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Physical plant of AI - cooling, switchgear, prefab datacenter components.
ETN | JCI | MOD | TT | VRT | EMR | GNRC | |
|---|---|---|---|---|---|---|---|
| ETN | · | 0.60 | 0.58 | 0.65 | 0.70 | 0.55 | 0.49 |
| JCI | 0.60 | · | 0.57 | 0.65 | 0.48 | 0.39 | 0.42 |
| MOD | 0.58 | 0.57 | · | 0.61 | 0.53 | 0.47 | 0.43 |
| TT | 0.65 | 0.65 | 0.61 | · | 0.50 | 0.54 | 0.25 |
| VRT | 0.70 | 0.48 | 0.53 | 0.50 | · | 0.33 | 0.50 |
| EMR | 0.55 | 0.39 | 0.47 | 0.54 | 0.33 | · | 0.35 |
| GNRC | 0.49 | 0.42 | 0.43 | 0.25 | 0.50 | 0.35 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.
No dedicated thematic ETF yet. Capital access via broad tech or sector ETFs only.