The Air Handlers & Evaporative Cooling — The Bridge Solutions · The Cooling Crisis — Liquid Cooling, CDUs, Chillers & Refrigerants
AAON
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Specialty US air handler — executed an explicit pivot toward datacenter products.
What they do
US specialty HVAC maker that has explicitly pivoted toward datacenter air handlers . Smaller-cap, higher-multiple way to play datacenter air-side cooling. Less diversified than the big HVAC primes.