← 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
151
Citigroup
Citigroup
New York
$6M -$863K 4 0.01% Reduced
152
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$5.88M +$46.6K 2 0.1% Increased
153
National Pension Service
National Pension Service
South Korea
$5.87M +$1.2M 1 0.07% Increased
154
WBC
Westpac Banking Corp
Australia
$5.8M +$299K 1 0.06% Increased
155
Canada Life
Canada Life
Manitoba, Canada
$5.72M +$346K 3 0.02% Increased
156
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$5.7M -$226K 3 0.04% Reduced
157
RAM
RWC Asset Management
United Kingdom
$5.59M $0 1 0.44% Maintained
158
Russell Frank Company
Russell Frank Company
Washington
$5.57M -$651K 3 0.01% Reduced
159
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$5.55M +$100K 1 0.02% Increased
160
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.4M +$5.93M 1 0.04% New
161
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$5.33M -$14.4M 2 0.05% Reduced
162
KeyBank National Association
KeyBank National Association
Ohio
$5.26M -$132K 2 0.04% Reduced
163
Commerce Bank
Commerce Bank
Missouri
$5.21M -$552K 1 0.09% Reduced
164
FIM
Frontier Investment Management
Texas
$5.16M +$805K 1 0.86% Increased
165
CCC
Cincinnati Casualty Company
Ohio
$5.15M $0 1 6.57% Maintained
166
Comerica Bank
Comerica Bank
Texas
$5.13M -$5.03M 2 0.05% Reduced
167
ARMC
American Research & Management Company
Massachusetts
$5.11M +$78.4K 1 2.23% Increased
168
LAM
Lingohr Asset Management
Germany
$5.07M +$2M 1 2.39% Increased
169
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$5.05M -$234K 1 0.03% Reduced
170
Federated Hermes
Federated Hermes
Pennsylvania
$4.99M +$638K 1 0.02% Increased
171
TD Asset Management
TD Asset Management
Ontario, Canada
$4.89M -$45.6K 2 0.01% Reduced
172
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4.87M +$194K 2 0.11% Increased
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.84M +$314K 3 0.01% Increased
174
USAA
United Services Automobile Association
Texas
$4.68M -$422K 2 0.02% Reduced
175
Aperio Group
Aperio Group
California
$4.68M +$777K 2 0.05% Increased