← 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
126	SIMC Stillwater Investment Management (California) Palo Alto, California	$12M	+$12.1M	1	3.14%	New
127	British Columbia Investment Management Victoria, British Columbia, Canada	$12M	-$258K	1	0.1%	Reduced
128	Loomis, Sayles & Company Boston, Massachusetts	$11.6M	-$2.82M	1	0.03%	Reduced
129	Comerica Bank Dallas, Texas	$11.5M	+$1.85M	3	0.09%	Increased
130	USAA United Services Automobile Association San Antonio, Texas	$11.4M	-$380K	2	0.03%	Reduced
131	M&T Bank Buffalo, New York	$11.2M	-$667K	1	0.07%	Reduced
132	Chevy Chase Trust Bethesda, Maryland	$11.2M	-$46.1K	1	0.05%	Reduced
133	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.1M	$0	1	0.06%	Maintained
134	NPPM North Point Portfolio Managers Orange Village, Ohio	$11M	-$75K	1	1.92%	Reduced
135	AAC Asset Advisors Corp Augusta, Georgia	$11M	+$88.7K	1	1.98%	Increased
136	Bank of Montreal Toronto, Ontario, Canada	$10.5M	-$3.51M	3	0.01%	Reduced
137	Fidelity Investments Boston, Massachusetts	$10.3M	-$263K	1	0%	Reduced
138	Marshall Wace North America New York	$10.3M	+$3.82M	1	0.08%	Increased
139	Zurich Cantonal Bank Zurich, Switzerland	$10.1M	+$7.23M	3	0.1%	Increased
140	FIM Frontier Investment Management Dallas, Texas	$9.89M	+$71.1K	1	0.93%	Increased
141	American Century Companies Kansas City, Missouri	$9.7M	-$3.23M	1	0.01%	Reduced
142	Aberdeen Asset Management Aberdeen, United Kingdom	$9.69M	-$13K	1	0.03%	Reduced
143	Driehaus Capital Management Chicago, Illinois	$9.57M	+$2.65M	1	0.35%	Increased
144	Squarepoint New York	$9.42M	+$6.8M	1	0.19%	Increased
145	Aperio Group Sausalito, California	$9.4M	+$618K	3	0.06%	Increased
146	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.24M	-$13.6M	2	0.04%	Reduced
147	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.04M	+$9.1M	1	0.53%	New
148	PL Parthenon LLC Louisville, Kentucky	$9.01M	+$37.9K	1	2.14%	Increased
149	RAM RWC Asset Management London, United Kingdom	$8.45M	-$3.65M	1	0.49%	Reduced
150	KB Kimelman & Baird New York	$8.09M	$0	1	1.23%	Maintained