That list includes Vertiv , GE Vernova, Trane and Eaton , which Jim Cramer described as "all very clear winners" of the increased spending on the fast-growing technology.
GE Vernova, for example, creates power solutions to help data centers operate in a more environmentally friendly and sustainable way.
That's because data centers require an immense amount of electricity usage to run properly, and that need is expected to intensify as more facilities are built.
"That's almost a pure play on the data center," Cramer said of GE Vernova, describing shares as "one of the great horses of the year."
It's a similar story for Trane, Vertiv and Eaton, which all sell products that service data centers.
Persons:
Jim Cramer, Cramer, It's, Eaton, Microsoft Corporation Satya Nadella, Chalinee Thirasupa
Organizations:
BlackRock, Microsoft, GE Vernova, GE, General Electric, Charitable Trust, Microsoft Corporation
Locations:
Trane, Eaton, Vertiv, Bangkok, Thailand