← 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	RHFI Reilly Herbert Faulkner III	$4.31M	+$16.9K	1	2.62%	Increased
202	EULAV Asset Management Sarasota, Florida	$4.28M	$0	1	0.2%	Maintained
203	DCCA D.C. Capital Advisors New York	$4.27M	$0	1	2.82%	Maintained
204	PWM Patriot Wealth Management Houston, Texas	$4.23M	+$3.98M	1	0.69%	New
205	TAM Tiverton Asset Management Wilimington, Delaware	$4.22M	-$521K	1	0.24%	Reduced
206	Fjarde Ap-fonden Stockholm, Sweden	$4.12M	+$583K	1	0.08%	Increased
207	ClearBridge Investments New York	$4.07M	-$2.53M	1	0%	Reduced
208	TIAA FSB Jacksonville, Florida	$4.04M	-$180K	1	0.02%	Reduced
209	LI Lafayette Investments Ashton, Maryland	$3.89M	-$905K	1	1.45%	Reduced
210	Laurion Capital Management New York	$3.79M	+$3.56M	1	0.02%	New
211	DIA Dean Investment Associates Beavercreek, Ohio	$3.73M	-$20.7K	1	0.57%	Reduced
212	MPAM Monarch Partners Asset Management Boston, Massachusetts	$3.65M	-$1.74M	1	0.35%	Reduced
213	NI Nuance Investments Kansas City, Missouri	$3.65M	+$152K	1	0.25%	Increased
214	Castleark Management Chicago, Illinois	$3.56M	+$3.1M	1	0.11%	New
215	NFG NewFocus Financial Group Vancouver, Washington	$3.53M	+$973	1	2.29%	Increased
216	Public Employees Retirement Association of Colorado Denver, Colorado	$3.51M	-$27.9K	3	0.03%	Reduced
217	TCW Group Los Angeles, California	$3.49M	+$85.3K	1	0.03%	Increased
218	Eagle Asset Management St Petersburg, Florida	$3.49M	+$193K	1	0.02%	Increased
219	TA Tiptree Advisors New York	$3.45M	-$641K	1	1.49%	Reduced
220	GD Grandfield & Dodd New York	$3.44M	-$43K	1	0.39%	Reduced
221	LBC Lowe Brockenbrough & Co Richmond, Virginia	$3.38M	-$3.4K	1	0.52%	Reduced
222	I IberiaBank Lafayette, Louisiana	$3.37M	+$43.6K	1	0.56%	Increased
223	Bridgeway Capital Management Houston, Texas	$3.31M	$0	1	0.04%	Maintained
224	WI WBI Investments Red Bank, New Jersey	$3.29M	+$3.09M	1	0.14%	New
225	ECM Estabrook Capital Management New York	$3.26M	$0	1	0.51%	Maintained