← 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	$5.62B	+$24.2M	4	0.1%	Increased
2	BlackRock New York	$4.29B	-$54.7M	5	0.09%	Reduced
3	JP Morgan Chase New York	$2.51B	-$125M	4	0.19%	Reduced
4	State Street Boston, Massachusetts	$1.92B	+$16.3M	4	0.08%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.82B	-$185M	4	0.11%	Reduced
6	Franklin Resources San Mateo, California	$1.3B	+$13.9M	4	0.36%	Increased
7	Geode Capital Management Boston, Massachusetts	$1.1B	+$8.44M	5	0.09%	Increased
8	Nuveen Charlotte, North Carolina	$911M	+$53.8M	4	0.26%	Increased
9	Dimensional Fund Advisors Austin, Texas	$850M	-$71M	4	0.21%	Reduced
10	Morgan Stanley New York	$843M	+$44.9M	5	0.06%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$771M	-$290M	4	0.09%	Reduced
12	Invesco Atlanta, Georgia	$764M	+$18.8M	4	0.15%	Increased
13	Bank of America Charlotte, North Carolina	$715M	+$15.1M	4	0.06%	Increased
14	Norges Bank Oslo, Norway	$605M	+$16.8M	4	0.08%	Increased
15	Wells Fargo San Francisco, California	$544M	-$15.8M	4	0.12%	Reduced
16	Northern Trust Chicago, Illinois	$488M	-$43.7M	4	0.08%	Reduced
17	Wellington Management Group Boston, Massachusetts	$486M	-$115M	3	0.09%	Reduced
18	Boston Partners Boston, Massachusetts	$455M	-$75.9M	2	0.54%	Reduced
19	Bank of New York Mellon New York	$438M	-$16.8M	4	0.08%	Reduced
20	Macquarie Group Sydney, NSW 2000, Australia	$424M	-$14.5M	3	0.46%	Reduced
21	Charles Schwab San Francisco, California	$385M	+$2.44M	4	0.07%	Increased
22	Ameriprise Minneapolis, Minnesota	$384M	-$49.9M	4	0.1%	Reduced
23	Kayne Anderson Rudnick Investment Management Los Angeles, California	$378M	-$7.14M	3	0.83%	Reduced
24	Principal Financial Group Des Moines, Iowa	$328M	-$3.01M	4	0.18%	Reduced
25	VOYA Investment Management Atlanta, Georgia	$319M	+$21.7M	4	0.33%	Increased