← All themes

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	814	+33	+4%	$23.8B
2	2 Dover DOV $26B	667	+2	+0.3%	$10.4B
3	3 Prologis PLD $124B	416	+3	+0.7%	$21.8B
4	4 Digital Realty Trust DLR $63.8B	411	+35	+9%	$10.2B
5	5 Equinix EQIX $98.3B	344	+10	+3%	$12.9B
6	6 Iron Mountain IRM $33B	339	-2	-0.6%	$7.44B
7	7 Flex FLEX $37.1B	308	+30	+11%	$5.93B
8	8 Brookfield BN $80.3B	307	+4	+1%	$16.9B
9	9 DELISTED DigitalBridge DBRG	236	+9	+4%	$3.55B
10	10 Emcor EME $32.9B	224	0	0%	$2.71B
11	11 Monolithic Power Systems MPWR $61.1B	174	-1	-0.6%	$1.83B
12	12 Advanced Energy AEIS $10.4B	164	-3	-2%	$922M
13	CONE 13 DELISTED CyrusOne Inc Common Stock CONE	151	+10	+7%	$935M
14	14 Cogent Communications CCOI $395M	145	-1	-0.7%	$1.54B
15	15 Comfort Systems FIX $54.3B	131	-3	-2%	$625M
16	16 Telkom Indonesia TLK $12.6B	130	+5	+4%	$2.05B
17	17 Aaon AAON $6.64B	126	+6	+5%	$723M
18	18 Modine Manufacturing MOD $8.38B	119	-22	-16%	$548M
19	19 FuelCell Energy FCEL $1.13B	109	0	0%	$92.4M
20	20 Turkcell TKC $4.38B	98	+1	+1%	$974M
21	21 VNET Group VNET $1.28B	77	-4	-5%	$657M
22	22 Sterling Infrastructure STRL $13.9B	71	-4	-5%	$97.3M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	32	-4	-11%	$104M
24	24 IES Holdings IESC $11.3B	29	+1	+4%	$142M
25	25 Riot Platforms RIOT $5.67B	24	+2	+9%	$9.98M