The hidden AI investments most people are missing [Yahoo! Finance]
Modine Manufacturing Company (MOD)
Last modine manufacturing company earnings: 2/4 04:21 pm
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US:NYSE Investor Relations:
modine.com/web/en/investors.htm
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Source: Yahoo! Finance
the body, the massive infrastructure and power required to keep those brains alive. Joining us to break down the physical side of AI is Matt Sallee, Head of Investments at Tortoise Capital. Matt, thanks so much for being here at the desk. Matt Sallee Thanks for having me, Caroline. Caroline Woods So as we think about portfolio construction in 2026, do we need both brains and body? We're talking about the body, obviously, but do we need both in our portfolios? Matt Sallee I think we need both. Most people have the brains already. If you own S&P 500 , you're going to own plenty of Nvidia or other chip makers. That's why we differentiate with our fund and we're more focused on the body as you describe it, which is funny. That's how we talk about it as well. This is the physical infrastructure that's required for AI to to be provided. So if you think about the servers, the racks, the big thing obviously is electricity. That's the gating factor. Everybody used to think that it
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MOD
News
- Strength Seen in Modine (MOD): Can Its 4.3% Jump Turn into More Strength? [Yahoo! Finance]Yahoo! Finance
- Modine Manufacturing: Competitive Pressure Is Intense In The Long Term [Seeking Alpha]Seeking Alpha
- Modine Manufacturing tumbles as Nvidia Rubin chip could reduce data center cooling needs [Seeking Alpha]Seeking Alpha
- Data-Center Cooling Stocks Sink After Nvidia CEO Talks at CES [Yahoo! Finance]Yahoo! Finance
- Data-Center Cooling Stocks Sink After Nvidia CEO Talks at CES [Yahoo! Finance Canada]Yahoo! Finance Canada
MOD
Earnings
- 10/28/25 - Beat
MOD
Sec Filings
- 1/7/26 - Form 4
- 12/29/25 - Form 8-K
- 12/9/25 - Form 8-K
- MOD's page on the SEC website