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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Eaton ETN $159B	2,681	+153	+6%	$140B
2	2 Vertiv VRT $85.8B	2,061	+220	+12%	$105B
3	3 Prologis PLD $124B	1,740	+59	+4%	$120B
4	4 Equinix EQIX $98.3B	1,368	+69	+5%	$100B
5	5 Comfort Systems FIX $54.3B	1,353	+148	+12%	$64.6B
6	6 Digital Realty Trust DLR $63.8B	1,331	+78	+6%	$68B
7	7 Emcor EME $32.9B	1,251	+87	+7%	$34.3B
8	8 Monolithic Power Systems MPWR $61.1B	1,246	+124	+11%	$65.6B
9	9 Iron Mountain IRM $33B	1,174	+83	+8%	$32.4B
10	10 Dover DOV $26B	1,168	+36	+3%	$27.5B
11	11 Flex FLEX $37.1B	1,123	+334	+42%	$56.1B
12	12 nVent Electric NVT $24.7B	978	+150	+18%	$24.9B
13	13 Brookfield BN $80.3B	944	+26	+3%	$64.6B
14	14 Sterling Infrastructure STRL $13.9B	887	+180	+25%	$22B
15	15 Advanced Energy AEIS $10.4B	683	+104	+18%	$15B
16	16 Iris Energy IREN $12B	679	+175	+35%	$9.75B
17	17 Modine Manufacturing MOD $8.38B	637	+88	+16%	$14B
18	18 Applied Digital APLD $6.14B	567	+109	+24%	$7.85B
19	19 Everus Construction Group ECG $5.8B	539	+48	+10%	$7.17B
20	20 TeraWulf WULF $5.76B	502	+53	+12%	$9.82B
21	21 Aaon AAON $6.64B	474	+72	+18%	$8.26B
22	22 Cipher Digital CIFR $4.13B	468	+97	+26%	$9.09B
23	23 Riot Platforms RIOT $5.67B	450	+46	+11%	$8.66B
24	24 Solaris Energy Infrastructure SEI $4.57B	433	+70	+19%	$5.71B
25	25 Hut 8 HUT $9.23B	427	+94	+28%	$11.1B