VRT+56.32%14.7%
MOD+25.17%11.0%
MAIR-9.59%9.2%
NVT+65.95%9.2%
JCI+44.37%8.3%
SU.PA+16.97%8.3%
AAON-16.12%7.3%
TT+8.70%7.3%
CARR-2.97%6.4%
FLS+36.98%5.5%
SPXC-5.53%5.5%
6371.T+15.94%3.7%
CTS+55.24%3.7%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '25: HVAC & Cooling Constituents
Vertiv Holdings CoVRT | 14.7% | 2.46% | -0.31% | -1.57% | 2.66% | 55.96% | -0.87% | 227.68% | 56.32% | 145.65% | 930.61% | $97.09B |
Modine Manufacturing CompanyMOD | 11.0% | -5.82% | -5.58% | 3.07% | -2.21% | 38.59% | -18.58% | 116.86% | 25.17% | 36.17% | 1392.46% | $9.46B |
Madison Air Solutions CorporationMAIR | 9.2% | 3.00% | -2.55% | -4.91% | 0.41% | -9.59% | -9.59% | -9.59% | -9.59% | -7.26% | -7.26% | $12.55B |
nVent Electric plcNVT | 9.2% | 2.29% | 1.45% | 11.36% | -0.46% | 61.82% | 39.41% | 202.28% | 65.95% | 153.41% | 442.64% | $27.42B |
Johnson Controls International plcJCI | 8.3% | 2.95% | 7.13% | 12.66% | 3.36% | 31.00% | 8.71% | 89.33% | 44.37% | 107.92% | 144.10% | $94.64B |
Schneider Electric S.E.SU.PA | 8.3% | 3.55% | 1.50% | 3.30% | 3.55% | 24.37% | 5.09% | 46.42% | 16.97% | 33.28% | 118.30% | $192.29B |
AAON, Inc.AAON | 7.3% | 1.20% | 4.07% | 10.70% | 0.27% | 8.20% | -18.48% | -0.04% | -16.12% | -22.00% | 91.52% | $6.82B |
Trane Technologies plcTT | 7.3% | 1.08% | 5.16% | 5.12% | 0.32% | 18.29% | -0.42% | 32.32% | 8.70% | 20.14% | 178.07% | $102.07B |
Carrier Global CorporationCARR | 6.4% | -0.18% | 3.42% | -0.75% | 3.50% | 8.16% | -11.26% | -11.59% | -2.97% | -30.30% | 11.07% | $45.44B |
Flowserve CorporationFLS | 5.5% | 1.79% | -4.37% | -6.79% | -0.82% | 4.44% | -18.14% | 45.33% | 36.98% | 42.98% | 125.77% | $9.53B |
SPX Technologies, Inc.SPXC | 5.5% | 1.99% | 1.55% | -8.23% | 4.50% | -11.35% | -21.85% | 30.77% | -5.53% | 9.14% | 208.76% | $8.67B |
CTS CorporationCTS | 3.7% | 2.99% | 4.57% | 8.05% | 2.99% | 43.81% | 17.07% | 47.98% | 55.24% | 30.73% | 97.69% | $1.76B |
Tsubakimoto Chain Co.6371.T | 3.7% | -1.54% | -4.17% | -1.60% | -1.54% | 11.73% | -3.39% | 32.85% | 15.94% | 26.95% | 62.88% | $1.72B |
| Theme return | — | 1.16% | 0.71% | 2.43% | 0.95% | 29.74% | 0.22% | 81.55% | 29.50% | 58.11% | 333.85% | — |
| Average | 7.7% | 1.21% | 0.91% | 2.34% | 1.27% | 21.96% | -2.48% | 65.43% | 22.42% | 42.06% | 292.05% | $46.88B |
| Median | 7.3% | 1.99% | 1.50% | 3.07% | 0.41% | 18.29% | -3.39% | 45.33% | 16.97% | 30.73% | 125.77% | $12.55B |
| Std Dev | 2.9% | 2.44% | 3.89% | 6.72% | 2.15% | 22.35% | 16.62% | 72.61% | 26.34% | 56.35% | 396.14% | $55.81B |
| Min | 3.7% | -5.82% | -5.58% | -8.23% | -2.21% | -11.35% | -21.85% | -11.59% | -16.12% | -30.30% | -7.26% | $1.72B |
| Max | 14.7% | 3.55% | 7.13% | 12.66% | 4.50% | 61.82% | 39.41% | 227.68% | 65.95% | 153.41% | 1392.46% | $192.29B |
| % Positive Tickers | 76.92% | 61.54% | 53.85% | 69.23% | 84.62% | 30.77% | 76.92% | 69.23% | 76.92% | 92.31% |
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