← 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	PR Payden & Rygel Los Angeles, California	$25.1M	+$24.8M	1	1.49%	New
102	BOK Financial Tulsa, Oklahoma	$25.1M	+$99.8K	2	0.55%	Increased
103	EARNEST Partners Atlanta, Georgia	$24.5M	+$1.83M	1	0.21%	Increased
104	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$24.2M	$0	1	0.06%	Maintained
105	ACM Atlanta Capital Management Atlanta, Georgia	$23.5M	+$229K	1	0.1%	Increased
106	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$22.9M	+$2.18M	4	0.02%	Increased
107	MTC McDaniel Terry & Co Austin, Texas	$22.1M	-$138K	1	3.13%	Reduced
108	SGAM Smith Group Asset Management Dallas, Texas	$22.1M	-$1.07M	1	1.15%	Reduced
109	Creative Planning Overland Park, Kansas	$22M	+$53.6K	2	0.06%	Increased
110	Employees Retirement System of Texas Austin, Texas	$21.9M	+$3.42M	2	0.32%	Increased
111	Schonfeld Strategic Advisors New York	$21.6M	-$3.21M	3	0.41%	Reduced
112	Envestnet Asset Management Chicago, Illinois	$21.6M	+$1.76M	4	0.02%	Increased
113	Beck Mack & Oliver New York	$20.9M	+$174K	1	0.77%	Increased
114	Bank of Montreal Toronto, Ontario, Canada	$20.7M	-$10.5M	4	0.02%	Reduced
115	Barclays London, United Kingdom	$20.6M	+$1.84M	4	0.01%	Increased
116	Citigroup New York	$20.6M	+$2.04M	4	0.01%	Increased
117	River Road Asset Management Louisville, Kentucky	$20.5M	-$14.1M	1	0.34%	Reduced
118	Two Sigma Advisers New York	$19.6M	+$10.4M	3	0.06%	Increased
119	Swiss Life Asset Management Zurich,	$18.7M	+$2.05M	1	0.28%	Increased
120	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$18.7M	-$12.2M	1	0.75%	Reduced
121	SC Sasco Capital Fairfield, Connecticut	$18.7M	+$707K	1	3.21%	Increased
122	Frontier Capital Management Boston, Massachusetts	$18.6M	+$171K	1	0.16%	Increased
123	Crawford Investment Counsel Atlanta, Georgia	$18.4M	+$6.41M	2	0.5%	Increased
124	Federated Hermes Pittsburgh, Pennsylvania	$18.3M	-$316K	3	0.04%	Reduced
125	Welch & Forbes Boston, Massachusetts	$18.1M	+$65.3K	1	0.39%	Increased