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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Industry

DC Infra & Power

Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.

106Companies8Segments11Shown
All DC Infra63Power10IPP5Gas8Cooling11Grid15Construction6DC Operator1Other7
Market capAll caps17> $10B11> $100B0
Cooling - 11 companiesSorted by market cap
  • TTTrane Technologies plcCooling$98.7BNYSE·IE›
  • 000333.SZMidea Group Co., Ltd.Cooling$97.9BSHZ·CN›
  • JCIJohnson Controls International plcCooling$86.6BNYSE·IE›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$77.3BJPX·JP›
  • CARRCarrier Global CorporationCooling$46.6BNYSE·US›
  • 6367.TDaikin Industries,Ltd.Cooling$37.5BJPX·JP›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$31.2BSHZ·CN›
  • ALFA.STAlfa Laval Corporate ABCooling$22.5BSTO·SE›
  • NVTnVent Electric plcCooling$20.7BNYSE·GB›
  • LIILennox International Inc.Cooling$13.1BNYSE·US›
  • 6594.TNidec CorporationCooling$12.4BJPX·JP›
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