In this article, we will look at the 7 Best Liquid Cooling Stocks to Buy for AI Data Centers.

​On May 9, RaeAnn Mitrione, market strategist and founding partner of Callan Family Office, appeared on a Schwab Network interview to discuss the AI trade. She noted that the technology sector has seen a big run-up since the March lows. While the technology sector had been lagging this year to some degree, Mitrione believes that there’s more room for the AI trade to continue.

​She noted that the tech earnings and reports have been incredibly strong, with around 85% of the companies beating expectations. Moreover, on average, the tech earnings beats are by more than 20%. She also highlighted improved profit margins and improved productivity in the technology sector. Mitrione believes that tech and growth stocks have more runway due to the AI and data center buildout. She also highlighted that the market is diversifying and broadening out, and that she likes names in the value sector due to cheaper valuations.

​With that, let’s take a look at the 7 Best Liquid Cooling Stocks to Buy for AI Data Centers.

​Our Methodology

To curate the list of Best Liquid Cooling Stocks to Buy for AI Data Centers, we used ETFs, screeners, reputable financial media, and Reddit. Using these sources, we shortlisted liquid-cooling stocks most popular among hedge funds and ranked them in ascending order by this metric. We have limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment.

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 Best Liquid Cooling Stocks to Buy for AI Data Centers

7. Carrier Global Corporation (NYSE:CARR)

Number of Hedge Fund Holders: 59

​Carrier Global Corporation (NYSE:CARR) is one of the Best Liquid Cooling Stocks to Buy for AI Data Centers. The company is recognized as a global provider of intelligent climate and energy‑management solutions, including heating, ventilation, air‑conditioning (HVAC), refrigeration, building controls, and digital services for homes. Carrier’s data‑center liquid‑cooling offerings are centered on its QuantumLeap portfolio, which provides chip‑to‑chiller integrated thermal management for modern, high‑density facilities.

​Recently, on April 30, Carrier Global Corporation (NYSE:CARR) released its fiscal Q1 2026 earnings. The company posted $5.34 billion in revenue, reflecting 2.36% year-over-year growth and ahead of expectations by $326.42 million. However, the GAAP EPS of $0.28 missed expectations by $0.09.

​Notably, the company’s commercial HVAC global orders increased 35% during the quarter, driven by global data center orders, which were up 500%. Management noted that the data center order backlog fully covers the targeted $1.5 billion data center sales goal for the year.

​Following the release on May 1, Baird raised the firm’s price target on Carrier Global Corporation (NYSE:CARR) from $70 to $75, while keeping an Outperform rating. The firm highlighted that they updated the valuation model due to a good start to the year.

6. Ecolab Inc. (NYSE:ECL)

Number of Hedge Fund Holders: 62

​Ecolab Inc. (NYSE:ECL) ranks among our Best Liquid Cooling Stocks to Buy for AI Data Centers. The company acts as a global provider of water, hygiene, and infection‑prevention solutions that protect people and critical resources such as water and energy. It is also engaged in liquid cooling for data centers through its cooling-as-a-service program, which integrates water and cooling management platforms for high‑density and AI‑driven facilities.

​On May 5, the Bank of America Securities identified some mining and infrastructure companies that the firm believes are best positioned to benefit from AI data center buildout. Ecolab Inc. (NYSE:ECL) is included in the list of BofA. On April 29, the firm had lowered the price target on the stock from $345 to $335, while maintaining a Buy rating on the shares. The reduced price target was based on the firm cutting 2026 and 2027 EPS estimates to reflect the dilution in the second half of 2026 from CoolIt.

The company also released its fiscal Q1 2026 earnings on April 28. During the quarter, the company posted $4.07 billion in revenue, reflecting 10.04% year-over-year growth and surpassing estimates by $51.44 million. While the non-GAAP EPS of $1.7 was in line with the expectations, the GAAP EPS of $1.52 fell slightly short of the expectations by $0.08.

​Notably, the Global High Tech and Digital segment achieved 20% year-over-year growth. Moreover, management noted that combining the Global High Tech, OVIVO, and pending CoolIT businesses is expected to form a $1.5 billion unit, which will grow at high margins of 20% to 25%. Lastly, management maintained adjusted diluted EPS growth guidance of 12% to 15% for fiscal 2026, excluding the short-term impact from the pending CoolIT acquisition.

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