5 Best Water Infrastructure Stocks to Buy as AI Data Centers Strain Resources

3. Veralto Corporation (NYSE:VLTO)

Number of Hedge Fund Holders: 57

Veralto Corporation (NYSE:VLTO) is one of the best water infrastructure stocks to buy as AI data centers strain resources. On May 18, 2026, ChemTreat, a Veralto operating company, joined Dow’s newly launched Coolant Care Network as a strategic national service provider for AI data center cooling and as Dow’s only preferred service provider in Virginia.

The collaboration gives Veralto a direct role in the liquid-cooling shift taking place inside high-density AI data centers. Dow’s Coolant Care Network coordinates fluid supply, testing, data analysis, and field support, while ChemTreat provides sampling, mitigation, fluid health optimization, specialized chemistries, and remote monitoring. ChemTreat also added Dow’s DOWFROST LC and DOWFROST HD heat transfer fluids to its portfolio for direct-to-chip cooling loops and facility loops. For investors, the angle is that Veralto is not just exposed to water quality in municipal systems; through ChemTreat, it is also positioned inside the operating reliability layer of AI data center cooling, where water chemistry, corrosion control, fluid performance, and uptime become more important as workloads become denser.

Veralto Corporation (NYSE:VLTO) provides water quality and product quality solutions through brands including ChemTreat, Hach, Trojan Technologies, McCrometer, OTT HydroMet, Aquatic Informatics, Esko, Linx, Videojet, and X-Rite.