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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	739	+11	+2%	$25.4B
2	2 Dover DOV $26B	630	+57	+10%	$13.4B
3	3 Prologis PLD $124B	380	+7	+2%	$19.2B
4	4 Digital Realty Trust DLR $63.8B	376	-9	-2%	$8.15B
5	5 Equinix EQIX $98.3B	339	-36	-10%	$13.2B
6	6 Iron Mountain IRM $33B	338	+1	+0.3%	$4.78B
7	7 Flex FLEX $37.1B	267	+23	+9%	$5.04B
8	8 Brookfield BN $80.3B	264	+9	+4%	$12.5B
9	9 Emcor EME $32.9B	228	+4	+2%	$2.57B
10	10 Advanced Energy AEIS $10.4B	156	-2	-1%	$621M
11	11 Telkom Indonesia TLK $12.6B	143	-5	-3%	$1.59B
12	12 Monolithic Power Systems MPWR $61.1B	134	+11	+9%	$1.1B
13	13 Cogent Communications CCOI $395M	130	0	0%	$1.29B
14	14 Modine Manufacturing MOD $8.38B	125	+11	+10%	$577M
15	15 Comfort Systems FIX $54.3B	121	+9	+8%	$612M
16	16 Aaon AAON $6.64B	119	+5	+4%	$571M
17	17 Turkcell TKC $4.38B	118	+4	+4%	$771M
18	CONE 18 DELISTED CyrusOne Inc Common Stock CONE	97	-8	-8%	$329M
19	19 FuelCell Energy FCEL $1.13B	91	+3	+3%	$56.5M
20	20 Sterling Infrastructure STRL $13.9B	62	-4	-6%	$117M
21	21 VNET Group VNET $1.28B	59	+10	+20%	$386M
22	22 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	27	+3	+13%	$102M
23	23 IES Holdings IESC $11.3B	27	+2	+8%	$57.2M
24	24 Riot Platforms RIOT $5.67B	21	+1	+5%	$7M
25	25 Sify Technologies SIFY $882M	12	+2	+20%	$1.03M