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

2. Ecolab Inc. (NYSE:ECL) 

Number of Hedge Fund Holders: 60

Ecolab Inc. (NYSE:ECL) is one of the best water infrastructure stocks to buy as AI data centers strain resources. On June 1, 2026, CoolIT Systems announced that it had developed a 15kW coldplate design for single-phase direct liquid cooling, delivering nearly four times the capacity of its previously demonstrated coldplate and extending its roadmap for future ultra-high-density AI infrastructure.

The update is relevant to Ecolab because the company agreed on March 20, 2026, to acquire CoolIT Systems for approximately $4.75 billion in cash. CoolIT’s 15kW coldplate was validated using a standard water-glycol coolant at 1.2 liters per minute per kilowatt, with system-level performance suitable for 45°C warm-water cooling environments. That ties directly into the water-efficiency side of AI infrastructure, since higher-density GPUs and accelerators are pushing data centers toward liquid cooling systems that move heat through engineered fluid loops instead of relying only on traditional air cooling.

Ecolab Inc. (NYSE:ECL) provides water, hygiene, infection prevention, digital monitoring, water treatment, chemistry, and operational efficiency solutions for customers across industrial, institutional, healthcare, life sciences, microelectronics, food, hospitality, data center, and power markets.