← 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	Chevy Chase Trust Bethesda, Maryland	$12.2M	-$1.06M	1	0.05%	Reduced
152	UBV United Bank (Virginia) Vienna, Virginia	$12.2M	+$175K	1	2.13%	Increased
153	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.2M	-$1.13M	1	0.68%	Reduced
154	Harris Associates Chicago, Illinois	$11.8M	-$32.1K	1	0.03%	Reduced
155	VOYA Investment Management Atlanta, Georgia	$11.7M	-$448K	4	0.03%	Reduced
156	Squarepoint New York	$11.5M	+$5.34M	3	0.15%	Increased
157	Sit Investment Associates Minneapolis, Minnesota	$11.4M	-$583K	1	0.34%	Reduced
158	Baird Financial Group Milwaukee, Wisconsin	$11.4M	-$75.9K	2	0.04%	Reduced
159	Cubist Systematic Strategies Stamford, Connecticut	$11.4M	+$2.61M	4	0.17%	Increased
160	SEI Investments Oaks, Pennsylvania	$11.4M	+$1.93M	3	0.03%	Increased
161	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.3M	+$1.96M	1	0.1%	Increased
162	AAIM Asset Advisors Investment Management Augusta, Georgia	$11.2M	-$51.7K	1	1.69%	Reduced
163	Fifth Third Bancorp Cincinnati, Ohio	$11.2M	+$6.04M	3	0.06%	Increased
164	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$11M	-$582K	1	0.9%	Reduced
165	Gotham Asset Management New York	$10.9M	-$3.6M	2	0.35%	Reduced
166	Putnam Investments Boston, Massachusetts	$10.6M	+$917K	2	0.02%	Increased
167	APG Asset Management Amsterdam, Netherlands	$10.3M	-$10.6M	1	0.02%	Reduced
168	Raymond James Financial Services Advisors St. Petersburg, Florida	$10.3M	+$303K	2	0.03%	Increased
169	Nisa Investment Advisors St. Louis, Missouri	$10.2M	+$679K	4	0.08%	Increased
170	LSV Asset Management Chicago, Illinois	$9.93M	+$204K	2	0.02%	Increased
171	CCC Cincinnati Casualty Company Fairfield, Ohio	$9.75M	$0	1	7.61%	Maintained
172	NPPM North Point Portfolio Managers Orange Village, Ohio	$9.72M	-$186K	1	1.65%	Reduced
173	State of Alaska Department of Revenue Juneau, Alaska	$9.69M	+$877K	3	0.12%	Increased
174	BNP Paribas Financial Markets Paris, France	$9.68M	-$15.2M	4	0.01%	Reduced
175	Teacher Retirement System of Texas Austin, Texas	$9.66M	-$8.64M	2	0.06%	Reduced