← 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
1	Vanguard Group Malvern, Pennsylvania	$3.79B	-$39.4M	4	0.09%	Reduced
2	BlackRock New York	$2.99B	-$30.2M	4	0.09%	Reduced
3	JP Morgan Chase New York	$2.19B	-$22.1M	4	0.24%	Reduced
4	State Street Boston, Massachusetts	$1.36B	+$42.7M	4	0.08%	Increased
5	Franklin Resources San Mateo, California	$752M	-$14.1M	3	0.38%	Reduced
6	Fidelity Investments Boston, Massachusetts	$686M	+$138M	4	0.06%	Increased
7	Boston Partners Boston, Massachusetts	$685M	-$17.7M	2	0.95%	Reduced
8	Geode Capital Management Boston, Massachusetts	$679M	+$5.13M	5	0.08%	Increased
9	Dimensional Fund Advisors Austin, Texas	$631M	-$12.1M	4	0.21%	Reduced
10	Nuveen Charlotte, North Carolina	$615M	-$44.9M	4	0.22%	Reduced
11	Morgan Stanley New York	$491M	-$17.1M	5	0.05%	Reduced
12	Bank of America Charlotte, North Carolina	$474M	+$9.71M	4	0.05%	Increased
13	Wells Fargo San Francisco, California	$415M	-$10.4M	4	0.12%	Reduced
14	Macquarie Group Sydney, NSW 2000, Australia	$409M	-$67.7M	3	0.51%	Reduced
15	Northern Trust Chicago, Illinois	$376M	+$12.5M	4	0.07%	Increased
16	Invesco Atlanta, Georgia	$339M	+$27.3M	4	0.09%	Increased
17	Bank of New York Mellon New York	$307M	-$20M	4	0.07%	Reduced
18	Norges Bank Oslo, Norway	$268M	-$16.9M	3	0.05%	Reduced
19	AllianceBernstein Nashville, Tennessee	$258M	-$15.6M	4	0.11%	Reduced
20	Kayne Anderson Rudnick Investment Management Los Angeles, California	$250M	-$7.72M	3	0.71%	Reduced
21	Charles Schwab San Francisco, California	$240M	-$12.7M	4	0.07%	Reduced
22	Fisher Asset Management Camas, Washington	$234M	-$19.4M	1	0.13%	Reduced
23	Principal Financial Group Des Moines, Iowa	$234M	-$36.9M	4	0.17%	Reduced
24	Massachusetts Financial Services Boston, Massachusetts	$226M	+$86.1M	2	0.08%	Increased
25	Adage Capital Partners Boston, Massachusetts	$221M	+$139M	2	0.5%	Increased