Companies exposed to Liquid cooling
The AI stocks the model maps to Liquid cooling — part of the energy layer, ranked by how strongly each name is exposed.
43 companies · ranked by exposure
Using liquid instead of air to carry heat away from hot AI chips.
Full explainer: what Liquid cooling is & who makes it →It directly unlocks the rack density that makes large-scale, low-latency clusters economic. When Liquid 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 Liquid cooling
- 1CSCoolIT SystemsProducer90
- 2MODModine Manufacturing CompanyMODProducer90
- 3
VertivVRTProducer85 - 4BOBoydProducer80
- 5MTRS.STMunters Group ABMTRS.STProducer80
- 63324.TWAuras Technology Co., Ltd.3324.TWSupplier75
- 7
CoreWeave, Inc.CRWVIntegrator72 - 8
Jabil Inc.JBLProducer72 - 93017.TWAsia Vital Components Co., Ltd.3017.TWSupplier70
- 10
Comfort Systems USAFIXSupplier70 - 11
Delta Electronics2308.TWProducer70 - 12
Lenovo Group Limited0992.HKProducer70 - 13LILiquidStackSupplier70
- 14
Schneider ElectricSU.PAProducer70 - 15002837.SZShenzhen Envicool Technology002837.SZProducer70
- 16
Wiwynn6669.TWProducer70 - 17
Hewlett Packard EnterpriseHPEProducer62 - 18
Foxconn Industrial Internet (FII)601138.SSProducer60 - 19
Guangdong Shenling Environmental Systems Co., Ltd.301018.SZSupplier60 - 208996.TWKaori Heat Treatment Co., Ltd.8996.TWSupplier60
- 21ADAligned Data CentersIntegrator55
- 22NVTnVentNVTProducer55
- 23
Carrier Global CorporationCARRProducer50 - 24
Daikin Industries, Ltd.6367.TProducer50 - 25
Digital RealtyDLRIntegrator50 - 26
EquinixEQIXIntegrator50 - 27
Flex Ltd.FLEXProducer50 - 28
Oklo Inc.OKLOSupplier50 - 29
Inventec2356.TWProducer45 - 30
Wistron Corporation3231.TWIntegrator45 - 31MMM3M CompanyMMMSupplier40
- 32
Linde plcLINSupplier40 - 33
Nidec Corporation6594.TSupplier40 - 34
Johnson Controls International plcJCISupplier35 - 35
Trane Technologies plcTTSupplier35 - 36
Zhejiang Sanhua Intelligent Controls Co., Ltd.002050.SZSupplier35 - 37
Alfa Laval ABALFA.STSupplier30 - 38
Danfoss A/SSupplier30 - 39
Henkel AG & Co. KGaAHEN3.DESupplier30 - 40
Luxshare Precision Industry002475.SZSupplier30 - 41
SMC Corporation6273.TSupplier30 - 42300990.SZSanhe Tongfei Refrigeration300990.SZProducer25
- 43
MP Materials Corp.MPSupplier20
Frequently asked
What are the top Liquid cooling stocks?
By modeled exposure to Liquid cooling: CoolIT Systems, Modine Manufacturing Company, Vertiv, Boyd, Munters Group AB, Auras Technology Co., Ltd.. The full ranked list of 43 names is below.
Which companies make Liquid cooling?
The names the model tags as producers or suppliers of Liquid cooling: CoolIT Systems, Modine Manufacturing Company, Vertiv, Boyd, Munters Group AB, Auras Technology Co., Ltd..
What is Liquid cooling?
Using liquid instead of air to carry heat away from hot AI chips.
What happens if Liquid cooling runs short?
CDU, cold-plate or quick-disconnect shortages — or leaks — cap density or stall deployments.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.