Companies exposed to Air cooling
The AI stocks the model maps to Air cooling — part of the energy layer, ranked by how strongly each name is exposed.
13 companies · ranked by exposure
The traditional way of cooling servers by blowing cold air over them.
Full explainer: what Air cooling is & who makes it →It defines the legacy baseline that liquid cooling must beat. When Air cooling tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Air cooling
- 1MTRS.STMunters Group ABMTRS.STProducer85
- 23017.TWAsia Vital Components Co., Ltd.3017.TWSupplier70
- 3
Johnson Controls International plcJCISupplier70 - 4
Trane Technologies plcTTSupplier70 - 5002837.SZShenzhen Envicool Technology002837.SZProducer65
- 6
Comfort Systems USAFIXSupplier60 - 7MODModine Manufacturing CompanyMODProducer60
- 82421.TWSunonwealth Electric Machine Industry (SUNON)2421.TWSupplier55
- 9
ebm-papst GroupSupplier40 - 10SPXCSPX Technologies, Inc.SPXCSupplier35
- 11
Mitsubishi Electric Corporation6503.TSupplier30 - 12
Carrier Global CorporationCARRSupplier25 - 13
Daikin Industries, Ltd.6367.TSupplier20
Frequently asked
What are the top Air cooling stocks?
By modeled exposure to Air cooling: Munters Group AB, Asia Vital Components Co., Ltd., Johnson Controls International plc, Trane Technologies plc, Shenzhen Envicool Technology, Comfort Systems USA. The full ranked list of 13 names is below.
Which companies make Air cooling?
The names the model tags as producers or suppliers of Air cooling: Munters Group AB, Asia Vital Components Co., Ltd., Johnson Controls International plc, Trane Technologies plc, Shenzhen Envicool Technology, Comfort Systems USA.
What is Air cooling?
The traditional way of cooling servers by blowing cold air over them.
What happens if Air cooling runs short?
Air-cooled facilities cannot host dense AI racks, becoming obsolete for frontier workloads.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.