What are the top stocks in the Cooling / DC Infra bubble?

QuantAbundancia maps 7 primary stocks to the Cooling / DC Infra bubble: VRT, JCI, TT, ETN, EMR, MOD, GNRC.

How correlated are Cooling / DC Infra stocks?

The Cooling / DC Infra bubble's primary members co-move with a 252-day average correlation of 0.53 across 21 pairs - decent co-movement.

Cooling / DC Infra

Physical plant of AI - cooling, switchgear, prefab datacenter components.

0.526avg corr (252d)

0.30 / 0.72min / max

21pairs

7primary stocks

0etfs

Decent co-movement

Stocks

VRTVertiv Holdings Co
Datacenter power + cooling systems.
$311.42
$192fib+62%
JCIJohnson Controls International
Johnson Controls - global HVAC + building automation; datacenter cooling exposure as % of mix climbing with AI capex.
$144.80
TTTrane Technologies plc
Trane Technologies - pure-play HVAC + thermal management; large datacenter cooling exposure as AI buildout scales (CRAC / CRAH / liquid-cooling adjacent).
$484.58
ETNEaton Corporation plc
Electrical components + switchgear.
$412.31
EMREmerson Electric Co.
Emerson Electric - industrial automation + thermal-management controls. $VRT-adjacent datacenter cooling exposure inside a larger industrial franchise.
$139.52
MODModine Manufacturing Company
Liquid cooling.
$244.49
GNRCGenerac Holdings Inc.
Generac - backup generators + commercial standby power; datacenter UPS / emergency-power layer with hyperscaler exposure climbing.
$270.22
Adjacent (secondary)
ADIAnalog Devices, Inc.
Classifier 2026-05-07: primary tier, corr 0.59 to cooling-dc-infra centroid (29 obs, 2nd: semi-equipment 0.410). is_primary_bubble=FALSE.
$388.98
FIXComfort Systems USA, Inc.
Classifier 2026-05-07: primary tier, corr 0.73 to cooling-dc-infra centroid (29 obs, 2nd: memory 0.600). is_primary_bubble=FALSE.
$1865.15
PWRQuanta Services, Inc.
Classifier 2026-05-07: primary tier, corr 0.63 to cooling-dc-infra centroid (29 obs, 2nd: robotics 0.429). is_primary_bubble=FALSE.
$691.40
ESLTElbit Systems Ltd.
Classifier 2026-05-07: extended tier, corr 0.39 to cooling-dc-infra centroid (29 obs, 2nd: semi-equipment 0.273). is_primary_bubble=FALSE.
$759.98
GEGE Aerospace
Classifier 2026-05-07: extended tier, corr 0.40 to cooling-dc-infra centroid (29 obs, 2nd: robotics 0.359). is_primary_bubble=FALSE.
$374.94
NOKNokia Oyj (ADR)
Classifier 2026-05-07: extended tier, corr 0.35 to cooling-dc-infra centroid (29 obs, 2nd: networking-optical 0.245). is_primary_bubble=FALSE.
$12.91
TXNTexas Instruments Incorporated
Classifier 2026-05-07: extended tier, corr 0.52 to cooling-dc-infra centroid (29 obs, 2nd: semi-equipment 0.296). is_primary_bubble=FALSE.
$298.41
VIAVViavi Solutions Inc.
Classifier 2026-05-07: extended tier, corr 0.70 to cooling-dc-infra centroid (29 obs, 2nd: networking-optical 0.655). is_primary_bubble=FALSE.
$47.07
WULFTeraWulf Inc.
Classifier 2026-05-07: extended tier, corr 0.41 to cooling-dc-infra centroid (29 obs, 2nd: semi-equipment 0.387). is_primary_bubble=FALSE.
$23.58

Correlation matrix (252d)

	ETN	JCI	MOD	TT	VRT	EMR	GNRC
ETN	·	0.63	0.59	0.68	0.72	0.57	0.52
JCI	0.63	·	0.58	0.67	0.52	0.40	0.45
MOD	0.59	0.58	·	0.63	0.54	0.48	0.45
TT	0.68	0.67	0.63	·	0.52	0.56	0.30
VRT	0.72	0.52	0.54	0.52	·	0.35	0.54
EMR	0.57	0.40	0.48	0.56	0.35	·	0.36
GNRC	0.52	0.45	0.45	0.30	0.54	0.36	·

Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.

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Research

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Ações de Datacenter Power: o trade de IA de segunda derivada
2026-05-099 min

Related bubbles· by shared members

Datacenter Power1 shared

ETFs carrying the thesis

No dedicated thematic ETF yet. Capital access via broad tech or sector ETFs only.

Sub-clusters

Frequently asked questions

What are the top stocks in the Cooling / DC Infra bubble?: QuantAbundancia maps 7 primary stocks to the Cooling / DC Infra bubble: VRT, JCI, TT, ETN, EMR, MOD, GNRC.
How correlated are Cooling / DC Infra stocks?: The Cooling / DC Infra bubble's primary members co-move with a 252-day average correlation of 0.53 across 21 pairs - decent co-movement.