← 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
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$92.6M +$72.4M 1 3.16% Increased
102
PCM
Portolan Capital Management
Massachusetts
$89.3M -$23.3M 1 4.75% Reduced
103
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$89.1M -$15.3M 3 0.26% Reduced
104
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$88M +$6.56M 6 0.09% Increased
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$87.8M +$56.1M 4 0.05% Increased
106
Allspring Global Investments
Allspring Global Investments
North Carolina
$87.5M +$2.38M 4 0.15% Increased
107
Vest Financial
Vest Financial
Virginia
$87M -$5.8M 1 1.04% Reduced
108
Allianz Asset Management
Allianz Asset Management
Germany
$86.1M -$1.27M 2 0.09% Reduced
109
Gotham Asset Management
Gotham Asset Management
New York
$84.9M +$3.39M 3 0.26% Increased
110
Victory Capital Management
Victory Capital Management
Texas
$83.5M +$32M 4 0.05% Increased
111
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$82.8M -$2.18M 2 1.41% Reduced
112
M&T Bank
M&T Bank
New York
$82.8M -$1.93M 4 0.27% Reduced
113
Vanguard Asset Management
Vanguard Asset Management
$82.2M +$82M 4 0.07% New
114
Emerald Advisers
Emerald Advisers
Pennsylvania
$81.9M -$2.22M 1 2.59% Reduced
115
Granahan Investment Management
Granahan Investment Management
Massachusetts
$81.8M +$9.62M 1 3.96% Increased
116
EARNEST Partners
EARNEST Partners
Georgia
$81.1M -$2.45M 1 0.33% Reduced
117
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$79.3M -$13.2M 1 2.58% Reduced
118
Nordea Investment Management
Nordea Investment Management
Sweden
$78.2M +$27.2M 2 0.07% Increased
119
Cincinnati Insurance
Cincinnati Insurance
Ohio
$76.9M $0 1 1.16% Maintained
120
Two Sigma Investments
Two Sigma Investments
New York
$76.8M -$7.86M 4 0.06% Reduced
121
Russell Investments Group
Russell Investments Group
United Kingdom
$76.8M +$940K 6 0.08% Increased
122
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$76.8M +$77.6M 5 0.04% New
123
Blackstone Inc
Blackstone Inc
New York
$76.3M +$3.97M 1 0.24% Increased
124
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$76.1M -$1.23M 2 0.7% Reduced
125
Citigroup
Citigroup
New York
$75.4M +$30.4M 7 0.03% Increased