VRT+107.95%14.7%
MOD+40.83%11.0%
MAIR-3.74%9.2%
NVT+68.72%9.2%
JCI+33.37%8.3%
SU.PA+37.45%8.3%
AAON-7.49%7.3%
TT+6.91%7.3%
CARR-10.89%6.4%
FLS+48.25%5.5%
SPXC+8.78%5.5%
6371.T+16.55%3.7%
CTS+32.98%3.7%
As of Aug 24, 2026, 4:53 AM ET
Data Centers '25: HVAC & Cooling Constituents
Vertiv Holdings CoVRT | 14.7% | -1.01% | -7.05% | -9.78% | 8.44% | 61.69% | 2.77% | 239.71% | 233.68% | 862.66% | 107.95% | $100.85B |
Modine Manufacturing CompanyMOD | 11.0% | 3.64% | -0.32% | -18.24% | -1.68% | 48.06% | -13.01% | 131.69% | 65.53% | 1422.96% | 40.83% | $10.50B |
Madison Air Solutions CorporationMAIR | 9.2% | -0.99% | -18.48% | -25.17% | -10.56% | -3.74% | -3.74% | -3.74% | -3.74% | -3.74% | -3.74% | $13.02B |
nVent Electric plcNVT | 9.2% | -1.50% | -9.08% | 0.13% | -1.20% | 49.04% | 28.40% | 178.42% | 127.94% | 389.47% | 68.72% | $24.58B |
Johnson Controls International plcJCI | 8.3% | -0.08% | -7.57% | -0.22% | -2.46% | 19.46% | -0.87% | 72.64% | 102.72% | 108.73% | 33.37% | $86.65B |
Schneider Electric S.E.SU.PA | 8.3% | 0.85% | -1.78% | 13.75% | 3.83% | 25.58% | 6.11% | 47.84% | 36.50% | 104.78% | 37.45% | $195.41B |
AAON, Inc.AAON | 7.3% | -1.73% | -7.39% | -22.63% | -10.80% | 4.18% | -21.50% | -3.75% | -15.56% | 75.90% | -7.49% | $6.51B |
Trane Technologies plcTT | 7.3% | 0.52% | -6.31% | -5.73% | -0.33% | 16.50% | -1.92% | 30.32% | 29.06% | 144.93% | 6.91% | $99.77B |
Carrier Global CorporationCARR | 6.4% | 0.37% | -5.11% | -12.35% | -2.33% | 14.25% | -6.26% | -6.61% | -14.23% | 14.21% | -10.89% | $50.14B |
Flowserve CorporationFLS | 5.5% | 1.65% | -1.82% | 9.65% | 4.47% | 14.43% | -10.31% | 59.23% | 62.86% | 124.41% | 48.25% | $10.18B |
SPX Technologies, Inc.SPXC | 5.5% | 1.33% | -4.42% | -5.85% | -5.66% | 3.57% | -8.70% | 52.78% | 31.23% | 231.63% | 8.78% | $10.37B |
CTS CorporationCTS | 3.7% | -0.07% | -9.98% | -3.75% | -9.95% | 34.80% | 9.74% | 38.71% | 16.99% | 66.51% | 32.98% | $1.65B |
Tsubakimoto Chain Co.6371.T | 3.7% | 1.40% | -0.63% | 5.52% | 2.28% | 14.35% | -1.12% | 35.96% | 23.28% | 68.35% | 16.55% | $1.76B |
| Theme return | — | 0.24% | -6.44% | -7.73% | -0.68% | 32.21% | 2.12% | 85.02% | 79.67% | 315.82% | 43.77% | — |
| Average | 7.7% | 0.34% | -6.15% | -5.74% | -2.00% | 23.24% | -1.57% | 67.17% | 53.56% | 277.75% | 29.21% | $47.03B |
| Median | 7.3% | 0.37% | -6.31% | -5.73% | -1.68% | 16.50% | -1.92% | 47.84% | 31.23% | 108.73% | 32.98% | $13.02B |
| Std Dev | 2.9% | 1.43% | 4.69% | 11.41% | 5.78% | 18.96% | 11.72% | 71.05% | 66.17% | 396.70% | 32.19% | $55.97B |
| Min | 3.7% | -1.73% | -18.48% | -25.17% | -10.80% | -3.74% | -21.50% | -6.61% | -15.56% | -3.74% | -10.89% | $1.65B |
| Max | 14.7% | 3.64% | -0.32% | 13.75% | 8.44% | 61.69% | 28.40% | 239.71% | 233.68% | 1422.96% | 107.95% | $195.41B |
| % Positive Tickers | 53.85% | 0.00% | 30.77% | 30.77% | 92.31% | 30.77% | 76.92% | 76.92% | 92.31% | 76.92% |
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About this theme
Data Centers '25: HVAC & Cooling tracks 13 publicly listed stocks in this theme. Sample tickers: VRT, MOD, MAIR, NVT, JCI, SU.PA, AAON, TT, CARR, FLS, SPXC, 6371.T, and 1 more. Use the table below for the full list.