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Mentioned in

• J.P. Morgan·2026-11-02Strategy

  Portfolio Managers’ Monthly U.S. Equity Thematic Research

• Bernstein·2026-10-19SectorOutperform

  $575U.S. Multi Industry & Electrical Equipment: US Resi HVAC tracker (October): Signals and sentiment remain weak; no line of sight to recovery

• Bernstein·2026-10-15SectorOutperform

  $575U.S. Multi Industry & Electrical Equipment Data Center Equipment: Sizing the US Cooling TAM

• Bernstein·2026-10-08SectorOutperform

  $575U.S. Multi Industry & Electrical Equipment Data Center Cooling: Accelsius on the transition from singlephase to two-phase liquid cooling

• 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