As someone who’s worked as an electrician/engineer for 10 years in power & industrial plants , I see millions of dollars getting poured into these sectors.
When companies spend on data centers,
85% is spent on hardware
👉 Power & cooling (~30%)
👉 Servers & IT (~28%)
👉 Networking (~15%)
👉 Storage (~10%)
Here’s a list of stocks that benefit :
🔌❄️ 30% — Power and Cooling Systems: This category includes critical infrastructure like UPS systems, power distribution, switchgear, thermal management, liquid cooling, HVAC, and related equipment.
Key stocks:
- Vertiv Holdings Co.
— Dominant in critical power, cooling, and thermal management for data centers.
- nVent Electric plc
— Focuses on electrical connection and protection, including enclosures and cooling solutions.
- Carrier Global Corporation
— Provides HVAC and cooling systems used in data centers.
- Johnson Controls International
— Offers building efficiency, HVAC, and cooling tech.
- Modine Manufacturing
— Specializes in heat transfer and cooling components.
- SPX Technologies
— Involved in cooling and thermal technologies.
💻 28% — Servers and IT Equipment : This covers servers, compute hardware, GPUs/accelerators, and broader IT gear (often from OEMs or chip designers powering hyperscale setups).
Key stocks:
- NVIDIA Corporation
— Leading provider of GPUs essential for AI servers.
- Advanced Micro Devices
— Supplies CPUs and GPUs for data center servers.
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