VRT+98.88%14.7%
MOD+42.48%11.0%
MAIR+17.44%9.2%
NVT+79.57%9.2%
JCI+46.79%8.3%
SU.PA+37.97%8.3%
AAON+14.46%7.3%
TT+13.24%7.3%
CARR-1.03%6.4%
FLS+46.28%5.5%
SPXC+5.60%5.5%
6371.T+13.58%3.7%
CTS+74.34%3.7%
As of Aug 6, 2026, 4:25 AM ET
Data Centers '25: HVAC & Cooling Constituents
Vertiv Holdings CoVRT | 14.7% | 2.97% | -4.28% | -12.73% | 15.06% | 71.56% | 9.04% | 260.45% | 98.88% | $107.00B |
Modine Manufacturing CompanyMOD | 11.0% | -3.52% | -19.51% | -17.25% | -3.21% | 45.76% | -14.36% | 128.09% | 42.48% | $10.34B |
Madison Air Solutions CorporationMAIR | 9.2% | -0.13% | -8.70% | -16.35% | 9.12% | 17.44% | 17.44% | 17.44% | 17.44% | $15.89B |
nVent Electric plcNVT | 9.2% | -0.12% | 6.75% | 3.28% | 5.34% | 58.91% | 36.90% | 196.85% | 79.57% | $26.21B |
Johnson Controls International plcJCI | 8.3% | 0.02% | 7.17% | 7.66% | 4.77% | 28.31% | 6.48% | 85.43% | 46.79% | $93.07B |
Schneider Electric S.E.SU.PA | 8.3% | 0.38% | 13.21% | 8.55% | 3.56% | 25.25% | 5.83% | 47.46% | 37.97% | $195.63B |
AAON, Inc.AAON | 7.3% | -2.51% | -9.27% | -14.81% | 4.59% | 22.16% | -7.95% | 12.87% | 14.46% | $7.63B |
Trane Technologies plcTT | 7.3% | 2.40% | 0.54% | -0.75% | 6.29% | 24.25% | 4.60% | 38.98% | 13.24% | $106.40B |
Carrier Global CorporationCARR | 6.4% | -0.40% | -5.01% | -6.66% | 5.86% | 23.83% | 1.60% | 1.22% | -1.03% | $54.34B |
Flowserve CorporationFLS | 5.5% | -1.11% | 8.66% | 5.30% | 3.53% | 13.39% | -11.13% | 57.78% | 46.28% | $10.05B |
SPX Technologies, Inc.SPXC | 5.5% | -0.48% | -2.34% | -7.43% | -2.14% | 7.43% | -5.29% | 58.48% | 5.60% | $10.76B |
CTS CorporationCTS | 3.7% | -0.71% | 11.32% | 10.67% | 4.15% | 55.90% | 26.92% | 60.42% | 74.34% | $1.91B |
Tsubakimoto Chain Co.6371.T | 3.7% | 1.67% | 4.32% | 1.02% | 1.12% | 13.06% | -2.24% | 34.42% | 13.58% | $1.71B |
| Theme return | — | -0.03% | -1.31% | -2.19% | 5.71% | 40.71% | 8.69% | 96.91% | 48.70% | — |
| Average | 7.7% | -0.12% | 0.22% | -3.04% | 4.46% | 31.33% | 5.22% | 76.91% | 37.66% | $49.30B |
| Median | 7.3% | -0.13% | 0.54% | -0.75% | 4.59% | 24.25% | 4.60% | 57.78% | 37.97% | $15.89B |
| Std Dev | 2.9% | 1.71% | 9.13% | 9.66% | 4.43% | 19.31% | 14.26% | 72.97% | 29.97% | $57.10B |
| Min | 3.7% | -3.52% | -19.51% | -17.25% | -3.21% | 7.43% | -14.36% | 1.22% | -1.03% | $1.71B |
| Max | 14.7% | 2.97% | 13.21% | 10.67% | 15.06% | 71.56% | 36.90% | 260.45% | 98.88% | $195.63B |
| % Positive Tickers | 38.46% | 53.85% | 46.15% | 84.62% | 100.00% | 61.54% | 100.00% | 92.31% |
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About this theme
Data Centers '25: HVAC & Cooling tracks 13 publicly listed stocks in this theme. Sample tickers: 6371.T, AAON, CARR, CTS, FLS, JCI, MAIR, MOD, NVT, SPXC, SU.PA, TT, and 1 more. Use the table below for the full list.