Data Center Liquid Cooling & Power Chain

Rapid deployment of high-density AI accelerators is forcing hyperscalers to overhaul thermal management and power distribution architectures. Liquid cooling and dedicated thermal infrastructure have transitioned from niche high-performance computing components to standard requirements for gigawatt-scale data clusters. This portfolio isolates the primary manufacturers of thermal cooling systems, precision liquid manifolds, switchgear, and mission-critical power distribution. Launch basket (equal weight): VRT, GEV, SMCI, HPE, DELL, ETN, PWR, HUBB Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.