← 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
HighTower Advisors
HighTower Advisors
Illinois
$21.2M +$3.12M 4 0.03% Increased
202
VanEck Associates
VanEck Associates
New York
$21M +$1.02M 3 0.03% Increased
203
NPIC
Neumeier Poma Investment Counsel
California
$20.8M +$193K 1 2.02% Increased
204
Royce & Associates
Royce & Associates
New York
$20.6M -$11.2M 1 0.19% Reduced
205
RAM
Rempart Asset Management
Canada
$20.5M -$926K 1 4.08% Reduced
206
Guggenheim Capital
Guggenheim Capital
Illinois
$20.4M +$296K 3 0.17% Increased
207
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M -$3.82M 1 1.23% Reduced
208
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$20.2M +$10.2M 2 0.6% Increased
209
PL
Parthenon LLC
Kentucky
$20.1M -$397K 1 2.43% Reduced
210
Bahl & Gaynor
Bahl & Gaynor
Ohio
$20M -$850K 2 0.11% Reduced
211
Carmignac Gestion
Carmignac Gestion
France
$20M +$11.9M 1 0.32% Increased
212
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$19.8M -$23.9K 3 0.08% Reduced
213
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$19.6M -$826K 2 0.35% Reduced
214
TCW Group
TCW Group
California
$19.6M +$4.46M 1 0.16% Increased
215
Beck Mack & Oliver
Beck Mack & Oliver
New York
$19.3M -$134K 1 0.36% Reduced
216
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$19.3M +$104K 4 0.03% Increased
217
Congress Wealth Management
Congress Wealth Management
Massachusetts
$18.9M -$2.23M 4 0.26% Reduced
218
AAIM
Asset Advisors Investment Management
Georgia
$18.8M +$207K 1 1.97% Increased
219
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.4M -$204K 3 0.2% Reduced
220
TC
TownSquare Capital
Utah
$18.4M -$2.08M 4 0.21% Reduced
221
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.3M -$139K 4 0.07% Reduced
222
MPIA
Mountain Pacific Investment Advisers
Idaho
$18.3M +$4.42M 2 1.29% Increased
223
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$18.3M -$1.3M 1 0.06% Reduced
224
NIP
Nicholas Investment Partners
California
$18.2M -$599K 2 1.6% Reduced
225
KB
Kimelman & Baird
New York
$18M $0 1 1.43% Maintained