← 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
201	LI Lafayette Investments Ashton, Maryland	$4.29M	-$3.19K	1	1.59%	Reduced
202	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.18M	-$345K	1	0.29%	Reduced
203	Allianz Asset Management Munich, Germany	$4.13M	+$796K	1	0%	Increased
204	SAM Scopus Asset Management New York	$4.13M	+$4.05M	1	0.06%	New
205	State of Michigan Retirement System Lansing, Michigan	$4.1M	+$23.7K	1	0.03%	Increased
206	Gotham Asset Management New York	$4.05M	-$9.57M	1	0.05%	Reduced
207	Huntington National Bank Columbus, Ohio	$4.01M	-$104K	2	0.07%	Reduced
208	TA Teton Advisors Rye, New York	$3.98M	+$1.62M	1	0.39%	Increased
209	EULAV Asset Management Sarasota, Florida	$3.94M	+$537K	1	0.2%	Increased
210	Gulf International Bank (UK) London, United Kingdom	$3.93M	+$63.1K	1	0.06%	Increased
211	Baird Financial Group Milwaukee, Wisconsin	$3.92M	-$3.66M	2	0.03%	Reduced
212	KIC Keating Investment Counselors Delray Beach, Florida	$3.91M	-$1.04M	1	1.74%	Reduced
213	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.84M	+$94.7K	2	0.03%	Increased
214	Arizona State Retirement System Phoenix, Arizona	$3.82M	+$14.7K	2	0.05%	Increased
215	TIAA CREF Trust St Louis, Missouri	$3.66M	+$329K	1	0.03%	Increased
216	CC Cannell & Co New York	$3.65M	-$122K	1	0.13%	Reduced
217	KBC Group Brussels, Belgium	$3.64M	+$2.27M	1	0.03%	Increased
218	RHFI Reilly Herbert Faulkner III	$3.58M	+$133K	1	2.3%	Increased
219	OC Oarsman Capital Milwaukee, Wisconsin	$3.38M	+$2.19M	1	1.57%	Increased
220	1832 Asset Management Toronto, Ontario, Canada	$3.35M	$0	1	0.01%	Maintained
221	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$3.32M	-$213K	2	0.04%	Reduced
222	DIA Dean Investment Associates Beavercreek, Ohio	$3.3M	-$1.23M	1	0.55%	Reduced
223	Eagle Asset Management St Petersburg, Florida	$3.2M	+$384K	1	0.02%	Increased
224	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$3.17M	+$1.98M	1	0.89%	Increased
225	SG Americas Securities New York	$3.14M	-$4.55M	1	0.03%	Reduced