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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	780	+41	+6%	$27.7B
2	2 Dover DOV $26B	665	+35	+6%	$14.3B
3	3 Prologis PLD $124B	390	+10	+3%	$19.3B
4	4 Digital Realty Trust DLR $63.8B	370	-6	-2%	$7.73B
5	5 Equinix EQIX $98.3B	364	+25	+7%	$12.1B
6	6 Iron Mountain IRM $33B	337	-1	-0.3%	$5.55B
7	7 Brookfield BN $80.3B	279	+15	+6%	$12.9B
8	8 Flex FLEX $37.1B	270	+3	+1%	$4.3B
9	9 Emcor EME $32.9B	211	-17	-7%	$2.76B
10	10 Advanced Energy AEIS $10.4B	158	+2	+1%	$814M
11	11 Telkom Indonesia TLK $12.6B	146	+3	+2%	$1.79B
12	12 Comfort Systems FIX $54.3B	144	+23	+19%	$695M
13	13 Monolithic Power Systems MPWR $61.1B	144	+10	+7%	$1.29B
14	14 Cogent Communications CCOI $395M	136	+6	+5%	$1.7B
15	15 Modine Manufacturing MOD $8.38B	129	+4	+3%	$512M
16	16 Aaon AAON $6.64B	120	+1	+0.8%	$697M
17	17 Turkcell TKC $4.38B	120	+2	+2%	$718M
18	CONE 18 DELISTED CyrusOne Inc Common Stock CONE	114	+17	+18%	$392M
19	19 FuelCell Energy FCEL $1.13B	93	+2	+2%	$55M
20	20 VNET Group VNET $1.28B	71	+12	+20%	$827M
21	21 Sterling Infrastructure STRL $13.9B	64	+2	+3%	$148M
22	22 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	33	+6	+22%	$116M
23	23 IES Holdings IESC $11.3B	28	+1	+4%	$75.9M
24	24 Riot Platforms RIOT $5.67B	24	+3	+14%	$9.37M
25	25 Sify Technologies SIFY $882M	17	+5	+42%	$1.04M