FEATURED — FULL NOTE
Eaton / Schneider ElectricETN
LAYER: EQUIPMENT, COOLING & SERVERS · PUBLIC
Electrical distribution inside the data center; Schneider (Paris-listed) owns the reference designs.
2026
SAME LAYER: EQUIPMENT, COOLING & SERVERS
VertivSupermicroDell / HPEArista NetworksnVentModine (MOD — cooling)MuntersJohnson ControlsTraneCelestica
INFORMATIONAL ONLY — not investment advice. Full disclaimer.