analysis2026-10-07· GridToChip · 1 min read · part-of-the-day

Part of the day: Hoses, tubing, fittings, valves

Assembled by the nightly build from this catalog’s own entry for Hoses, tubing, fittings, valves (5.04, Layer 5 — Liquid cooling (IT-side: chip to CDU)). The tables below are rebuilt every night; published 2026-10-07.

The flexible hoses, rigid tubing, compression and push-fit fittings, and shutoff or balancing valves that carry coolant between manifolds, quick disconnects, and the CDU.

These are the plumbing runs that connect the parts around them: hoses and tubing carry coolant from the CDU to the rack manifold and between branch points, fittings join runs of different diameter or material, and valves isolate or balance flow to individual racks or rows. It is a lower-differentiation part of the loop than the cold plate or CDU, but it still has to hold pressure, resist the specific coolant chemistry in use, and avoid permeation or degradation over the life of the deployment — a hose or fitting failure downstream of a manifold can take out multiple trays at once. Demand for this part scales with the total length of liquid-cooling loops being installed, which follows the number of liquid-cooled racks rather than any single design win. Investors should watch material and chemical compatibility requirements as coolant chemistries diversify (glycol-water blends, dielectric fluids, two-phase refrigerants), since not every hose or valve material works across all of them.

Who makes it

Hoses, tubing, fittings, valves (5.04 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
BelimomanufacturerpublicBEAN.SW762 CHF+3.2%inferred
ContinentalmanufacturerpublicCON.DE66.54 EUR-0.3%inferred
EatonmanufacturerpublicETN366 USD-1.7%inferred
EmersonmanufacturerpublicEMR162 USD+0.8%inferred
GatesmanufacturerpublicGTES25.08 USD-0.1%inferred
IMImanufacturerpublicIMI.L2796 GBp-0.9%inferred
Parker HannifinmanufacturerpublicPH881 USD-1.4%inferred
Danfossmanufacturerprivateinferred
Swagelokmanufacturerprivateinferred
Competing on Hoses, tubing, fittings, valves:Belimo inferred, Continental inferred, Eaton inferred, Emerson inferred, Gates inferred, IMI inferred, Parker Hannifin inferred, Danfoss inferred, Swagelok inferred

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