← 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
176	Prudential Financial Newark, New Jersey	$22.8M	-$9.74M	4	0.03%	Reduced
177	FMI F/M Investments Washington, District of Columbia	$22.6M	+$21.7M	1	0.82%	New
178	Voloridge Investment Management Jupiter, Florida	$22.6M	+$21.9M	1	0.08%	Increased
179	HC Henshaw Capital Woburn, Massachusetts	$22.4M	$0	1	1.01%	Maintained
180	AEGON Asset Management (UK) Edinburgh, United Kingdom	$22M	+$19.1M	1	0.31%	Increased
181	BNP Paribas Asset Management Paris, France	$22M	-$2.74M	1	0.06%	Reduced
182	Chilton Capital Management Houston, Texas	$21.8M	+$678K	1	0.97%	Increased
183	Crawford Investment Counsel Atlanta, Georgia	$21.8M	-$8.57M	2	0.41%	Reduced
184	TCW Group Los Angeles, California	$21.7M	+$618K	1	0.19%	Increased
185	Congress Wealth Management Boston, Massachusetts	$21.4M	+$1.77M	3	0.34%	Increased
186	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.3M	+$20.4M	1	1.12%	New
187	Two Sigma Investments New York	$21.3M	-$39.4M	3	0.05%	Reduced
188	DG DigitalBridge Group Boca Raton, Florida	$21.3M	+$21.6M	1	1.83%	New
189	Gotham Asset Management New York	$21.2M	+$6.9M	3	0.27%	Increased
190	Man Group London, United Kingdom	$19.8M	+$6.1M	4	0.05%	Increased
191	Cerity Partners New York	$19.8M	+$7.99M	3	0.05%	Increased
192	MetLife Investment Management Whippany, New Jersey	$19.7M	+$1.1M	4	0.12%	Increased
193	PL Parthenon LLC Louisville, Kentucky	$19.6M	-$253K	1	2.49%	Reduced
194	NPIC Neumeier Poma Investment Counsel Carmel, California	$19.6M	-$11.5M	1	1.8%	Reduced
195	Wedge Capital Management Charlotte, North Carolina	$19.6M	-$10.8M	1	0.35%	Reduced
196	Polar Capital Holdings London, United Kingdom	$19.5M	+$2.07M	1	0.11%	Increased
197	Ensign Peak Advisors Salt Lake City, Utah	$19.4M	+$170K	4	0.04%	Increased
198	BAMCO Inc New York	$19.1M	$0	1	0.05%	Maintained
199	Treasurer of the State of North Carolina Raleigh, North Carolina	$18.9M	+$1.83M	3	0.08%	Increased
200	Beck Mack & Oliver New York	$18.9M	-$1.3M	1	0.39%	Reduced