.2M 1 5.33% Increased
90
VOYA Investment Management
VOYA Investment Management
Georgia
$99.4M +$6.84M 4 0.1% Increased
91
Point72 Asset Management
Point72 Asset Management
Connecticut
$97.4M -$107M 1 0.16% Reduced
92
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$94.9M -$22.5M 4 0.54% Reduced
93
California Public Employees Retirement System
California Public Employees Retirement System
California
$90.6M +$4.88M 4 0.05% Increased
94
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$90.2M +$105K 2 1.03% Increased
95
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$88.9M +$14.8M 5 0.11% Increased
96
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$87.2M -$27M 3 0.17% Reduced
97
PCM
Portolan Capital Management
Massachusetts
$85.6M +$14M 1 4.63% Increased
98
Ariel Investments
Ariel Investments
Illinois
$84.8M -$6.42M 1 0.91% Reduced
99
PM
Pembroke Management
Quebec, Canada
$82.2M +$37.4M 2 8.16% Increased
100
Allianz Asset Management
Allianz Asset Management
Germany
$81M +$26.1M 2 0.09% Increased
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