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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
26	26 IES Holdings IESC $11.3B	414	+63	+18%	$14.2B
27	27 Forgent Power Solutions FPS $8.98B	370	+157	+74%	$9.38B
28	28 Galaxy Digital Inc GLXY $3.48B	348	+57	+20%	$3.99B
29	29 Global X Data Center & Digital Infrastructure ETF DTCR $1.98B	295	+70	+31%	$1.42B
30	30 Fermi Inc FRMI $2.03B	295	+84	+40%	$1.48B
31	31 DELISTED DigitalBridge DBRG	287	-17	-6%	$2.87B
32	32 Keel Infrastructure Corp KEEL $1.57B	281	+97	+53%	$2.26B
33	33 Cogent Communications CCOI $395M	224	-9	-4%	$656M
34	34 FuelCell Energy FCEL $1.13B	223	+80	+56%	$1.48B
35	35 Telkom Indonesia TLK $12.6B	208	-14	-6%	$835M
36	36 GDS Holdings GDS $5.18B	197	-9	-4%	$3.15B
37	37 Turkcell TKC $4.38B	174	-7	-4%	$297M
38	38 VNET Group VNET $1.28B	160	-32	-17%	$1.31B
39	39 INNIO N.V. INIO $12.4B	148	+148	–	$18B
40	40 Defiance AI & Power Infrastructure ETF AIPO $830M	134	+83	+163%	$270M
41	41 Innventure Inc INV $23.8M	129	+22	+21%	$172M
42	42 New Era Energy & Digital Inc NUAI $412M	127	+56	+79%	$349M
43	43 TSS Inc TSSI $221M	124	+15	+14%	$161M
44	44 WhiteFiber Inc WYFI $495M	123	+26	+27%	$386M
45	45 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	111	+7	+7%	$251M
46	46 Blackstone Digital Infrastructure Trust BXDC $1.64B	109	+109	–	$2.05B
47	47 Soluna Holdings SLNH $176M	101	+57	+130%	$68.5M
48	48 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	99	+40	+68%	$344M
49	49 Duos Technologies DUOT $176M	96	+27	+39%	$219M
50	50 Digi Power X Inc DGXX $275M	94	+34	+57%	$112M