9.06d · part of Structure, steel, precast, envelope, site equipment
Who makes envelope for AI data centers
Roofing, wall panels, insulation, and other building envelope systems that enclose and weatherproof the shell.
Companies on this part (6)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| BlueScope/Butler | manufacturer | public | BSL.AX | 30.68 AUD | +0.1% | inferred | |
| Carlisle | manufacturer | public | CSL | 361 USD | -1.4% | inferred | |
| Holcim | manufacturer | public | HOLN.SW | 72.76 CHF | -1.7% | inferred | |
| Kingspan | manufacturer | public | KRX.IR | 104 EUR | +1.2% | inferred | |
| Nucor | manufacturer | public | NUE | 252 USD | +0.4% | inferred | Insulated Panel |
| Owens Corning | manufacturer | public | OC | 144 USD | -1.4% | inferred |
Who competes here
The same table read the other way: every company above competes for envelope sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Structure, steel, precast, envelope, site equipment
- Previous in layer: MEP & electrical contractors
- Next in layer: Prefab / modular data centers & power/cooling skids
- Layer: Layer 9 — Building shell, site & construction
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON