← 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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$10.2M +$293K 2 0.1% Increased
152
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.2M +$104K 1 0.08% Increased
153
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.98M +$909K 2 0.05% Increased
154
Lazard Asset Management
Lazard Asset Management
New York
$9.73M -$460K 2 0.02% Reduced
155
ACI
AMP Capital Investors
Australia
$9.59M -$794K 1 0.05% Reduced
156
KTA
Keeley-Teton Advisors
Illinois
$9.21M -$520K 1 0.6% Reduced
157
Raymond James & Associates
Raymond James & Associates
Florida
$9.2M +$5.07M 2 0.02% Increased
158
VOYA Investment Management
VOYA Investment Management
Georgia
$9.1M -$193K 3 0.02% Reduced
159
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$8.9M -$477K 1 0.02% Reduced
160
TCM
Twin Capital Management
Pennsylvania
$8.89M -$3.73M 1 0.46% Reduced
161
CCM
Cerrano Capital Management
New York
$8.86M -$741K 1 1.78% Reduced
162
CCC
Cincinnati Casualty Company
Ohio
$8.84M $0 1 7.91% Maintained
163
Allianz Asset Management
Allianz Asset Management
Germany
$8.82M -$6.3M 2 0.01% Reduced
164
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.54M $0 1 0.12% Maintained
165
RCMC
RK Capital Management (Colorado)
Colorado
$8.45M +$536K 1 1.84% Increased
166
Swiss Life Asset Management
Swiss Life Asset Management
$8.38M +$7.35M 1 0.15% Increased
167
Two Sigma Investments
Two Sigma Investments
New York
$8.31M +$4.11M 2 0.03% Increased
168
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.18M +$1.65M 1 0.02% Increased
169
Panagora Asset Management
Panagora Asset Management
Massachusetts
$8.07M +$7.7M 2 0.03% Increased
170
AMF Tjänstepension
AMF Tjänstepension
Sweden
$8.06M +$407K 1 0.08% Increased
171
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$8.06M +$39.5K 1 0.61% Increased
172
Aviva
Aviva
United Kingdom
$7.78M -$740K 1 0.05% Reduced
173
RAM
RWC Asset Management
United Kingdom
$7.71M -$1.03M 1 0.41% Reduced
174
AIG
American International Group
New York
$7.69M -$318K 3 0.03% Reduced
175
ARMC
American Research & Management Company
Massachusetts
$7.56M -$301K 1 2.48% Reduced