NVT

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• Bernstein·2026-10-15SectorOutperform

  $229U.S. Multi Industry & Electrical Equipment Data Center Equipment: Sizing the US Cooling TAM

• Bernstein·2026-10-08SectorOutperform

  $229U.S. Multi Industry & Electrical Equipment Data Center Cooling: Accelsius on the transition from singlephase to two-phase liquid cooling

• Bernstein·2026-10-06SectorOutperform

  $229U.S. Multi Industry & Electrical Equipment: Data Center Cooling Equipment: What is the service tail of a CDU (Coolant Distribution Unit)?

• UBS·2026-10-01Sector

  US Electrical Equipment & Multi-Industry: EE MI Morning Note -Expect ISM to hold steady; Trane 800 volt chiller; Power to meet compute demand

• Bernstein·2026-09-22SectorOutperform

  $229U.S. Electrical Equipment: State of Utility Capex 2Q26-Capex intention update and sharpened messaging on rate-payer affordability