← 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
LPL Financial
LPL Financial
California
$42.9M +$2.47M 4 0.02% Increased
127
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$42.8M +$17.4M 3 0.04% Increased
128
Nomura Asset Management
Nomura Asset Management
Japan
$42.5M -$1.48M 2 0.14% Reduced
129
US Bancorp
US Bancorp
Minnesota
$41.9M -$642K 4 0.06% Reduced
130
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$41.4M -$1.45M 2 0.44% Reduced
131
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$41.4M -$5.54M 4 0.03% Reduced
132
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$41.1M +$18.2M 3 0.27% Increased
133
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$41.1M +$3.55M 4 0.05% Increased
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$41.1M +$1.7M 1 0.14% Increased
135
AQR Capital Management
AQR Capital Management
Connecticut
$40.9M +$13.5M 4 0.06% Increased
136
Natixis Advisors
Natixis Advisors
Massachusetts
$40.8M +$1.9M 3 0.09% Increased
137
Axa
Axa
France
$39.8M +$3.83M 1 0.12% Increased
138
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$39.8M -$55.4M 3 0.71% Reduced
139
Point72 Asset Management
Point72 Asset Management
Connecticut
$39.6M -$34.5M 1 0.1% Reduced
140
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38.9M +$8.86M 4 0.01% Increased
141
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.4M -$1.46M 2 0.05% Reduced
142
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$38.2M +$35.7M 1 0.54% New
143
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.1M -$3.17M 4 0.04% Reduced
144
National Pension Service
National Pension Service
South Korea
$37.9M -$1.45M 1 0.04% Reduced
145
MTC
McDaniel Terry & Co
Texas
$37.6M +$340K 1 3.29% Increased
146
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$37.4M -$5.26M 4 0.02% Reduced
147
Bank of Montreal
Bank of Montreal
Ontario, Canada
$37.4M +$2.59M 4 0.01% Increased
148
Royce & Associates
Royce & Associates
New York
$35.4M -$5.95M 2 0.33% Reduced
149
Federated Hermes
Federated Hermes
Pennsylvania
$35.3M -$6.87M 4 0.08% Reduced
150
Vontobel Holding
Vontobel Holding
Switzerland
$34.5M +$13.5M 2 0.11% Increased