VRT+44.32%14.7%
MOD+22.02%11.0%
MAIR-11.11%9.2%
NVT+68.01%9.2%
JCI+42.91%8.3%
SU.PA+2.03%8.3%
AAON-15.09%7.3%
TT+12.25%7.3%
CARR-3.91%6.4%
FLS+35.11%5.5%
SPXC-9.35%5.5%
6371.T+14.03%3.7%
CTS+49.85%3.7%
As of Oct 9, 2026, 4:27 AM ET
Data Centers '25: HVAC & Cooling Constituents
Vertiv Holdings CoVRT | 14.7% | -1.12% | -0.13% | -7.29% | -0.97% | 50.44% | -4.38% | 216.08% | 44.32% | 128.24% | 989.78% | $93.83B |
Modine Manufacturing CompanyMOD | 11.0% | -3.99% | 3.91% | -2.19% | -3.87% | 36.24% | -19.96% | 113.19% | 22.02% | 37.00% | 1458.61% | $9.66B |
Madison Air Solutions CorporationMAIR | 9.2% | -0.50% | -3.88% | -4.27% | -1.28% | -11.11% | -11.11% | -11.11% | -11.11% | -11.11% | -11.11% | $12.03B |
nVent Electric plcNVT | 9.2% | -2.16% | 2.31% | 3.57% | -0.95% | 61.03% | 38.73% | 200.80% | 68.01% | 135.08% | 443.31% | $26.55B |
Johnson Controls International plcJCI | 8.3% | -1.24% | 3.43% | 6.27% | 1.47% | 28.60% | 6.72% | 85.86% | 42.91% | 102.63% | 140.63% | $93.28B |
Schneider Electric S.E.SU.PA | 8.3% | 2.57% | -11.05% | -12.82% | -10.73% | 6.44% | -10.06% | 25.32% | 2.03% | 12.23% | 90.46% | $165.03B |
AAON, Inc.AAON | 7.3% | -1.35% | 0.71% | 11.59% | 4.46% | 12.72% | -15.07% | 4.14% | -15.09% | -20.93% | 90.86% | $7.04B |
Trane Technologies plcTT | 7.3% | 0.57% | 3.95% | 5.80% | 2.39% | 20.74% | 1.65% | 35.06% | 12.25% | 18.76% | 186.14% | $103.40B |
Carrier Global CorporationCARR | 6.4% | 1.51% | -0.07% | -3.66% | 1.10% | 5.66% | -13.31% | -13.63% | -3.91% | -30.09% | 14.60% | $46.02B |
Flowserve CorporationFLS | 5.5% | -1.23% | -5.99% | -7.37% | -4.67% | 0.39% | -21.32% | 39.69% | 35.11% | 30.97% | 111.50% | $8.93B |
SPX Technologies, Inc.SPXC | 5.5% | -1.20% | -0.90% | -12.53% | -0.67% | -15.74% | -25.72% | 24.30% | -9.35% | 3.93% | 186.94% | $8.44B |
CTS CorporationCTS | 3.7% | -1.68% | -3.40% | 2.08% | -4.18% | 33.79% | 8.92% | 37.67% | 49.85% | 19.96% | 82.94% | $1.64B |
Tsubakimoto Chain Co.6371.T | 3.7% | -2.34% | -3.20% | -5.08% | -2.72% | 10.41% | -4.54% | 31.26% | 14.03% | 25.77% | 62.88% | $1.70B |
| Theme return | — | -0.98% | -0.65% | -5.14% | -1.35% | 26.72% | -2.12% | 77.32% | 25.04% | 52.24% | 335.40% | — |
| Average | 7.7% | -0.94% | -1.10% | -1.99% | -1.59% | 18.43% | -5.34% | 60.66% | 19.31% | 34.80% | 295.97% | $44.43B |
| Median | 7.3% | -1.23% | -0.13% | -3.66% | -0.97% | 12.72% | -10.06% | 35.06% | 14.03% | 19.96% | 111.50% | $12.03B |
| Std Dev | 2.9% | 1.63% | 4.19% | 7.15% | 3.69% | 21.96% | 16.27% | 71.31% | 25.70% | 51.78% | 420.11% | $50.41B |
| Min | 3.7% | -3.99% | -11.05% | -12.82% | -10.73% | -15.74% | -25.72% | -13.63% | -15.09% | -30.09% | -11.11% | $1.64B |
| Max | 14.7% | 2.57% | 3.95% | 11.59% | 4.46% | 61.03% | 38.73% | 216.08% | 68.01% | 135.08% | 1458.61% | $165.03B |
| % Positive Tickers | 23.08% | 38.46% | 38.46% | 30.77% | 84.62% | 30.77% | 84.62% | 69.23% | 76.92% | 92.31% |
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