arithmos— AI-powered custom index builder. You’re viewing a shared index.
Index
Liquid Cooling Pure-Play Index
official“A focused index of public companies leveraged to liquid cooling adoption inside AI data centres — heat exchangers, CDUs, cold plates, and immersion fluids.”
built · 2026-04-30 21:38·rebalance · quarterly·next run · 2026-07-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
attribution factsheet
holdings · 8
click a row to drill in ↗NameAllocation· cap 25%Rationale
VRTVertiv HoldingsIndustrials25.00%Most complete AI data-center liquid cooling portfolio.MODModine ManufacturingIndustrials18.00%Coolant distribution units and thermal management for AI clusters.NVTnVent ElectricIndustrials15.00%Liquid-cooled rack enclosures and electrical containment.AAONAAONIndustrials10.00%Custom HVAC for high-density compute halls.FLSFlowserveIndustrials8.00%Pumps and seals critical for liquid loop reliability.SPXCSPX TechnologiesIndustrials8.00%Cooling towers and HVAC for hyperscale infrastructure.HUBBHubbellIndustrials8.00%Electrical infrastructure paired with liquid cooling rollouts.ETNEatonIndustrials8.00%Switchgear inside liquid-cooled rack power distribution.
▾
▾
▾
▾
▾
▾
▾
▾
weighting · market_cap · cap=25%
rebalance · quarterly