← 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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$37.4M -$992K 4 0.07% Reduced
102
Brown Advisory
Brown Advisory
Maryland
$36.7M -$440K 1 0.05% Reduced
103
National Pension Service
National Pension Service
South Korea
$36.3M -$379K 1 0.07% Reduced
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$36.2M -$432K 3 0.08% Reduced
105
Axa
Axa
France
$35.5M -$11.8M 1 0.1% Reduced
106
BOK Financial
BOK Financial
Oklahoma
$35M +$35.1M 2 0.6% New
107
GAMCO Investors
GAMCO Investors
Connecticut
$34.4M +$4.36M 1 0.3% Increased
108
Renaissance Technologies
Renaissance Technologies
New York
$34.4M +$18.5M 4 0.04% Increased
109
Robeco Schweiz
Robeco Schweiz
Switzerland
$34.3M +$2.41M 1 0.4% Increased
110
SEI Investments
SEI Investments
Pennsylvania
$33.5M +$9.3M 3 0.07% Increased
111
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.3M -$1.76M 1 1.14% Reduced
112
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$33.1M -$364K 1 0.68% Reduced
113
SC
Sasco Capital
Connecticut
$32.7M -$6.31M 1 3.99% Reduced
114
MTC
McDaniel Terry & Co
Texas
$32.3M +$69.6K 1 3.77% Increased
115
SAM
Scopus Asset Management
New York
$32.2M +$3.72M 2 0.55% Increased
116
Creative Planning
Creative Planning
Kansas
$32M +$133K 2 0.06% Increased
117
Citadel Advisors
Citadel Advisors
Florida
$31.7M -$164M 5 0.01% Reduced
118
Comerica Bank
Comerica Bank
Texas
$30.6M -$1.17M 4 0.18% Reduced
119
GF
Greenhouse Funds
Maryland
$29.9M +$6.85M 1 3.02% Increased
120
EARNEST Partners
EARNEST Partners
Georgia
$29.6M -$3.21M 2 0.18% Reduced
121
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$29.5M -$897K 4 0.13% Reduced
122
HSBC Holdings
HSBC Holdings
United Kingdom
$29.1M +$750K 3 0.03% Increased
123
Federated Hermes
Federated Hermes
Pennsylvania
$28.8M -$227K 3 0.05% Reduced
124
Primecap Management
Primecap Management
California
$28.7M $0 1 0.02% Maintained
125
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.1M +$1.49M 3 0.13% Increased