← All themes

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	728	+728	–	$24.4B
2	2 Dover DOV $26B	573	+573	–	$11.9B
3	3 Digital Realty Trust DLR $63.8B	385	+385	–	$9.32B
4	4 Equinix EQIX $98.3B	375	+375	–	$13.3B
5	5 Prologis PLD $124B	373	+373	–	$18.9B
6	6 Iron Mountain IRM $33B	337	+337	–	$4.69B
7	7 Brookfield BN $80.3B	255	+255	–	$11.7B
8	8 Flex FLEX $37.1B	244	+244	–	$4.45B
9	9 Emcor EME $32.9B	224	+224	–	$2.65B
10	10 Advanced Energy AEIS $10.4B	158	+158	–	$624M
11	11 Telkom Indonesia TLK $12.6B	148	+148	–	$1.98B
12	12 Cogent Communications CCOI $395M	130	+130	–	$1.14B
13	13 Monolithic Power Systems MPWR $61.1B	123	+123	–	$862M
14	14 Aaon AAON $6.64B	114	+114	–	$470M
15	15 Modine Manufacturing MOD $8.38B	114	+114	–	$429M
16	16 Turkcell TKC $4.38B	114	+114	–	$737M
17	17 Comfort Systems FIX $54.3B	112	+112	–	$548M
18	CONE 18 DELISTED CyrusOne Inc Common Stock CONE	105	+105	–	$365M
19	19 FuelCell Energy FCEL $1.13B	88	+88	–	$58.5M
20	20 Sterling Infrastructure STRL $13.9B	66	+66	–	$110M
21	21 VNET Group VNET $1.28B	49	+49	–	$255M
22	22 IES Holdings IESC $11.3B	25	+25	–	$54.2M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	24	+24	–	$91.1M
24	24 Riot Platforms RIOT $5.67B	20	+20	–	$4.89M
25	25 Sify Technologies SIFY $882M	10	+10	–	$763K