← 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
101	HSBC Holdings London, United Kingdom	$21.8M	+$18.9K	3	0.04%	Increased
102	Brown Advisory Baltimore, Maryland	$21.4M	-$2.04M	2	0.07%	Reduced
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21.3M	+$3.33M	4	0.02%	Increased
104	Panagora Asset Management Boston, Massachusetts	$21.3M	+$14.8M	3	0.08%	Increased
105	Barclays London, United Kingdom	$20.4M	+$2.29M	4	0.02%	Increased
106	Gabelli Funds Rye, New York	$20.3M	+$3.56M	2	0.12%	Increased
107	Parallax Volatility Advisers San Francisco, California	$20.3M	+$21.2M	1	0.03%	Increased
108	Comerica Bank Dallas, Texas	$20.1M	+$2.13M	4	0.14%	Increased
109	Gotham Asset Management New York	$19.9M	-$11.5M	3	0.29%	Reduced
110	Rockefeller Capital Management New York	$19.4M	+$313K	3	0.32%	Increased
111	Loomis, Sayles & Company Boston, Massachusetts	$19.4M	+$20.1M	1	0.04%	New
112	UBS Group Zurich, Switzerland	$19.1M	-$5.49M	5	0.01%	Reduced
113	DCCA D.C. Capital Advisors New York	$18.3M	$0	1	8.33%	Maintained
114	Credit Suisse Zurich, Switzerland	$17.9M	-$202K	4	0.02%	Reduced
115	Retirement Systems of Alabama Montgomery, Alabama	$17.6M	+$11.3M	2	0.09%	Increased
116	LHC Lodge Hill Capital New York	$17.3M	+$18.1M	1	1.33%	New
117	Asset Management One Tokyo, Japan	$17.3M	-$4.13M	1	0.04%	Reduced
118	PCM Penn Capital Management Philadelphia, Pennsylvania	$17.2M	+$6.39M	1	1.28%	Increased
119	AQR Arbitrage Greenwich, Connecticut	$16.9M	+$17.5M	1	0.21%	New
120	EARNEST Partners Atlanta, Georgia	$16.6M	-$4.45M	1	0.16%	Reduced
121	Raymond James & Associates St Petersburg, Florida	$16.5M	+$8.29M	3	0.03%	Increased
122	USAA United Services Automobile Association San Antonio, Texas	$16.4M	+$1.8M	4	0.04%	Increased
123	MTC McDaniel Terry & Co Austin, Texas	$16.2M	-$3.69M	1	2.97%	Reduced
124	Element Capital Management New York	$15.5M	-$2.21M	1	0.41%	Reduced
125	PFM Parsec Financial Management Asheville, North Carolina	$15.1M	-$2.74M	1	1.02%	Reduced