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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	781	-22	-3%	$22.1B
2	2 Dover DOV $26B	665	+11	+2%	$11.4B
3	3 Prologis PLD $124B	413	+3	+0.7%	$18.9B
4	4 Digital Realty Trust DLR $63.8B	376	-3	-0.8%	$8.71B
5	5 Iron Mountain IRM $33B	341	-12	-3%	$6.08B
6	6 Equinix EQIX $98.3B	334	-9	-3%	$12.3B
7	7 Brookfield BN $80.3B	303	+10	+3%	$15.2B
8	8 Flex FLEX $37.1B	278	+6	+2%	$5.43B
9	9 DELISTED DigitalBridge DBRG	227	+227	–	$2.91B
10	10 Emcor EME $32.9B	224	+9	+4%	$2.57B
11	11 Monolithic Power Systems MPWR $61.1B	175	+15	+9%	$1.64B
12	12 Advanced Energy AEIS $10.4B	167	+8	+5%	$700M
13	13 Cogent Communications CCOI $395M	146	-17	-10%	$1.44B
14	CONE 14 DELISTED CyrusOne Inc Common Stock CONE	141	-8	-5%	$816M
15	15 Modine Manufacturing MOD $8.38B	141	0	0%	$486M
16	16 Comfort Systems FIX $54.3B	134	-2	-1%	$481M
17	17 Telkom Indonesia TLK $12.6B	125	-2	-2%	$2.25B
18	18 Aaon AAON $6.64B	120	-2	-2%	$568M
19	19 FuelCell Energy FCEL $1.13B	109	-7	-6%	$118M
20	20 Turkcell TKC $4.38B	97	-3	-3%	$824M
21	21 VNET Group VNET $1.28B	81	-12	-13%	$778M
22	22 Sterling Infrastructure STRL $13.9B	75	-1	-1%	$116M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	36	-5	-12%	$146M
24	24 IES Holdings IESC $11.3B	28	0	0%	$142M
25	25 Riot Platforms RIOT $5.67B	22	-3	-12%	$12.8M