← 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	Arrowstreet Capital Boston, Massachusetts	$37.1M	-$40.4M	1	0.05%	Reduced
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$37M	-$472K	4	0.07%	Reduced
103	Allianz Asset Management Munich, Germany	$35.9M	+$7.27M	2	0.03%	Increased
104	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$34.3M	+$401K	1	0.06%	Increased
105	MTC McDaniel Terry & Co Austin, Texas	$33M	-$115K	1	3.57%	Reduced
106	Royce & Associates New York	$32.9M	-$3.26M	2	0.28%	Reduced
107	Creative Planning Overland Park, Kansas	$32.7M	+$56.3K	3	0.05%	Increased
108	Public Employees Retirement Association of Colorado Denver, Colorado	$31.2M	-$155K	4	0.14%	Reduced
109	Frontier Capital Management Boston, Massachusetts	$31.1M	-$338K	1	0.28%	Reduced
110	Primecap Management Pasadena, California	$30.9M	-$31.5K	1	0.02%	Reduced
111	Storebrand Asset Management Lysaker, Norway	$30.8M	-$6.94M	3	0.15%	Reduced
112	Eventide Asset Management Boston, Massachusetts	$30.7M	+$1.76M	1	0.48%	Increased
113	OP Oslo Pensjonsforsikring Oslo,	$30.3M	-$15M	1	5.78%	Reduced
114	Canada Life Winnipeg, Manitoba, Canada	$29.8M	-$286K	3	0.06%	Reduced
115	GAMCO Investors Greenwich, Connecticut	$29.3M	+$1.69M	1	0.26%	Increased
116	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.9M	-$6.15M	1	1.13%	Reduced
117	Barclays London, United Kingdom	$28.5M	-$7.83M	5	0.02%	Reduced
118	EARNEST Partners Atlanta, Georgia	$28.5M	-$772K	2	0.17%	Reduced
119	ClearBridge Investments New York	$28.3M	$0	1	0.02%	Maintained
120	BOK Financial Tulsa, Oklahoma	$27.8M	-$15.4K	2	0.46%	Reduced
121	Welch & Forbes Boston, Massachusetts	$27.2M	+$583K	1	0.43%	Increased
122	Comerica Bank Dallas, Texas	$27M	+$406K	4	0.2%	Increased
123	EIP Easterly Investment Partners Beverly, Massachusetts	$25.2M	+$3.33M	2	1.91%	Increased
124	Retirement Systems of Alabama Montgomery, Alabama	$24.2M	-$592K	2	0.09%	Reduced
125	SAM Scopus Asset Management New York	$24M	-$7.6M	1	0.59%	Reduced