Cooling & Data Center Infra · Power + cooling for data centers.
$VRTVertiv
Vertiv is the most direct pure-play on data-center buildout. Power distribution, cooling, racks, monitoring. Liquid cooling revenue is the AI-specific growth lever.
GE Vernova Inc. (NYSE:GEV) and Vertiv Holdings Co (NYSE:VRT) made it on Jim Cramer's radar on October 2nd due to their exposure to the data center industry.