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Data Centers '25: HVAC & Cooling
9 tickers · $412.88B total market cap
Group: Data Centers
Data Centers '25: HVAC & Cooling tracks 9 publicly listed stocks in this theme: 6371.T, AAON, CARR, CTS, JCI, MAIR, SPXC, TT, VRT. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.27% | $129.98B | 11.9048 |
Trane Technologies plcTT | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 6.69% | 1.48% | 13.98% | -7.91% | $101.78B | 11.9048 |
Johnson Controls International plcJCI | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 6.86% | -3.85% | 9.28% | -2.75% | $83.78B | 11.9048 |
Carrier Global CorporationCARR | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 0.58% | 9.52% | -3.75% | -8.82% | $53.89B | 11.9048 |
Madison Air Solutions CorporationMAIR | 05/12/2026 (BMO) | 05/12/2026 (BMO) | — | 1.00% | — | -9.25% | $19.23B | 4.7619 |
AAON, Inc.AAON | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -5.80% | 42.08% | 3.12% | -6.72% | $10.97B | 11.9048 |
SPX Technologies, Inc.SPXC | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -4.71% | -1.53% | -5.48% | -5.93% | $10.04B | 11.9048 |
CTS CorporationCTS | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 2.82% | 5.21% | -5.04% | 0.04% | $1.63B | 11.9048 |
Tsubakimoto Chain Co.6371.T | 05/13/2026 | 05/13/2026 | 0.00% | 15.24% | -2.72% | -4.79% | $1.59B | 11.9048 |
| Average | 3.12% | 8.02% | 5.19% | -5.10% | $45.88B | 11.1111 | ||
| Median | 1.70% | 2.98% | 0.20% | -5.93% | $19.23B | 11.9048 | ||
| Std Dev | 7.24% | 13.21% | 12.16% | 3.38% | $45.74B | 2.2448 | ||
| Min | -5.80% | -3.85% | -5.48% | -9.25% | $1.59B | 4.7619 | ||
| Max | 18.48% | 42.08% | 32.10% | 0.27% | $129.98B | 11.9048 | ||
| % Positive Tickers | 62.50% | 77.78% | 50.00% | 22.22% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.