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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
ETN icon
1
Eaton
ETN
$154B
774 -6 -0.8% $26.5B
DOV icon
2
Dover
DOV
$26B
657 -8 -1% $11.9B
PLD icon
3
Prologis
PLD
$121B
397 +7 +2% $20.9B
DLR icon
4
Digital Realty Trust
DLR
$63.8B
360 -10 -3% $8.07B
EQIX icon
5
Equinix
EQIX
$97.3B
345 -19 -5% $12.9B
IRM icon
6
Iron Mountain
IRM
$33.2B
334 -3 -0.9% $4.91B
FLEX icon
7
Flex
FLEX
$35.7B
272 +2 +0.7% $5.06B
BN icon
8
Brookfield
BN
$81.9B
269 -10 -4% $13.7B
EME icon
9
Emcor
EME
$32.1B
211 0 0% $3.08B
AEIS icon
10
Advanced Energy
AEIS
$9.83B
162 +4 +3% $924M
CCOI icon
11
Cogent Communications
CCOI
$416M
153 +17 +13% $1.5B
MPWR icon
12
Monolithic Power Systems
MPWR
$60.7B
149 +5 +3% $1.46B
FIX icon
13
Comfort Systems
FIX
$51.7B
143 -1 -0.7% $542M
TLK icon
14
Telkom Indonesia
TLK
$12.6B
136 -10 -7% $1.92B
MOD icon
15
Modine Manufacturing
MOD
$8.01B
129 0 0% $594M
AAON icon
16
Aaon
AAON
$6.18B
118 -2 -2% $599M
FCEL icon
17
FuelCell Energy
FCEL
$1.1B
117 +24 +26% $142M
CONE
18
DELISTED
CyrusOne Inc Common Stock
CONE
114 0 0% $359M
TKC icon
19
Turkcell
TKC
$4.34B
101 -19 -16% $856M
VNET icon
20
VNET Group
VNET
$1.25B
89 +18 +25% $1.05B
STRL icon
21
Sterling Infrastructure
STRL
$13.2B
64 0 0% $114M
IDGT icon
22
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$502M
41 +8 +24% $188M
RIOT icon
23
Riot Platforms
RIOT
$5.67B
29 +5 +21% $13M
IESC icon
24
IES Holdings
IESC
$11B
25 -3 -11% $87.1M
SIFY icon
25
Sify Technologies
SIFY
$852M
16 -1 -6% $760K
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