Modine Manufacturing (MOD)
Thermal management pure-play. Data center segment (Airedale) fastest-growing. Liquid cooling for high-density AI racks.
- Ticker: MOD
- Sector: cooling (liquid cooling)
- DC exposure tier: high
Modine Manufacturing (MOD) is a high-exposure name in the data-center supply chain in the cooling sector. Data Center Index tracks Modine Manufacturing's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Climate Solutions data-center vertical is the fastest-growing piece of the portfolio; mgmt has elevated DC cooling to a standalone reporting line.
Tracked Modine Manufacturing data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- Microsoft Fairwater Atlanta — 859 MW, Fayetteville, GA · operational