In this article, we will look at the 7 Best Data Center Cooling Companies to Invest In.
Data center cooling stocks are getting a closer look because AI infrastructure is turning heat management into a much bigger part of the investment story. It is no longer enough to talk only about chips, servers, and power. As more AI workloads run around the clock, the strain on energy, water, and facility design is becoming harder to ignore. Wellington puts it plainly, saying “AI’s growing computational demands are raising concerns about energy and water resource strains,” and notes that operators are already pursuing efficiencies such as “liquid cooling and compute optimization.” In other words, cooling is starting to look less like a supporting detail and more like a bottleneck the industry has to solve.
T. Rowe Price says companies that help manage data center infrastructure, including “cooling solutions to help handle thermal loads” and power systems that “help data centers run more efficiently will become ever more important.” Janus Henderson goes a step further, arguing that “cooling is an equally important aspect” and that data centers require “enhanced cooling capacity,” with “liquid cooling likely to become the standard going forward.”
Against that backdrop, cooling companies deserve a closer look, including those supplying the thermal-management systems, liquid-cooling technologies, and efficiency solutions that data center operators increasingly need to keep expansion on track. That brings us to the 7 Best Data Center Cooling Companies to Invest In.
Our Methodology
We used the Finviz screener to identify data center cooling stocks that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
7. nVent Electric plc (NYSE:NVT)
On April 13, 2026, Citi analyst Vladimir Bystricky raised the price target on nVent Electric plc (NYSE:NVT) to $152 from $133 and maintained a Buy rating as part of a broader Q1 preview across industrial names. The firm said that gradually improving industrial trends remain intact and should support solid first-quarter results across much of the sector.
Also on April 13, 2026, Evercore ISI analyst Alexander Virgo initiated coverage of nVent Electric plc (NYSE:NVT) with an Outperform rating and a $160 price target. The firm highlighted the company’s “best-in-class” organic growth, pricing power, and operational execution, and said those factors could support 25% annual earnings growth through 2028. Evercore also said nVent’s exposure to data centers and utilities is supported by strong backlog visibility.
Earlier in April, Barclays analyst Julian Mitchell raised the price target on nVent Electric plc (NYSE:NVT) to $150 from $141 and maintained an Overweight rating as part of a broader Q1 preview for multi-industry companies. The firm said demand questions remain across the sector, though expectations have become more balanced.
nVent Electric plc (NYSE:NVT) designs, manufactures, and services electrical connection and protection solutions, including products used in data centers and power infrastructure.
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