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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	803	+29	+4%	$27.6B
2	2 Dover DOV $26B	654	-3	-0.5%	$13.1B
3	3 Prologis PLD $124B	410	+13	+3%	$21B
4	4 Digital Realty Trust DLR $63.8B	379	+19	+5%	$8.59B
5	5 Iron Mountain IRM $33B	353	+19	+6%	$6.68B
6	6 Equinix EQIX $98.3B	343	-2	-0.6%	$12.7B
7	7 Brookfield BN $80.3B	293	+24	+9%	$15.3B
8	8 Flex FLEX $37.1B	272	0	0%	$6.02B
9	9 Emcor EME $32.9B	215	+4	+2%	$2.94B
10	10 Cogent Communications CCOI $395M	163	+10	+7%	$1.42B
11	11 Monolithic Power Systems MPWR $61.1B	160	+11	+7%	$1.59B
12	12 Advanced Energy AEIS $10.4B	159	-3	-2%	$707M
13	CONE 13 DELISTED CyrusOne Inc Common Stock CONE	149	+35	+31%	$809M
14	14 Modine Manufacturing MOD $8.38B	141	+12	+9%	$645M
15	15 Comfort Systems FIX $54.3B	136	-7	-5%	$564M
16	16 Telkom Indonesia TLK $12.6B	127	-9	-7%	$1.91B
17	17 Aaon AAON $6.64B	122	+4	+3%	$727M
18	18 FuelCell Energy FCEL $1.13B	116	-1	-0.9%	$152M
19	19 Turkcell TKC $4.38B	100	-1	-1%	$936M
20	20 VNET Group VNET $1.28B	93	+4	+4%	$1.32B
21	21 Sterling Infrastructure STRL $13.9B	76	+12	+19%	$140M
22	22 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	41	0	0%	$180M
23	23 IES Holdings IESC $11.3B	28	+3	+12%	$93.2M
24	24 Riot Platforms RIOT $5.67B	25	-4	-14%	$19M
25	25 Sify Technologies SIFY $882M	21	+5	+31%	$1.21M