Theme · Cooling & Data Center Infra
Once the chips and the power are in place, you still need to keep them cool, move data between them, and own the building. Vertiv and Modine ride the liquid cooling cycle. Arista and Cisco wire the racks together. Digital Realty and Equinix own the dirt. This is the picks-and-shovels of the picks-and-shovels. Less narrative, more compounding revenue.
Cooling & Data Center Infra · 1d avg
6 tickers tracked
Signals (three independent reads)
Fund momentum
0
Funds steady — no meaningful 13F changes this quarter.
Sentiment trend (7d)
+2
4 articles · 50% bullish · split.
Canon citations
1
1 structural from Aschenbrenner.
“The buildout is physical. Concrete, copper, transformers, cooling water — all on the critical path.”
Aschenbrenner · structural
Parallel readings, not a composite score. Composite scoring lands in v3 once each signal validates against subsequent moves.
Constituents · ranked by today’s perf
News in this theme
insidermonkey.com · 22h ago
neutralNetworking equipment provider Cisco Systems, Inc. (NASDAQ:CSCO)'s shares are up by more than 60% over the past year and by more than 40% year-to-date.
finance.yahoo.com · 1d ago
bullishCisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers buried in its latest report tell a very different story.
Ars Technica · 2d ago
neutralThunderstorms make seismic waves that can be used to find sub-surface features.
insidermonkey.com · 3d ago
bullishTom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026.
Top fund exposures to Cooling & Data Center Infra
Funds holding the most of this theme
| Fund | Positions | % of portfolio |
|---|---|---|
| Coatue ManagementAI-heavy hedge fund. Semis + hyperscaler exposure. | 2 | 3.3% |
| Baillie GiffordLong-duration tech. Early NVDA and Tesla holder. | 5 | 1.0% |
| Whale Rock CapitalAI + robotics conviction. Tesla, NVIDIA, Meta core. | 5 | 0.5% |
| Maverick CapitalTech long/short. Tiger Cub lineage, concentrated AI positions. | 1 | 0.0% |