A list of top picks and laggards among stocks related to data center construction, air conditioning and equipment, organised by equipment area, including seismic isolation, immersion cooling, UPS systems, server racks and containerized data centers.
This article introduces stocks related to data center construction, air conditioning and equipment, divided into "top picks" and "laggards." The data center market is expected to continue expanding, and stocks in the equipment sector are also attracting attention against the backdrop of investment announcements by major US companies.
Stocks are listed by equipment area, including data center construction and seismic isolation systems, data center cables, peripheral equipment and wiring work, air conditioning, security equipment, emergency generators and UPS systems, server racks, containerized data centers, noise and soundproofing measures, sensing technology, and fire detection, together with the characteristics of each company.
Representative examples identified as top picks include major general contractors with a track record in data center construction, major companies engaged in air conditioning for data centers, component suppliers among the three major wire manufacturers, UPS and generator suppliers, and companies pursuing initiatives related to containerized data centers. Small-cap companies and companies attracting attention for peripheral equipment are also identified as laggards.
The article notes the business areas and strengths of individual stocks and organises which companies correspond to each data center equipment element, including seismic isolation, air conditioning, power infrastructure, server racks and immersion cooling.